Consultant - National Employer Consulting - Employee Benefits

EPIC Brokers•Atlanta, GA

2d•Hybrid

About The Position

EPIC Insurance Brokers & Consultants is seeking a Benefit Consultant to join their team. This role is responsible for client satisfaction, service delivery, and vendor management. The consultant will support the team in developing and presenting innovative and customized strategy solutions to optimize complex clients’ benefit programs and services. This includes vendor management for Health & Welfare vendors, leveraging data and analytics for strategic planning, identifying cost-containment and quality-improvement solutions, procurement project management, RFP management, vendor implementation, and measuring program outcomes. The position involves both strategy development and client management functions, acting as the primary day-to-day contact for clients and their vendors, managing client initiatives, compliance deadlines, and annual benefit program deliverables. The role also includes new business development participation and personal/organizational development, requiring a strong understanding of the employee group benefits industry, emerging products, legislation, and technology.

Requirements

5-10 years of experience, preferably in the insurance/employee benefits/HR area.
In-depth experience and knowledge of the Health & Welfare Industry, including but not limited to self-funded medical plans, carve-out prescription drug programs, self-funded dental, self-funded vision, absence management, and disability programs, life insurance, health improvement programs, and tax advantaged accounts.
Experience managing large, self-funded group Health & Welfare clients in a consulting or brokerage environment.
Experience with full-cycle Request for Proposal process.
Bachelor’s degree or equivalent educational training or business experience.
Experience designing cost-effective benefit plans for clients.
Experience with implementing Health and Welfare benefit plans on behalf of clients or employee populations.
Superior oral, written, and interpersonal communication skills.
Superior problem-solving skills.
Able to adapt and work well with ambiguity.
Ability to create and execute project plans.
Personal sense of accountability.
Comfortable with completing and presenting data analysis for Health & Welfare plans.
Strong analytic skills with understanding of underwriting and self-funded plan financials.
Experience leading multi-disciplinary teams.
Strong organizational skills.
Ability to concurrently manage multiple client projects and work assignments under aggressive timeframes.
Entrepreneurial attitude.
Willing to be a part of a team unit and cooperate in the accomplishment of organizational goals and objectives.
Detail-oriented and self-directed worker, efficient in a remote work environment.
Creativity and flexibility are required.
Microsoft Office Suite experience, including large data sets.
Able to effectively interface with internal and external customers, including executive-level contacts.
Able to handle confidential information with maximum discretion.
Able to understand business principles and apply them accordingly.
High-touch client orientation.
Open and willing to receive and give constructive critique.
Able to train/coach and counsel others and provide peer review.
Approach projects in a financially responsible and resourceful manner.
Knowledge of federal and state regulations.

Nice To Haves

Underwriting experience is preferred, but not required.
Insurance licensing or ability to obtain licensing after employment.

Responsibilities

Client satisfaction, service delivery, and vendor management.
Support team to develop and present innovative and customized strategy solutions that optimize complex clients’ benefit programs and services.
Vendor management for Health & Welfare vendors.
Leveraging data and analytics to develop short- and long-term strategies.
Identification of actionable cost-containment and quality-improvement solutions.
Procurement project management, RFP management, implementation of vendors, products, and services.
Measurement and reporting on program outcomes.
Support development and execution of benefit program strategic initiatives for large, self-funded, complex clients.
Develop and implement cost containment strategies for medical, prescription drug, and disability programs.
Evaluate services to optimize claim and utilization trends in medical, pharmacy, absence, and disability management.
Conduct opportunity analysis to identify critical strategic initiatives.
Organize, develop content, and facilitate meetings with clients.
Communicate industry trends, benchmarks, emerging products, and innovative vendors to clients.
Evaluate new vendors for client consideration.
Contribute to process improvement and development of new internal strategic initiatives.
Evaluate emerging local, state, and federal legislative changes to identify and advise clients of potential impact.
Serve as the primary contact, day-to-day contact for clients and their respective vendors.
Act as project manager for all client initiatives, compliance deadlines, communication, and annual benefit program deliverables.
Work with the client and actuarial teams to ensure all client deliverables are executed in a timely and accurate manner.
Develop and manage the annual calendar of key milestones and compliance deadlines.
Proactively communicate relevant regulatory updates along with steps for adherence and potential collaboration with the client’s vendors to ensure compliance.
Ongoing review and negotiation of vendor contracts and renewals.
Ongoing review of plan documents, summary plan descriptions, and SBCs.
Project management, procurement and implementation for benefit programs including preparation, management, analysis, and presentation of RFPs for self-funded and fully insured benefit programs.
Analyze health and welfare benefit plans through competitive benchmarking and valuation modeling.
Manage escalated claim issue resolution.
Manage or coordinate 5500 filings.
Assist in proofing, managing, and delivering communication materials for annual enrollment and/or benefit-related activities.
Maintain key documents and data in corporate files.
Perform special projects as assigned.
Work with EPIC consulting team and the client to define goals and objectives as related to employee benefits.
Present financial reports or other analyses, as needed.
Determine client report content with Client Team and perform final review.
Participate in new business activities, including assessment strategy development and meetings as requested.
Set priorities and manage workflow to ensure all goals are met.
Interact with others effectively, utilizing superior communication skills, impactful collaboration, and providing information and guidance as needed.
Maintain a strong working knowledge of the employee group benefits industry, emerging marketplace product/program developments, legislation, and technology.
Project a professional image in action and appearance.

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps)
22 PTO days starting out for hourly/non-exempt employees
12 company-observed paid holidays
4 early-close days
Paid parental leave
Pregnancy disability and bonding leave
Organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Mentorship Program
Tuition Reimbursement Program
Leadership Development
Pet Insurance
Identity Theft & Fraud Protection Coverage
Legal Planning
Family Planning
Menopause & Midlife Support
401(k) matching
Medical insurance
Dental insurance
Vision insurance
Wellness & employee assistance programs