Benefits Specialist

Ballator Insurance Group, now a part of Gallagher, is a national insurance organization that provides innovative insurance solutions to niche industry groups. We pride ourselves on cultivating lasting relationships with our clients by understanding their unique needs and providing tailored coverage that supports long-term success.

As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive

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.

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:
o Obtaining and saving carrier reporting
o Tracking financial reports
o Learning and utilizing client benefits administration systems
o 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.

Required: High School diploma or equivalent + minimum of 2-3 years related experience.

Proficiency in benefits systems and technologies used internally and by clients,including Microsoft Office (Teams, OneDrive), HRIS systems, and EPIC.
Strong organizational skills and timely follow-up with team members and clients.
Commitment to ongoing professional development and expanding insurance and technical knowledge.
Strong Excel skills.

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.