Benefits Specialist (Health & Welfare + Retirement)

Job Summary 

Our client is seeking a Benefits Specialist to join their team! The Benefits Services team is seeking a Temporary Benefits Specialist to support a high volume case environment across both Health & Welfare and Retirement (401(k)/pension) programs. This role is critical in absorbing day to day casework—currently totaling ~4,000 items in the pipeline—and enabling internal team members to focus on process improvements, automation initiatives, and vendor management activities.



The ideal candidate brings 5 years of hands on benefits administration experience (exceptional 4 year candidates may be considered) and is comfortable navigating a wide range of case types, from routine inquiries to complex tier 3 escalations. This is a highly employee facing role requiring strong communication, accuracy, and service orientation.


Core Responsibilities 

• Manage daily incoming benefit cases across: Health & Welfare (medical, dental, vision, life, disability, etc.) and Retirement (401(k), pension, deferred compensation)
• Resolve cases that cannot be routed to third party administrators; escalate when appropriate
• Conduct research, coordinate with carriers/vendors, and ensure timely, accurate case closure
• Handle a mix of quick resolution items and complex, research heavy cases
• Serve as a primary point of contact for employees—estimated 80% employee interaction
• Provide clear explanations of benefit options, eligibility, processes, and next steps
• Deliver updates, acknowledgements, and follow ups with professionalism and empathy
• Maintain a positive employee experience during peak seasons 
• Interpret benefit plans and apply rules accurately to case scenarios
• Support back end administration tasks (~20% of workload)
• Maintain complete and accurate documentation in case management systems
• Use Dovetail (case management), SAP (HRE/payroll), and Marketer (legacy agency system)
• Follow established processes, SLAs, and service standards
• Identify recurring issues, process gaps, or opportunities for automation and improvement

Required Skills/Experience (Must-Haves) 

• Bachelor’s degree or equivalent experience
• 5 years of employee benefits experience (Health & Welfare and/or Retirement)
• Demonstrated ability to manage cases in a high volume, fast paced environment
• Experience supporting tier 1–tier 3 inquiries and escalations
• Strong organizational skills, attention to detail, and ability to manage multiple priorities
• Proficiency with Microsoft Office and ability to learn new systems quickly

Preferred Skills/Experience (Nice-to-Haves) 

• Experience with both Health & Welfare and Retirement plans
• Familiarity with 401(k), pension, and deferred compensation programs
• Background in HR shared services or benefits administration
• Experience with Dovetail, SAP, or similar HRIS/case management tools

Key Competencies & Behaviors 

• Customer-focused communication
• Ownership and accountability
• Adaptability in a fast-paced environment

Work Environment 

• Location: New York, NY
• Hybrid, 3 days onsite
• High-volume, employee-facing environment
• Team environment focused on operational improvements, automation, and service delivery enhancements

Compensation & Benefits 

• Pay Range: The approximate pay range for this position is between $50.00 and $59.00. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums. 
• Medical, Dental, & Vision Insurance Plans 
• Employee-Owned Profit Sharing (ESOP) 
• 401K offered 

This position is W-2 only. We do not work with third-party firms or C2C arrangements for this role.

About KellyMitchell 

At KellyMitchell, our culture is world class. We’re movers and shakers! We don’t mind a bit of friendly competition, and we reward hard work with unlimited potential for growth. This is an exciting opportunity to join a company known for innovative solutions and unsurpassed customer service. We're passionate about helping companies solve their biggest IT staffing & project solutions challenges. As an employee-owned, women-led organization serving Fortune 500 companies nationwide, we deliver expert service at a moment's notice. 


  

Marketing Disclosure 

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from KellyMitchell and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.careers.kellymitchell.com/privacy-policy