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Benefit Advocate

  • Job
    Full-time
    Mid Level
  • Mount Laurel

AI generated summary

  • You need a high school diploma, 3 years' experience, a valid insurance license within 3 months, strong customer service skills, and organizational abilities. Preferred: bachelor's degree and CRM experience.
  • You will build trust with clients, resolve benefit inquiries, maintain confidentiality, advocate for members' needs, and keep accurate records in a secure database.

Requirements

  • Required:
  • High School diploma or equivalent
  • Minimum 3 years related experience
  • Current Life, Accident & Health Resident State Insurance License or ability to successfully obtain license within 3 months of hire date
  • Ability to work overtime as business need requires
  • Exceptional customer service skills with a strong knowledge of carrier claims processing and billing procedures
  • Preferred:
  • Bachelors degree preferred
  • Prior customer service and/or employee benefits experience highly desirable
  • Experience with CRM software (e.g. Salesforce) is beneficial
  • Behaviors:
  • Excellent organizational skills, with emphasis on priorities and goal setting
  • Ability to communicate information, whether technical or non-technical to client members/customers in a clear and concise manner

Responsibilities

  • Supporting Gallagher relationships by developing professional and trusting relationships with client members
  • Responding accurately to benefit questions, providing claim resolution expertise and any other assistance and/or support requested or required by the client
  • Meeting HIPAA Privacy Rules by maintaining the highest level of confidentiality and complying with all applicable laws
  • Advocating and negotiating on behalf of the client members as necessary to assist with eligibility, claim and benefit issues or any question or concern
  • Maintaining clear and accurate records and updating open issues by logging into a secure database

FAQs

What qualifications are required for the Benefit Advocate position?

The position requires a High School diploma or equivalent and a minimum of 3 years related experience, along with a current Life, Accident & Health Resident State Insurance License or the ability to obtain one within 3 months of the hire date.

Is prior experience in customer service necessary for this role?

Yes, exceptional customer service skills, as well as strong knowledge of carrier claims processing and billing procedures, are required for the Benefit Advocate position.

What are the working hours for the Benefit Advocate?

Flexible work hours are available, but specific availability may vary by office and job function. Overtime may also be required based on business needs.

What benefits do employees receive?

Employees receive a wide range of benefits including medical/dental/vision plans starting from day one, life and accident insurance, 401(K) and Roth options, tax-advantaged accounts, educational expense reimbursement, paid parental leave, and more.

Is there an emphasis on inclusion and diversity in the workplace?

Yes, Gallagher values inclusion and diversity and is committed to creating an environment that embraces diverse identities, experiences, and talents.

Are there training programs available for employees?

Yes, Gallagher offers various training programs to support employee development.

Is previous experience with CRM software beneficial for this position?

Yes, experience with CRM software, such as Salesforce, is considered beneficial for the Benefit Advocate role.

What role does the Benefit Advocate play in supporting clients?

The Benefit Advocate resolves benefit claim issues, educates client members about their health and welfare benefits, and advocates on behalf of clients to address eligibility, claims, and benefit concerns.

Does the company offer any mental health services?

Yes, Gallagher provides access to digital mental health services, including Talkspace.

What is Gallagher's stance on equal employment opportunity?

Gallagher believes in equal employment opportunity for all individuals and prohibits discrimination based on any protected characteristics, ensuring fair treatment in all aspects of the employer-employee relationship.

Finance
Industry
10,001+
Employees

Mission & Purpose

The reinsurance landscape is evolving. To compete in a global marketplace, our clients and carriers demand scale and breadth. And we’re rising to meet the challenges ahead. As we welcome Willis Re to the Gallagher Re team, we look forward to driving greater value by combining the knowledge and expertise of our two organisations. The new Gallagher Re is more than just bigger. It’s smarter, faster, and stronger. At Gallagher Re, client advocacy is at the heart of everything we do. We are here to help you face your future with confidence.