Voluntary Benefits Consultant

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. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

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!

JOB SUMMARY

The VB Consultant is part of EPIC’s Ancillary Lines and Voluntary Benefits practice and has primary responsibilities to help clients evaluate and execute worksite benefit opportunities assisting clients in the management of benefit plan costs and risk while building a comprehensive suite of benefits to attract and retain employees. This role supports EPIC’s consulting teams in their region in the development of new business, short and long-term VB strategies and will also be responsible for RFP management, vendor evaluations, special projects, and implementation of products and services.

RESPONSIBILITIES

• Develop new VB opportunities through networking, prospecting and cross-selling with EB teams
• Conduct annual book reviews with practice leads and producers/lead consultants in your assigned territory to identify opportunities to expand VB offerings and review current product offerings for competitiveness and participation.
• Support client engagements through strategy, the selection of products, carriers and implementation of worksite voluntary insurance programs
• Stay abreast of and communicate industry trends, benchmarks, emerging products and innovative vendors to clients and the EPIC team.
• Project management for the procurement and implementation of VB strategy and products including but not limited to preparation, management, analysis, and subsequent presentation of Request for Proposals
• Review of vendor agreements and policy documents to ensure final documents reflect benefit design and client intent
• Assist in the development of collateral and training on relevant topics for internal colleagues as well as client facing materials
• Assist in the building and maintenance of templates for RFPs, benchmarking reports, development and maintenance of a vendor database to support EPICs account teams in the selection of products/vendors

QUALIFICATIONS

• Must be located in or near one of the following: Dallas, TX, Houston, TX, Rancho Cordova, CA, Concord, CA, San Francisco, CA, Los Angeles, CA, Lafayette, CA 
• 5+ years' experience and success supporting the sale of worksite voluntary programs gained in a carrier, consulting, and/or brokerage environment.
• Track record of success in supporting client relationships
• Proven experience in successfully leading projects and providing high touch client service
• Superior ability to collaborate with clients, vendors, internal colleagues, and work across all levels of an organization
• Ability to work independently and on a team within a fast paced, deadline driven environment
• Excellent Microsoft Office skills, particularly in Teams, Excel, and PowerPoint
• Understanding of HR, benefits and payroll technology used to enroll and maintain employee benefit elections
• Detail oriented, organized, efficient, and proactive
• Superior written/verbal communication skills – ability to communicate technical concepts using everyday language
• Current Life and Health license in residence state
• Bachelor's degree or equivalent educational training/business experience
• Flexible to work outside of normal working hours in support of clients nationwide
• Travel (as needed) with potential for overnight stays

The national average salary for this role is $90,000.00 - $110,000.00 in base pay and exclusive of any bonuses or benefits. This role will be eligible for variable compensation in addition to base pay. 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 JOIN EPIC? 

• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. 

 CERTIFICATES, LICENSES, REGISTRATIONS:

• Life and Health License; Preferred, or willing to obtain within 90 days of hire;
  • Valid Driver License

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

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