Retirement Benefits Administrator

📁
Client Service/Account Management
📅
53006 Requisition #
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Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

Position Summary:


The primary role of the  Retirement Benefits Administrator will be full involvement in all aspects of the day to day operations of the benefits administration services that the Actuarial group provides to clients. Responsibilities will include communicating directly with plan participants regarding retirement benefits, assisting with the calculation of retirement benefits, tracking participant census data, and working directly with the bank to initiate and verify correct benefit payments. 
   
Essential Duties & Responsibilities:

Client service benefits administration for Actuarial group clients:
  • Primary contact in receiving incoming calls or emails directly from participants
  • Assist in participants with questions regarding retirement plans
  • Assist in the calculation of retirement benefits 
  • Work with participants to ensure benefit forms are accurately completed 
  • Ensure a consistent, professional appearance of all communications to participants
  • Management of participant data updating participant data and document changes on an ongoing basis
  • Coordinate participant mailings
  • Coordinate with bank to initiate benefit payments for new retirees 
  • Verify correct benefit payment amounts are paid to participants
  • Track participant communications and create reports showing metrics regarding such communications
  • Efficiently organize all documents related to the Benefits Administration Team
  • Offer creative ideas and skills to increase efficiency and quality of benefits administration services 
Required:
  • High School Diploma/GED and 1 or more years of related experience.

Desired:

  • Appropriate license. 
Work Traits:
  • Understanding of the insurance brokerage business and customer service processes/tasks.

U.S. Eligibility Requirements:

  • Interested candidates must submit an application and resume/CV online to be considered.
  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States.  For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization.
  • Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure.

Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.  

 
Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic.‚Äč 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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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