Client Service Associate

Gallagher is a company that helps clients face risk with confidence, providing a client-centric suite of consulting tools. The Client Service Associate position involves overseeing eligibility audits and providing research assistance while supporting Health Benefits Account Managers and Open Enrollment Presentations.

Responsibilities

• Provides administrative and secretarial support to mid-level professionals
• Conducts Open Enrollment Presentations at client sites
• Assists in budget preparation and control activities
• May assist in the preparation of records, statistics, and reports regarding operations, personnel changes, and more!
• Coordinates programs, projects, and/or processes surrounding the operating unit served
• May serve as administrative liaison within and outside the company regarding administrative issues related to purchasing, personnel, facilities and operations
• Provides administrative support to business operations by performing processing tasks including data entry or similar activities
• May perform processing tasks in one or more of the following areas including policy checking, check processing, policy cancellations, etc
• Preparing source data by compiling and organizing; outline reporting on processing activities; Coding documents; Audit processing; Maintaining niche and comprehensive records and filing
• Working in multiple software platforms
• Handling various types of incoming mail
• Adheres to productivity and process standards, such as data and document requirements, timelines, tool and resource usage, etc
• Work with the Health Benefits team on all eligibility verification processes including external correspondence to participants, appointment scheduling, completing document verification, and providing client/customer service
• Travel to work sites of auditable entities to perform Open Enrollment Presentations

Skills

• High school diploma and 1 years related experience required
• Working knowledge of Microsoft Windows applications and Microsoft Office
• Need to possess strong verbal and written communication skills
• High level communication skills, both verbal and written
• Strong interpersonal skills and a highly resourceful team player
• Ability to maintain discretion and confidentiality
• Able to work well under pressure, with patience and resiliency
• 1 + Yrs of experience within Health Benefits
• Ability to commute on site to San Diego, CA in Hybrid setting, with increased in office days due to evolving business needs
• Ability to travel to client sites locally to conduct Open Enrollment Presentations
• Bachelor's degree preferred

Benefits

• 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
• 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...

Company Overview

Company H1B Sponsorship