Benefits Expert

**FEDlogic:** FEDlogic is a people-first benefits navigation company dedicated to helping individuals and families navigate the complex landscape of federal and state benefits. As the only vendor in the country providing unbiased education and advocacy on all federal and state benefits, FEDlogic stands out in its mission to ensure no one misses out on the benefits they are entitled to. We partner with employers to help their employees and families understand and access federal and state programs. Our experts provide confidential, unbiased guidance that lowers healthcare costs, reduces financial stress, and improves well-being. By bridging the gap between government programs and workplace benefits, FEDlogic delivers meaningful impact for employees while helping employers manage risk, reduce costs, and strengthen their benefits offering. # ***Job Description*** **Title:** Benefits Expert **Location:** Remote (with a little travel) **Employment Type:** Full Time **Reports To:** Director of Expert Services ***Position Overview:*** 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. The Benefits Expert evaluates eligibility pathways related to Social Security programs, Medicare, Medicaid, Affordable Care Act Marketplace coverage, COBRA continuation coverage, Veterans benefits, and other state assistance programs. The ideal candidate demonstrates strong analytical ability, empathy, and the ability to translate complex benefit regulations into clear, practical guidance. ***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 - 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 p…