Benefits Specialist

Gallagher Benefit Specialist

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

The Benefit Specialist provides comprehensive employee benefits account management support under the direction of the team lead. The primary focus of this role is supporting assigned clients, with additional support provided to employee benefits account management, sales, and underwriting functions as needed.

How You'll Make An Impact

Draft and assemble client communications, benefit guidebooks, and related materials. Assist with client employee benefit surveys, industry surveys, and other benefits-related projects. Conduct peer reviews of client deliverables to ensure accuracy and completeness. Respond to client inquiries regarding billing, eligibility, and benefit issues. Edit and prepare client PowerPoint presentations. Schedule and coordinate vendor presentations. Attend on-site open enrollment events and provide support as needed. Support marketing activities as directed by the team lead. Provide direct support for assigned client groups, including: obtaining and saving carrier reporting, tracking financial reports, learning and utilizing client benefits administration systems, following established processes for open enrollment, data collection, and data sharing. Maintain strong working relationships with carriers and external partners, including understanding carrier product offerings and workflow processes. Ensure compliance with agency policies and procedures, including accurate entry of plan information into the agency management system, HIPAA compliance, and proper file maintenance. Participate in special projects and team initiatives; proactively identify opportunities to support team members and improve workflows.

About You

Required: High school diploma or equivalent + minimum of 2-3 years related experience. Preferred: College degree. All applicable benefit insurance licenses required or must be obtained within designated timeframes. Behaviors: Ability to calculate figures such as discounts, interest, commissions, proportions, and percentages. Ability to apply common sense understanding to carry out written, oral, or diagram instructions. Ability to resolve issues related to marketing coverages or inputting client data. Proficiency with agency management software, internet applications, spreadsheets, Microsoft Office, and Outlook. Strong Excel skills required.

Compensation And Benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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

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 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.