Client Service Associate

The Client Service Associate position oversees the administration and management of eligibility audits, and provides research assistance to all team members of our RPA VEBA department. This administrator works with clients to ensure timely, accurate responses, supports the current Health Benefits Account Managers, and supports Open Enrollment Presentations.

This role is Hybrid out of San Diego, CA.

The role is budgeted at $65 - $75k.

• 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   

• 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. 

• Bachelor’s degree preferred

• 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

#LI-LB3

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...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

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.