Benefits Specialist (Health & Welfare & Retirement)

Job Description:

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

Location : New York, NY (Onsite)

Type: Contract

Job Description :

• Position Summary
• The Temporary Benefits Specialist will support the Services team by managing a high volume of employee benefit cases across both Health & Welfare and Retirement plans. This role plays a key part in ensuring timely and accurate case resolution while alleviating workload from senior team members, enabling the team to focus on process improvements and strategic initiatives.
• The ideal candidate will bring prior benefits experience and be able to quickly contribute in a fast-paced, service-oriented environment.

Key Responsibilities

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

Customer Service

• Respond to employee inquiries with professionalism and a strong customer focus
• Communicate clearly regarding benefit options, processes, and next steps
• Ensure timely follow-up and resolution to maintain a positive employee experience

Collaboration & Team Support

• Partner with team members to reduce case backlog and improve turnaround times
• Collaborate with other key stakeholders in HR, legal, and payroll, to support effective handling of cases
• Provide support during peak periods and special initiatives

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

Qualifications

• 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
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities effectively
• Proficiency in Microsoft Office and ability to quickly learn internal systems

Preferred Qualifications

• 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

Key Skills & Competencies

• Strong problem-solving and analytical skills
• Clear and professional communication
• Customer-focused mindset
• Ability to work independently with minimal supervision
• Strong time management and adaptability in a fast-paced environment
• Team-oriented with a willingness to support across functions

Work Environment

• This is a high-volume, service-oriented role requiring accuracy, responsiveness, and the ability to manage multiple benefit-related inquiries simultaneously.
• Assignment Impact
• This role directly supports the team by absorbing case volume across Health & Welfare and Retirement, enabling senior team members to focus on process improvements, system enhancements, and strategic initiatives that improve overall service delivery.