Benefit Consultant

The role

The Benefit Consultant supports the development and execution of benefit strategies for large, self-funded clients. This role manages vendor relationships, plan design, and data-driven strategies to optimize Health and Welfare 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
• Must have 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 headquartered in San Francisco with over 3,000 employees nationwide. The company has locations spread across the U.S. and core values of Owner mindset, Inspire trust, Think big, and Drive results.