Consultant

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance
  • Routine questions are delegated
  • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf)
  • Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team
  • Conducts marketing and new business development for employee’s book of business
  • Analyzes financial data and model program alternatives
  • Manages compliance and overall client schedule of activities
  • Manages employee communication and open enrollment process for the client (translate to Spanish as needed)
  • Conduct open enrollment employee meetings (In English/Spanish as needed)

KEY COMPETENCIES:

Service

• Establish and maintain the primary, on-going benefits service relationship with client
  • Work with clients, producers and other team members to assess the client’s plan objectives and develop a comprehensive client service delivery program to meet those objectives
  • Analyze financial data and model program alternatives and advise client of alternatives and the recommended strategy
  • Manage the marketing process and negotiate with carriers and vendors on client’s behalf to provide cost effective solutions for the client
  • Manage the employee communication and open enrollment process for the client
  • Maintain expert knowledge regarding benefit products and trends and keep the client advised as appropriate
  • Advise clients on government reporting compliance issues, State and Federal legislation, rules and regulations
  • Participate in sales presentations as part of client/prospect teams
  • Work as a team within the needed timeline and production capabilities
  • Interact with others in a professional effective, supportive, and productive manner

Personal and Organizational Development

• Set priorities and manage workflow for self and support team to ensure all goals are met
  • Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records
  • Interact with others effectively using strong, clear communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business, profitability and retention goals of the Company
  • Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance
  • Project a professional image in action and appearance

EDUCATION and/or EXPERIENCE:

• 7+ years' experience as a Client/Account Manager with a benefits consulting firm or insurance brokerage firm, or comparable experience with a medical carrier
  • Experience in health and welfare self-funding
  • Data analysis, strategy development, risk managment
  • Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word and presentation software
  • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
  • Must have high level of interpersonal skills to handle sensitive and confidential situations. This position continually requires teamwork, demonstrated poise, tact, and diplomacy

CERTIFICATES, LICENSES, REGISTRATIONS:

• California Life and Health License required
  • Professional designations such as CEBS, BGA, PHR and CLU preferred
  • Valid Driver’s License

COMPENSATION: 

The national average salary for this role is $130,000.00 - $150,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

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