Benefit Consultant

EPIC Brokers•Chicago, GA

8d•Hybrid

About The Position

The Benefit Consultant is responsible for client satisfaction, service delivery, plan design, and vendor management while supporting the development of innovative, data-driven strategies to optimize complex Health & Welfare benefit programs. The role supports large, self-funded clients and involves benefit strategy development, cost containment, claims and utilization analysis, vendor procurement and oversight, client relationship management, compliance, reporting, and business development. The role is hybrid, with three days per week in the office, and preferred locations are Atlanta, Georgia; Houston, Texas; Chicago, Illinois; or Summit, New Jersey.

Requirements

5–10 years of experience in insurance, employee benefits, or HR.
Strong knowledge of Health & Welfare programs, including self-funded medical, prescription drugs, dental, vision, disability, life, and absence programs.
Experience managing large, self-funded clients in consulting or brokerage.
Full-cycle RFP experience.
Bachelor’s degree or equivalent experience.
Experience designing and implementing benefit plans.
Insurance license or ability to obtain one.
Strong communication, analytical, and problem-solving skills.
Project management skills and ability to manage multiple priorities.
Experience with data analysis and self-funded plan financials.
Knowledge of regulations and compliance requirements.
Proficiency in Microsoft Office and large data sets.
Ability to work independently and collaboratively in a fast-paced environment.
High level of professionalism, accountability, and client service focus.
Ability to maintain confidentiality and interact with executive stakeholders.
Willingness to travel and work outside standard hours as needed.

Nice To Haves

Underwriting experience.

Responsibilities

Support development and execution of benefit strategies for large, self-funded clients.
Develop cost-containment strategies across medical, pharmacy, and disability programs.
Analyze claims and utilization trends and identify improvement opportunities.
Lead vendor evaluations, RFPs, procurement, implementation, and performance tracking.
Communicate industry trends, benchmarks, and regulatory updates.
Serve as the primary day-to-day client contact and manage vendor relationships.
Oversee project management for deliverables, compliance deadlines, and annual planning.
Manage RFP processes, renewals, contract negotiations, and vendor implementations.
Ensure timely, accurate execution of deliverables with actuarial and internal teams.
Support compliance, including 5500 filings, plan documents, and regulatory adherence.
Resolve escalated claims and support employee communications and enrollment activities.
Partner with clients to define benefit goals and strategies.
Deliver financial reporting, analysis, and benchmarking insights.
Review and finalize client reporting deliverables.
Assist with new business opportunities and strategy development.
Contribute to internal process improvements and team initiatives.

Benefits

Managed PTO without accruals or caps for salaried/exempt employees.
22 PTO days starting out for hourly/non-exempt employees.
12 company-observed paid holidays.
Four early-close days.
Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
Employee referral bonus of $1,500 per hired referral.
Employee recognition programs and awards.
Mentorship Program.
Tuition Reimbursement Program.
Leadership Development.
Pet Insurance.
Identity Theft & Fraud Protection Coverage.
Legal Planning.
Family Planning support.
Menopause & Midlife Support.
401(k) matching.
Medical insurance.
Dental insurance.
Vision insurance.
Wellness and employee assistance programs.