Senior Benefits Consultant, National Accounts

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

LOCATION: This hybrid role can be located at any US-based EPIC Insurance Brokers office.

WHAT YOU’LL DO

The Senior Consultant will be primarily responsible for

Client satisfaction, overall service delivery and relationship management,

Develop and present innovative and customized strategy solutions that optimize complex client’s benefit programs and services

Support of business development opportunities

Mentoring Consultants and Associate Consultants

This includes 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 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 across the employee benefit ecosystem

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 the process improvement and development of new internal strategic initiatives by 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 lead relationship manager and primary 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 timely and accurately

Develop and manage the annual calendar of key milestones and compliance deadlines

Proactively communicate relevant local, state, and federal regulatory updates along 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 but not limited to preparation, management, analysis, and subsequent presentation of all Request for Proposals 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

Oversee 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

Present financial reports or other analyses, as needed

Determine client report content with Client Team

New Business Development

Participate in new business activities, including assessment strategy development and meetings as requested

Participate in development of strategic ideas and initiatives to leverage in new business activities

Attend industry conferences

Personal and Organizational Development

Set priorities and manage workflow for self to ensure all goals are met

Interact with others effectively utilizing superior communication skills, impactful collaboration, and providing information and guidance as needed to achieve the business goals of the Company

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

WHAT YOU’LL BRING

Bachelor’s degree or equivalent educational training or business experience

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-fund dental, self-funded vision, absence management, and disability programs, life insurance, health improvement programs and tax advantaged accounts

Experience managing large (2,000+ employees), self-funded group Health & Welfare clients in a consulting or brokerage environment

Experience with full-cycle Request for Proposal process

Experience designing cost-effective benefit's plans for clients

Experience with implementing Health and Welfare benefit plans on behalf of clients or employee populations

Insurance licensing or ability to obtain licensing after employment

KSAs (Knowledge, Skills, Abilities )

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

Creativity and flexibility are required. EPIC is a dynamic environment and requires a candidate that is comfortable facing new challenges.

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