Benefits Consultant

Overview

EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. We value capable, committed people who share our beliefs and values and who are motivated to deliver results. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations across the U.S. Our core values are:
Owner mindset, Inspire trust, Think big, and Drive results.

LOCATION:

Atlanta GA – Hybrid work environment (3 days a week in the office)

The Benefit Consultant will be responsible for:

• Client satisfaction, service delivery and vendor management
• Support the team to develop and present innovative and customized strategy solutions that optimize complex client 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 and implementation of vendors, products and services, and measurement and reporting on program outcomes

Strategy Development Functions

• 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 through ongoing collaboration with team members
• Evaluate emerging local, state, and federal legislative changes to identify and advise clients of potential impact to their organization

• Client Management Functions
• Serve as primary day-to-day contact for clients and their 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 timely and accurately
• Develop and manage the annual calendar of key milestones and compliance deadlines
• Proactively communicate relevant local, state, and federal regulatory updates with steps for adherence and potential collaboration with 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 (Summary of Benefits and Coverage)
• Project management, procurement and implementation for benefit programs including preparation, management, analysis, and presentation of all RFPs for self-funded and fully insured 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 activities
• Maintain key documents and data in corporate files
• Perform special projects as assigned

• Client Relationship Management
• Work with EPIC consulting team and client to define goals and objectives related to employee benefits (design and budget of self-funded health plans)
• Present financial reports or other analyses as needed
• Determine client report content with Client Team and perform final review

• New Business Development
• Participate in new business activities, including assessment strategy development and meetings as requested

• Personal and Organizational Development
• Set priorities and manage workflow to ensure goals are met
• Communicate effectively, collaborate, and provide information and guidance to achieve business goals
• Maintain knowledge of the employee group benefits industry, evolving products, legislation, and technology
• Project a professional image in action and appearance

• 5-10 years of experience, preferably in the…