Benefits Expert

Job Description

The Benefits Expert is responsible for conducting comprehensive consultations with employees referred by FEDLogic client partners. The role focuses on assessing eligibility for federal, state, and employer-sponsored benefit programs and providing clear guidance to employees and their families navigating complex benefit systems.

Key Responsibilities

• Provide one-on-one consultations with employees and their family members to evaluate eligibility for federal and state benefit programs.
• Analyze eligibility across programs including: Social Security Retirement benefits, Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), Medicare (Parts A, B, C, and D), Veterans benefits, and state assistance programs.
• Assess household circumstances, income sources, healthcare coverage options, and other eligibility factors to identify appropriate benefit pathways.
• Explain application processes, documentation requirements, timelines, and coordination between employer-sponsored benefits and public programs.
• Manage cases from creation through resolution while maintaining accurate documentation in CRM or case management systems.
• Maintain up-to-date knowledge of federal and state benefit program rules, eligibility requirements, and policy changes.
• Collaborate with internal FEDLogic teams including Triage, Client Success, and Policy to ensure consistent service delivery and quality standards.
• Meet or exceed FEDLogic consultation quality and documentation standards.
• Any other duties as assigned by leadership.

Required Qualifications

• Minimum 10 years of direct experience working with federal benefits, social services, healthcare navigation, or related programs.
• Strong working knowledge of programs including: Social Security (Retirement, Disability and SSI), Medicare.
• Exceptional communication skills with the ability to explain complex regulations in clear, understandable terms.
• Strong organizational, analytical and documentation skills and be detail oriented.
• Experience working in a fast-paced, service-oriented environment with the ability to manage multiple cases simultaneously.
• Prolonged sitting and computer work.
• Must be able to handle confidential sensitive medical information.
• Proficiency with Customer Relationship Management systems (i.e. Salesforce and Tableau), workforce management tools, Google Workplace, Slack and minimal usage of Microsoft Office Suite.

Preferred Qualifications

• Fluency in Spanish, written and verbal, is a plus.
• Experience providing benefits counseling, eligibility analysis, or case management.
• Experience working with vulnerable populations or individuals navigating serious health or financial challenges.
• Experience coordinating employer-sponsored benefits with federal and state programs.

What We Offer

• Flexible remote work environment
• Paid Time Off (PTO) plus all federal holidays off
• Comprehensive benefits package with health, dental, vision insurance, group term life, short term disability, long term disability and voluntary life plans.
• Numerous supplemental plans to assist employees.
• Paid maternity, paternity and adoption leave benefits.
• Cancer Experts Now - supplemental plan
• 401(k) retirement plan with matching contributions.
• Supportive and collaborative work environment.
• Opportunity to be part of a rapidly growing company dedicated to making a difference in the lives of families.

Travel

Up to 10% travel per year for client meetings and company engagements, both local and occasional out-of-town.

Equal Opportunity Employer

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veterans status, or any other characteristic protected by law.

Pay Range

The Pay Range For This Role Is 52,000 - 65,000 USD per year(Remote (United States))