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 San Francisco and founded in 2007, our company has over 3,000 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!

Preferred Locations: Atlanta, GA; Houston, TX; Chicago, IL; or Summit, NJ

Work Arrangement: Hybrid schedule required — 3 days per week in the office.

JOB OVERVIEW

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.

WHAT YOU’LL DO

Strategy & Program Management

Support development and execution of benefit strategies for large, self-funded clients
Develop cost-containment strategies across medical, pharmacy, and disability programs
Analyze claims/utilization trends and identify improvement opportunities
Lead vendor evaluations, RFPs, procurement, implementation, and performance tracking
Communicate industry trends, benchmarks, and regulatory updates

Client Management

Serve as 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 (e.g., 5500 filings, plan documents, regulatory adherence)
Resolve escalated claims and support employee communications and enrollment activities

Client Relationship & Reporting

Partner with clients to define benefit goals and strategies
Deliver financial reporting, analysis, and benchmarking insights
Review and finalize client reporting deliverables

Business Development & Team Collaboration

Assist with new business opportunities and strategy development
Contribute to internal process improvements and team initiatives

WHAT YOU'LL BRING

5–10 years of experience in insurance, employee benefits, or HR
Strong knowledge of Health & Welfare programs (self-funded medical, Rx, dental, vision, disability, life, absence, etc.)
Experience managing large, self-funded clients in consulting or brokerage
Full-cycle RFP experience
Bachelor’s degree or equivalent experience
Must have experience designing and implementing benefit plans
Underwriting experience preferred
Insurance license (or ability to obtain)
Strong communication, analytical, and problem-solving skills
Project management 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, collaboratively, and in a fast-paced environment
High level of professionalism, accountability, and client service focus

Additional Requirements

Ability to maintain confidentiality and interact with executive stakeholders
Willingness to travel and work outside standard hours as needed

COMPENSATION:

The base salary range for this position is $110,000 -$135,000. This range represents the employer’s good-faith estimate of the compensation for this role at the time of posting.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: