Consultant, Business Analyst, Business

Overview

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. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide with locations across the U.S. 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!

LOCATION: Atlanta GA - Hybrid - 3 days a week in office

The Consultant will be responsible for:

• Client satisfaction, service delivery and vendor management
• Support team to develop and present innovative and customized strategy solutions that optimize complex client’s benefit programs and services
• Includes vendor management for Health & Welfare vendors, leveraging data and analytics to develop short and long-term strategies, identification of actionable cost containment and quality improvement solutions, procurement project management, RFP management and implementation of vendors, products and services, and measurement and reporting on program outcomes

• Support development and execution of benefit program strategic initiatives for large, self-funded, complex clients
• Develop and implement cost containment strategies for medical, prescription drug and disability programs
• Evaluate services to optimize claim and utilization trends in medical, pharmacy, absence, and disability management
• Conduct opportunity analysis to identify critical strategic initiatives
• Organize, develop content, and facilitate meetings with clients
• Communicate industry trends, benchmarks, emerging products and innovative vendors to clients
• Evaluate new vendors for client consideration
• Contribute to process improvement and development of new internal strategic initiatives by ongoing collaboration with team members
• Evaluate emerging local, state, and federal legislative changes to identify and advise clients of potential impact to their organization

• Serve as primary day-to-day contact for clients and their respective vendors
• Act as project manager for all client initiatives, compliance deadlines, communication and annual benefit program deliverables
• Work with the client and actuarial teams to ensure all client deliverables are executed timely and accurately
• Develop and manage the annual calendar of key milestones and compliance deadlines
• Proactively communicate relevant local, state, and federal regulatory updates along with steps for adherence and potential collaboration with client’s vendors to ensure compliance
• Ongoing review and negotiation of vendor contracts and renewals
• Ongoing review of plan documents, summary plan descriptions and SBCs (Summary of Benefits and Coverage)
• Project management, procurement and implementation for benefit programs including preparation, management, analysis, and subsequent presentation of all RFPs for self-funded and fully insured benefit programs
• Analyze health and welfare benefit plans through competitive benchmarking and valuation modeling
• Manage escalated claim issue resolution
• Manage or coordinate 5500 filings
• Assist in proofing, managing and delivering communication materials for annual enrollment and/or benefit related activities
• Maintain key documents and data in corporate files
• Perform special projects as assigned

• Work with EPIC consulting team and client to define goals and objectives as related to employee benefits
• Present financial reports or other analyses, as needed
• Determine client report content with Client Team and perform final review

• Participate in new business activities, including assessment strategy development and meetings as requested

• Set priorities and manage workflow for self to ensure all goals are met
• Interact with others effectively with strong communication, collaboration, and guidance to achieve business goals
• Maintain a strong working knowledge of the employee group benefits industry, emerging marketplace product/program developments,…