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Financial Consultant, Employee Benefits

Financial Consultant, Employee Benefits

EPICCarmel, IN, US
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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!

LOCATION : Hybrid role in our Midwest Carmel Indiana office

JOB OVERVIEW :

Our Financial Consultant will be responsible for developing accurate and timely financial analysis / reporting for large self-funded clients. Prepare various financial and quantitative analysis in support of Client Teams. Employ effective project management skills for balancing requests from multiple Client Teams, and for the efficient delivery of results. Requires effective communication skills for clearly explaining detailed analysis to Client Teams and Clients, and the ability to understand Client Teams / Client perspectives that can be reflected in the development of deliverables. Train and offer development to financial analysts that may be working in support.

WHAT YOU'LL DO :

  • Development or support of premium equivalents / COBRA rates, monthly client reporting, IBNP estimates, and other financial deliverables
  • Support Client Team strategic initiatives with evaluation of plan design alternatives, rate or employee contribution alternatives, benchmarking, vendor change analyses such as discount and disruption analyses, third party program evaluations and ROI analysis, as well as ad hoc special request projects
  • Coordinate with vendors as needed to obtain necessary data for analysis
  • Mentor colleagues on the financial team
  • Process improvement

Client Relationship Management

  • Work with EPIC consulting team and client to define goals and objectives as related to employee benefits, normally related to design and budget of self-funded health plans
  • Present financial reports or other analyses, as needed
  • Determine deliverable content with Client Team and perform final review

    • New Business Development

  • Participate in new business activities and meetings as requested

    • WHAT YOU'LL BRING :

  • Bachelor's degree or equivalent educational training or business experience
  • 3-7 years financial / analytical, actuarial, or underwriting experience, preferably in the employee benefits consulting-brokerage area

    • KSAs (Knowledge, Skills, Abilities)

  • Microsoft Office Suite experience
  • Experience with healthcare data warehouses preferrable including large data sets
  • Able to create new analysis and / or reporting where standard templates do not currently exist
  • Able to effectively interface with internal and external customers including executive level contacts
  • Experience with large and / or national account clients with healthcare membership over 10k lives
  • Able to handle confidential information with maximum discretion
  • Able to understand business principles and apply them accordingly
  • Able to work independently and on a team within a fast-paced, deadline driven environment
  • Career-focused
  • Demonstrate good judgment while managing projects, multi-tasking, prioritizing, and meeting deadlines with a sense of urgency
  • Detail-oriented, organized, efficient, and proactive
  • Excellent written / verbal communication skills, including communicating complex financial information in a professional manner
  • High level of accountability and flexibility
  • High-touch client orientation
  • Open and willing to receive and give constructive critique
  • Strong analytical and quantitative skills
  • Able to train / coach and counsel others and provide peer review
  • Approach projects in a financially responsible and resourceful manner
  • Knowledge of federal and state regulations applicable to employee benefit programs
  • Flexible to work outside normal working hours
  • Travel (as needed); overnight stay required

    • COMPENSATION :

    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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    Financial Consultant • Carmel, IN, US