Sr Business Consultant

Epitec is seeking a Senior Operations Consultant to support a high-volume group health insurance quoting and submissions team. This role is heavily operations-driven and focuses on processing new employer group health insurance business and renewals, validating data and documentation, managing workflow queues, and coordinating across internal teams to ensure accurate and timely submission delivery.
 

This is a structured, detail-oriented role ideal for candidates with experience in health insurance operations, quoting support, or administrative workflow management who can work independently in a fast-paced environment.
 

Job Details

• Location: Richardson, TX (Onsite / Hybrid)

• Contract Type: W2 Contract to Hire

• Pay Range: Market Rate

• Medical Benefits & PTO: Yes

• Industry: Group Health Insurance
   

Day-to-Day Responsibilities and Workflow

This role is responsible for processing new employer group health insurance accounts and renewals. The consultant ensures that all customer data, documentation, and plan details are entered correctly, validated for accuracy, and moved through internal systems on time.

Think of this role as a hybrid of:

• Operations Support

• Data Entry and Validation

• Workflow Management

• Internal Coordination

The goal is to ensure new and renewing employer groups are set up accurately, compliantly, and on schedule.
 

Core Responsibilities

1. Process New Business and Renewals

• Review incoming submission documents

• Validate customer, employer, and plan data

• Enter and update data in internal systems

• Ensure submissions are complete and compliant

This is the core function of the role.
 

2. Manage Workflow Queues

• Prioritize work based on deadlines and turnaround targets

• Track progress of submissions

• Update dashboards, trackers, or status reports

• Maintain accurate and current workflow records
   

3. Collaborate Across Departments

• Partner with Sales and Account Management

• Work closely with Underwriting, Billing, and Operations

• Resolve missing information, discrepancies, or data issues

• Communicate clearly to move submissions forward
   

4. Identify Issues and Escalate When Needed

• Spot incomplete or inaccurate submissions

• Flag missing documentation or inconsistencies

• Escalate issues to the appropriate teams using sound judgment
   

5. Participate in Process Improvements

• Identify workflow inefficiencies

• Suggest enhancements to administrative and quoting processes

• Support documentation and reporting improvements
   

Required Qualifications

• 1–3 years of experience in health insurance operations, quoting, pricing support, sales operations, or similar administrative roles

• Strong attention to detail and data accuracy

• Ability to manage multiple priorities and deadlines

• Clear written and verbal communication skills

• Ability to work independently with minimal supervision

• Process?oriented and highly organized

• Proficiency with Microsoft Excel, Word, PowerPoint (Visio preferred)
   

Preferred Qualifications

• Prior experience in group health insurance or benefits administration

• Experience working with underwriting or pricing teams

• Exposure to high-volume, deadline-driven operational environments

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