Benefit Navigation expert

Scope of Work

Selected experts will:

• Review and validate evaluation rubrics for accuracy, completeness, and real-world relevance.

• Assess AI-generated benefits-navigation scenarios used to inform a synthetic dataset.

• Determine which scenarios require expert validation and recommend appropriate validation standards.

• Identify inaccurate, unrealistic, ambiguous, or potentially harmful guidance.

• Evaluate whether customer communications reflect industry best practices.

• Recommend improvements based on real-world benefits administration and customer-service experience.

Desired Expertise

Ideal candidates will have experience in one or more of the following areas:

• Employer-sponsored group benefits

• Health and welfare benefits administration

• Benefits or retirement plan administration

• Medicare and Medicaid

• Benefits navigation or advocacy

• Benefits-related call centers or customer service

• Communicating complex benefits information clearly and empathetically

• Quality assurance, rubric development, or content validation

• Reviewing synthetic data or AI-generated customer-service scenarios

Qualifications

• Substantial professional experience in benefits administration, benefits navigation, healthcare coverage, or a closely related field

• Strong understanding of Medicare and/or Medicaid considerations

• Familiarity with common customer questions, service workflows, escalation practices, and communication standards

• Ability to distinguish between general educational guidance and situations requiring referral to a licensed, legal, clinical, or plan-specific resource

• Strong written communication and attention to detail

• Experience reviewing structured datasets, scripts, call-center content, or AI-generated material is preferred