Benefit Consultant

The role

The Benefit Consultant manages client satisfaction, service delivery, and vendor management. They develop data-driven strategies to optimize complex Health and Welfare benefit programs.

What you will do

• 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
• 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
• Support compliance including 5500 filings, plan documents, and regulatory adherence
• Resolve escalated claims and support employee communications and enrollment activities

Required qualifications

• 5–10 years of experience in insurance, employee benefits, or HR
• Strong knowledge of Health & Welfare 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)
• 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

Nice to have

• Underwriting experience

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 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
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs and trips
• Mentorship Program
• Tuition Reimbursement Program

About the company

EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry with over 3,000 employees nationwide. Headquartered in San Francisco, the company has locations spread across the U.S.