Benefits Specialist

About Crown Family Philanthropies

Henry Crown & Company/CC Industries is a Chicago‑based, privately‑held company that manages business, philanthropic, and family interests for a multi‑generational family. The business ventures span wholly‑owned operating companies, public and private equity investments, and real estate. The firm also supports individual and collective giving through Crown Family Philanthropies and offers traditional family office services across generations. Approximately 350 professionals work in investment management, corporate development, financial operations, tax, research and innovation, human resources, information technology, and legal.

The Benefits Analyst supports the administration, analysis, and ongoing improvement of the company’s health and retirement benefit programs. This role partners closely with internal teams, external vendors, Crown Family households, and small businesses to support benefit audits, billing and funding processes, coverage comparisons, and individual health plan needs assessments. The Analyst also provides cross‑functional administrative support for retirement plans (401(k), pension, SERP, non‑qualified plans) and health benefits (insurance, FSA, HSA, voluntary benefits).

Strong attention to detail, a service‑oriented mindset, and the ability to prepare benefits‑related analysis using data tools, including artificial intelligence and the company’s data warehouse, are essential.

• Act as liaison with HCC HRIS, vendors, accounting, and operating companies’ HR teams in performing quarterly benefit audits and issue resolution and process improvement
• Provide administrative support for retirement plan processes, including 401(k), pension, profit sharing, SERP, and non‑qualified plans
• Provide administrative support for health and welfare processes, including insurance, voluntary benefits, spending accounts, etc.
• Assist in annual compliance matters
• Audit payroll deductions and deferrals for accuracy and timeliness
• Establish and maintain effective and responsive relationships with Family Services to deliver exceptional customer service for our small household benefit plans
• Establish and maintain relationships with service providers to ensure timely and effective service solutions and problem resolution
• Assist in the calculation and administration of incentive plans
• Provide administrative support for ACA 1095/5500 processing and filing
• Provide administrative back‑up as leave administrator for corporate office employees
• Conduct employee benefit orientations as part of onboarding
• Perform benefit administration for corporate office employees, including fielding questions regarding all benefit offerings
• Assist with annual Open Enrollment (benefit solver testing, OE communication review, etc.)
• Utilize the data warehouse to monitor and identify trends to target cost‑saving opportunities in health plans
• Support ongoing benefits initiatives as necessary and appropriate
• Participate in key vendor meetings and strategy sessions
• Provide administrative back‑up for all benefit vendor billing
• Assist with other processes and projects as needed

• Bachelor’s degree in business administration, finance, or a related field
• 2‑4 years of experience in health benefits and retirement‑related fields
• Intermediate MS Excel ability (iterative calculations, nested IF statements, named ranges, formatting, VLOOKUP/offset functions, ActiveX control form, etc.)
• Strong analytical capabilities, including attention to detail and problem‑solving with complex data input/output and calculations
• Understanding of health and welfare plans, associated offerings, and the health insurance industry
• Understanding of retirement plans, including DC, DB, PS, SERPs, and…