Client Benefits Administrator

Arthur J. Gallagher · San Diego

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Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.

RPA San Diego, a subsidiary of Gallagher, operates as a third-party administration (TPA), consulting, and strategic management branch for collectively bargained benefit plans, pooled purchasing arrangements, and trusts.  Our mission is to deliver high quality, affordable, and accessible health care to our members.

The Client Benefits Administrator is responsible for supporting clients and/or members by responding to inquiries, resolving concerns, and maintaining accurate employee benefit data.

• Coordinates the administration of employee benefit programs such as basic and major medical coverage, dental insurance, group life insurance, pension plans, and other benefits for the client.
• Consults with and advises employees on eligibility, provisions, and other matters related to benefits.
• Maintains benefits records and documents.
• Assists in the preparation of employee benefits booklets and other employee benefit communications.
• Works within specific limits and authority on assignments that are routine and of low to moderate complexity.
• Serve as point of contact for designated clients/districts and provide customer service support to members.
• Interact with various data/information technology systems, including proprietary ARES system and Titan systems.
• Research customer issues and refer to internal or external sources as necessary for resolution.
• Process enrollment and change forms or data eligibility files including data entry of member information.
• Review, correct, and distribute monthly invoices to clients, as required.
• Assist is creating renewal packets for clients/districts and producing final annual rate contracts.
• Perform audits of eligibility changes made by Operations.
• Create reports as assigned.
• Process claims and reimbursement requests, as necessary.
• Utilize safe work practices and follow directives, policies and procedures for assisting and maintaining a healthy and safe work environment.
• Continually look for opportunities and make recommendations to improve process, product, delivery and overall job, department and client experience.
• Other duties as assigned.

Specialty Functions:

• Client Benefits Administrators may be asked to focus on any number of specializations as required including COBRA, Medicare enrollment, employee eligibility, claims processing, and processing contribution files. Specialty functions can include:
• Provide customer service support to COBRA members
• Post COBRA payments
• Process enrollment and change forms or data eligibility files; Data entry of member information
• Determine and verify member eligibility for Trusts
• Answer questions regarding eligibility requirements
• Process contributions to HRA accounts
• Prepare Trust Board Meeting materials
• Offer support for online enrollment tool during Open Enrollment
• Process Medicare enrollment and change forms or data eligibility files; Data entry of member information

• Bachelor’s degree and 1 year related experience required
• Ability to work hybrid model out of San Diego, CA - 2x on Site, 3x WFH. 

Preferred: 

• Punctuality and adherence to scheduling
• Effective verbal, written and communication skills
• Ability to research and resolve issues related to benefit(s) eligibility, billing, and coverage issues related to benefits plan(s)
• Patience, resiliency and tolerance of stressful situations
• Customer-focused and interested in assisting others
• Cooperative attitude and ability to work both individually and in a team
• Focus and attention to detail
• Able to meet tight deadlines and maintain accuracy
• Able to learn computer system applications
• Able to learn and understand multiple products/benefit levels
• Minimum of 4 years’ experience working in Customer Service, health care or related field preferred
• Proficiency in Microsoft Word and Outlook
• Advanced/Intermediate skill level in Microsoft Excel

#LI-LB3

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being 
• Career development opportunities and ongoing learning 
• A collaborative, people-first culture with accessible leadership 
• The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

• Coordinates the administration of employee benefit programs such as basic and major medical coverage, dental insurance, group life insurance, pension plans, and other benefits for the client.
• Consults with and advises employees on eligibility, provisions, and other matters related to benefits.
• Maintains benefits records and documents.
• Assists in the preparation of employee benefits booklets and other employee benefit communications.
• Works within specific limits and authority on assignments that are routine and of low to moderate complexity.
• Serve as point of contact for designated clients/districts and provide customer service support to members.
• Interact with various data/information technology systems, including proprietary ARES system and Titan systems.
• Research customer issues and refer to internal or external sources as necessary for resolution.
• Process enrollment and change forms or data eligibility files including data entry of member information.
• Review, correct, and distribute monthly invoices to clients, as required.
• Assist is creating renewal packets for clients/districts and producing final annual rate contracts.
• Perform audits of eligibility changes made by Operations.
• Create reports as assigned.
• Process claims and reimbursement requests, as necessary.
• Utilize safe work practices and follow directives, policies and procedures for assisting and maintaining a healthy and safe work environment.
• Continually look for opportunities and make recommendations to improve process, product, delivery and overall job, department and client experience.
• Other duties as assigned.

Specialty Functions:

• Client Benefits Administrators may be asked to focus on any number of specializations as required including COBRA, Medicare enrollment, employee eligibility, claims processing, and processing contribution files. Specialty functions can include:
• Provide customer service support to COBRA members
• Post COBRA payments
• Process enrollment and change forms or data eligibility files; Data entry of member information
• Determine and verify member eligibility for Trusts
• Answer questions regarding eligibility requirements
• Process contributions to HRA accounts
• Prepare Trust Board Meeting materials
• Offer support for online enrollment tool during Open Enrollment
• Process Medicare enrollment and change forms or data eligibility files; Data entry of member information

• Bachelor’s degree and 1 year related experience required
• Ability to work hybrid model out of San Diego, CA - 2x on Site, 3x WFH. 

Preferred: 

• Punctuality and adherence to scheduling
• Effective verbal, written and communication skills
• Ability to research and resolve issues related to benefit(s) eligibility, billing, and coverage issues related to benefits plan(s)
• Patience, resiliency and tolerance of stressful situations
• Customer-focused and interested in assisting others
• Cooperative attitude and ability to work both individually and in a team
• Focus and attention to detail
• Able to meet tight deadlines and maintain accuracy
• Able to learn computer system applications
• Able to learn and understand multiple products/benefit levels
• Minimum of 4 years’ experience working in Customer Service, health care or related field preferred
• Proficiency in Microsoft Word and Outlook
• Advanced/Intermediate skill level in Microsoft Excel

#LI-LB3

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