Benefits Solutions Consultant
Chicago, United States · Hybrid · Full-time
- Posted 1mo ago
- From EPIC Insurance Brokers’s careers page
- Location
- Chicago, United States
- Work mode
- Hybrid
- Type
- Full-time
- Experience
- 5+ years
- Department
- Business Operations
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About the role
Job Overview
The Benefit Consultant is responsible for client satisfaction, service delivery, 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
- 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
Skills they ask for
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About EPIC Insurance Brokers
Insurance brokerage and consultingEPIC Insurance Brokers & Consultants provides retail property and casualty insurance brokerage, employee benefits, and consulting services for businesses and individuals.
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