Benefits Specialist

Gallagher•Tampa, FL

About The Position

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview 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.

Requirements

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.

Responsibilities

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.

Benefits

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
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