Benefits Specialist

Our client a well known Insurance company is seeking a Benefits Specialist in their New York, New York Location!

Case Management & Resolution

• Manage day-to-day employee benefit cases across:
• Health & Welfare plans (medical, dental, vision, etc.)
• Retirement plans including 401(k), pension, and deferred compensation plans (basic to intermediate level)
• Review, 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 and processes
• Interpret benefit plans and provide accurate information to employees
• Maintain complete and accurate case documentation within internal systems and tools

Customer Service

• Respond to employee inquiries with professionalism and a strong customer-focused approach
• 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 HR, legal, payroll, and other stakeholders to support effective case handling
• Provide support during peak periods and special initiatives

Systems & Process Adherence

• Utilize HRIS and case management tools, including Dovetail or similar systems
• Follow established processes, procedures, 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
• 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, and 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 skills
• 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