Benefits Specialist (Health & Welfare & Retirement)

About the role

Our client, a leading financial services organization, is seeking a Benefits Specialist to support the administration of employee Health & Welfare and Retirement benefits programs. This role will serve as a key resource for employees, managing benefit-related inquiries and case resolutions while ensuring a high level of accuracy, compliance, and customer service. This is a contract position from October 26, 2026 to April 23, 2027.

Responsibilities

• Manage high-volume employee benefit cases involving Health & Welfare and Retirement plans
• Research, track, and resolve employee benefit inquiries accurately and efficiently
• Support administration of medical, dental, vision, 401(k), pension, and deferred compensation programs
• Interpret benefit plans and provide accurate guidance to employees
• Escalate complex or sensitive benefit issues when appropriate
• Maintain complete and accurate documentation within HRIS and case management systems
• Respond promptly to employee inquiries while delivering a positive customer experience
• Partner with HR, payroll, legal, and other stakeholders to resolve benefit-related matters
• Assist with reducing case backlogs and improving service delivery timelines
• Adhere to established processes, service standards, and compliance requirements
• Identify recurring issues, trends, and process improvement opportunities
• Support special projects and peak-volume periods as needed

Requirements

• 5+ years of hands-on employee benefits experience
• Experience managing Health & Welfare and/or Retirement benefit cases in a high-volume environment
• Strong knowledge of benefits administration, including medical, dental, vision, 401(k), pension, and deferred compensation plans
• Demonstrated case management and issue resolution experience
• Strong customer service and employee support skills
• Excellent verbal and written communication abilities
• Strong analytical, problem-solving, and organizational skills
• Ability to manage multiple priorities and deadlines simultaneously
• Proficiency with Microsoft Office applications
• Experience utilizing HRIS and case management systems

Qualifications

Preferred qualifications include:

• Bachelor's degree or equivalent professional experience
• Experience supporting both Health & Welfare and Retirement benefit plans
• Familiarity with 401(k), pension, and deferred compensation programs
• Previous experience in benefits administration or HR shared services environments
• Experience using case management platforms such as Dovetail or similar solutions

Skills

• Customer-focused mindset with a commitment to service excellence
• High attention to detail and accuracy
• Strong problem-solving and analytical capabilities
• Ability to work independently with minimal supervision
• Effective time management and prioritization skills
• Adaptability within a fast-paced environment
• Collaborative team player who partners effectively across functions
• Professional and polished communication skills

Benefits

• Medical, Dental, & Vision Insurance Plans
• Employee-Owned Profit Sharing (ESOP)
• 401(k) offered

Pay

The approximate pay range for this position is between $46.00 and $66.00. Final compensation may vary based on factors including background, knowledge, skills, and location. The employer complies with local wage minimums.

Schedule

Location: NYC. Work model: Hybrid, 3 days onsite.