Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries.

As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive.

Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

How you'll make an impact

As a Benefit Service Representative(BSR) you will be part of a team responsible for the delivery of quality member contact service to the client.

Representatives take anywhere between 25 80 calls a day based on time of year. There is some administration work, but 95% of the work is done on the phone.

This particular call center environment’ is one that deals with members that need information about their retirement or health and wellness benefits.

About You

Required :

Bilingual and / or Multi-lingual a plus oral and written (Spanish)

Respond to inquiries from plan participants using plan specific information in a PC Windows environment

Assist plan participants with transactions and other aspects of plan participation (i.e. rollovers, withdrawals, loans and final distributions)

Write up telephone call records where appropriate, addressing the content of plan participant

Establish cases for benefit administrators review of more complex participant questions or refer questions to appropriate team representative

Request plan materials be sent to participants

Responding in a timely and professional manner to client calls on an as needed basis

Accessing internal client databases effectively to provide accurate and appropriate information to members

Assisting plan participants in the use Internet based plan enrolment processes

Ensuring secure access of member / client information

Logging calls in the case management tracking systems

Co-ordinating appropriate follow-up with internal resources to resolve issues raised by clients

Ensuring that outstanding issues are resolved in a timely manner

Ensuring that resolved issues are closed in a timely manner

Studying and becoming familiar with new information as it becomes available

Occasionally participating in client demonstrations

Ensuring outbound calls are made based on client specifics

Preferred :

Excellent customer service skills

Work experience in a service-oriented environment

Ability to interact with peers and plan participants

Organizational skills, with the ability to handle multiple tasks simultaneously

Ability to remain poised, patient, empathetic, tactful and composed while handling plan participants

Listening skills

Ability to work effectively in a team environment

Judgment and decision-making skills

Working knowledge of pension and health and wellness benefit plans is an asset

Behaviors :

Excellent oral and written communication skills with a particular emphasis on articulation and grammar

Compensation and 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...

We value inclusion and diversity

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.

Last updated : 2024-09-09