Employee Benefits Specialist

Job Title: Benefits Specialist (Health & Welfare & Retirement)

Duration: 6-12 Months (Possible extension)

Location: New York, NY 10010

Hybrid Role

Responsibilities:

• The Benefits Specialist will support the Services team by managing a high volume of employee benefit cases across both Health & Welfare and Retirement plans.
• The ideal candidate will bring prior benefits experience and be able to quickly contribute in a fast-paced, service-oriented environment.

Case Management & Resolution

• Manage day-to-day employee benefit cases across: Health & Welfare plans (medical, dental, vision, etc.)
• Retirement plans (401(k), pension, Deferred Compensation Plans – basic to intermediate level)
• Research, track, and resolve cases efficiently and accurately
• Escalate complex or sensitive issues to senior team members as needed

Benefits Administration Support

• Support benefits administration activities
• Interpret benefit plans and provide accurate information to employees
• Maintain complete and accurate case documentation in system tools

Systems & Process Adherence

• Utilize HRIS and case management tools (e.g., Dovetail or similar systems)
• Follow established processes and service standards
• Identify and communicate recurring issues or process gaps

Education/Experience:

• Bachelor’s degree or equivalent experience preferred
• Minimum 5 years of hands-on experience in employee benefits required
• Experience must include Health & Welfare and/or Retirement plans
• Demonstrated ability to manage benefit-related cases in a high-volume environment
• Proficiency in Microsoft Office and ability to quickly learn internal systems
• This is a high-volume, service-oriented role requiring accuracy, responsiveness, and the ability to manage multiple benefit-related inquiries simultaneously.

Preferred:

• Experience with both Health & Welfare and Retirement plans
• Familiarity with 401(k), pension, or deferred compensation plans
• Experience in benefits administration or HR shared services
• Experience using case management systems