Associate, Benefit Administration
4 weeks ago
Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you So, even if you feel that you’re close but not an exact match, we encourage you to apply.
How you'll make an impact
The Associate works on a variety of client service projects under the supervision of more experienced consultants and with appropriate client contact. These services include pension benefit calculations, speaking to plan participants over the phone, payment processing, and special projects, all at the level appropriate to the individual’s knowledge and experience. The primary focus at the Associate level is to “Do” the work efficiently and effectively, with an eye towards improving processes.
- Handles the preparation of pension benefit calculations. Includes receiving and reviewing data to ensure accuracy
- Has email and telephone contact with clients on data and administrative matters
- Responsible for speaking with participants over the phone in a professional manner and documenting such calls
- Prepares pension benefit packages and other communications
- Prepares employee benefit statements
- Assists in the preparation of letters for missing information to ensure proper document for payments
- Works directly with Trustee to process payments
- Logs quotes/deliverables and saves all participant communication in compliance with record retention policy
- Assists with special projects or assignments as instructed by your supervisor/manager
- Properly handles data securely and encrypt electronic deliveries as required
- Assist Account Executive in providing timely reports of number of calls/calculations and other needed billing information
About You
Required:
- Bachelor's degree or equivalent from four-year College
- Excellent verbal and written communication skills
- Strong call center skills, including multi-tasking
- Ability to grasp and familiarize oneself with benefit/pension terms and concepts quickly
- Strong math and computer skills; proficiency in Word, Excel or applicable software applications
- Strong organizational skills/time management
- Ability to work collaboratively on a client team while also independently completing assigned tasks
- Exhibits true ownership and pride in work product
- Offers fresh ideas to tried-and-true approaches, while also learning when to accept direction
- Retains information well
- Asks insightful questions and applies knowledge to future situations
Preferred:
- Professional certification preferred
Behaviors:
- Use of sound judgment of all client interactions
- Ability to work under the pressure of deadlines
- Ability to manage multiple priorities and deadlines
Compensation and benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
Other benefits include:
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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