Client Benefits Analyst

Gallagher•San Diego, CA

3d•Hybrid

About The Position

RPA San Diego, a subsidiary of Gallagher, is a third-party administrator, consulting, and strategic management branch for collectively bargained benefit plans, pooled purchasing arrangements, and trusts. Its mission is to deliver high-quality, affordable, and accessible health care to members. The Client Benefits Analyst supervises client operations for Sheet Metal Worker (SMW), Davis-Bacon Trusts, and other health care-related trusts. The role provides general reporting on client operations to trust boards, serves as a point of contact for board members, and supervises day-to-day trust work. The analyst is the lead contact and day-to-day administrator for assigned clients, maintains effective relationships with client contacts, and interprets plan rules to help ensure compliance with plan documents and summary plan descriptions (SPDs). The position also prepares and reviews written communications, leads special projects as needed, and analyzes and assists in developing policies and benefit plans. Ongoing responsibilities include monitoring equity with current benefit trends and legislative requirements, supporting and maintaining client accounts, researching and evaluating data from medical, dental, and life plans and programs, conducting detailed reconciliations and data clean-up, and processing monthly data interface files and client data. The role is expected to work in a hybrid model out of San Diego, California.

Requirements

Bachelor's degree.
Three years of related experience.
Ability to work a hybrid model out of San Diego, California.

Nice To Haves

Public speaking and presentation skills adaptable to high-profile business meetings.
Excellent organizational skills.
Ability to react well under pressure.
Proficiency with the Microsoft Office suite.
Ability to multitask effectively with competing priorities.
Basic understanding of legal structures.
Familiarity with financial statements.
At least four years of experience working in customer service, health care, or a related field.
Proficiency in Microsoft Word and Outlook.
Advanced or intermediate skill level in Microsoft Excel.

Responsibilities

Serve as the lead contact and day-to-day administrator for assigned clients.
Maintain effective relationships with client contacts.
Interpret plan rules to ensure compliance with plan documents and summary plan descriptions (SPDs).
Prepare and review written communications.
Lead special projects as needed.
Analyze and assist in developing policies and benefit plans covering group life, accident and health insurance, retirement and pension plans, income continuation, and other benefit programs.
Monitor benefit trends and legislative requirements and programs to help maintain equity.
Support and maintain client accounts.
Research, analyze, and evaluate data from medical, dental, and life plans and programs.
Conduct detailed reconciliation and data clean-up.
Process monthly data interface files and client data.
Provide general reporting on client operations to trust boards and serve as a point of contact for board members.
Supervise the operation of day-to-day trust work.