EPIC Insurance Brokers & Consultants · 9 months ago
Voluntary Benefits Consultant
Los Angeles, CA
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $110K/yr
5+ years expEPIC Insurance Brokers & Consultants is a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm. The Voluntary Benefits Consultant will help clients evaluate and execute worksite benefit opportunities, manage benefit plan costs and risks, and support the development of new business and strategies within the voluntary benefits practice.
RetailFinanceConsultingProperty & Casualty InsuranceFinancial ServicesInsuranceProperty Insurance
Hiring Manager
Michael Spell
Responsibilities
Develop new VB opportunities through networking, prospecting and cross-selling with EB teams
Conduct annual book reviews with practice leads and producers/lead consultants in your assigned territory to identify opportunities to expand VB offerings and review current product offerings for competitiveness and participation
Support client engagements through strategy, the selection of products, carriers and implementation of worksite voluntary insurance programs
Stay abreast of and communicate industry trends, benchmarks, emerging products and innovative vendors to clients and the EPIC team
Project management for the procurement and implementation of VB strategy and products including but not limited to preparation, management, analysis, and subsequent presentation of Request for Proposals
Review of vendor agreements and policy documents to ensure final documents reflect benefit design and client intent
Assist in the development of collateral and training on relevant topics for internal colleagues as well as client facing materials
Assist in the building and maintenance of templates for RFPs, benchmarking reports, development and maintenance of a vendor database to support EPICs account teams in the selection of products/vendors
Qualification
Required
Must be located in or near one of the following: Dallas, TX, Houston, TX, Rancho Cordova, CA, Concord, CA, San Francisco, CA, Los Angeles, CA, Lafayette, CA
5+ years' experience and success supporting the sale of worksite voluntary programs gained in a carrier, consulting, and/or brokerage environment
Track record of success in supporting client relationships
Proven experience in successfully leading projects and providing high touch client service
Superior ability to collaborate with clients, vendors, internal colleagues, and work across all levels of an organization
Ability to work independently and on a team within a fast paced, deadline driven environment
Excellent Microsoft Office skills, particularly in Teams, Excel, and PowerPoint
Understanding of HR, benefits and payroll technology used to enroll and maintain employee benefit elections
Detail oriented, organized, efficient, and proactive
Superior written/verbal communication skills – ability to communicate technical concepts using everyday language
Current Life and Health license in residence state
Bachelor's degree or equivalent educational training/business experience
Flexible to work outside of normal working hours in support of clients nationwide
Travel (as needed) with potential for overnight stays
Preferred
Life and Health License; Preferred, or willing to obtain within 90 days of hire
Valid Driver License
Benefits
401K matching
Generous Time Off Policy
Flexible Work Options
Medical
Dental
Vision
Pet Insurance
Cancer Insurance
Wellness Programs
Employee Award Programs (Trips!)
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
1001-5000 employees
H1B Sponsorship
EPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (3)
2022 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP, Corporate Operations
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase