Benefits Specialist (Health & Welfare and Retirement)

About the role

The 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 consultant will bring prior benefits experience and be able to quickly contribute in a fast-paced, service-oriented environment.

This is a high-volume, service-oriented role requiring accuracy, responsiveness, and the ability to manage multiple benefit-related inquiries simultaneously.

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.

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.

Required Skills

• Employee Benefits Case Management - Minimum 5 years’ experience handling Health & Welfare Retirement benefit cases, including 401(k), pension and deferred compensation plans in a high volume environment.
• Customer Service & Communication - Ability to communicate benefit information clearly, respond professionally to employee inquiries, and provide timely follow-up to ensure a positive employee experience.
• Problem Solving & Organizational Skills - Strong analytical thinking, attention to detail, time management, and the ability to manage multiple priorities while resolving benefit related issues accurately.
• Minimum 5 years of hands-on experience in employee benefits.
• Experience must include Health & Welfare and / or Retirement plans.
• Demonstrated ability to manage benefit-related cases in a high-volume environment.
• Ability to manage multiple priorities effectively.
• Proficiency in Microsoft Office and ability to quickly learn internal systems.
• 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.

Preferred Experience

• 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.

Benefits

If hired, you will enjoy the following ECLARO Benefits:

• 401k Retirement Savings Plan administered by Merrill Lynch
• Commuter Check Pretax Commuter Benefits
• Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO