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Careers

Working at HealthSavings means you’ll be part of an organization that supports its employees and customers. We delight in caring for each other, so we look for new employees who bring that can-do energy to work each day.

We want our employees to solve problems as they arise, and to help the customer beyond what they expect. So if you have initiative, this is your kind of company.

To apply, send your resume, cover letter and salary requirements to: GreatJobs@HealthSavings.com. (No phone calls or agencies, please.) Incomplete applications will not be considered.

Apply Now


Current Openings

Business Relations Representative

Marketing Manager

Operations Specialist


Job Title: Business Relations Representative

Status & Salary: Full-Time Non-Exempt, Negotiable

Deadline: April 30

Purpose

Support multi-levels of clients including Sales and Human Resource Executives, Account Managers, Advisors, Employer Groups and HSA Participants for HealthSavings Administrators.

The Business Relations Representative (BRR) acts as the first point of contact for HealthSavings’ business customers, including producers and their clients. The BRR is responsible for ensuring an extraordinary customer experience maintaining relationships and providing prompt and accurate service.

The BRR will drive customer retention and growth through accurate posting of daily work through Salesforce, IPX and other technology systems, handling customer complaints and inquiries, a commitment to accuracy, and strong organization skills.

Essential Functions

  • Commitment to provide excellent service to HealthSavings’ business relationships, listening and providing solutions on a case-by-case, client-by-client basis which may include policy, procedure, process, compliance and risk assessment.
  • Retain existing relationships via reactive servicing through phone queue or email correspondence by providing exceptional problem solving, ownership and follow through.
  • Product knowledge expert on health savings accounts (HSAs)
  • Ability to work within multiple systems — Salesforce, IPX, TSYS, etc. — while addressing, researching and determining a solution to resolve the customer’s concerns and questions.
  • Maintains Salesforce database activities, such as communications, customer inquiries, customer response, case status and other important updates.
  • Maintain awareness of call center statistics (e.g., call volume, abandonment rate, speed to answer, etc.) to achieve high performance and ensure adherence to SLA’s and company quality standards
  • Maintain a positive team environment that promotes self-empowerment and provides a high-level of customer satisfaction
  • Ensure positive cross-departmental communications.
  • Utilize internal resources to respond to customer inquiries accurately and in a timely manner.
  • Process client requests and respond to product and service inquiries in a responsible, timely and accurate manner.
  • Ability to effectively communicate and reinforce changes in operational policies and procedures.
  • Take ownership of escalated issues and report system or policy issues to appropriate parties.
  • Act as an advocate for the customer by submitting feedback through appropriate channels.
  • Follow HealthSavings’ brand standards
  • Other duties as assigned

Essential Skills

  • Excellent business relationship service and communication skills
  • Excellent time management and organization skills
  • Excellent verbal and written skills
  • Ability to communicate with high-level executives regarding HSA products
  • Ability to exercise good judgement and solve problems
  • A natural concern for people; empathic, positive and patient
  • Reliable
  • Results-driven
  • Knowledge of Microsoft Office, particularly Word, Excel, Access and Outlook
  • Knowledge of Salesforce (or working in a CRM database) is a plus
  • Experience using a case-based approach to resolve customer issues
  • Experience using databases/different software platforms
  • Ability to work independently and as part of a team

Qualifications

  • High school diploma or equivalent; Associates Degree preferred
  • 2‒5 years’ experience within a progressive customer care/call center environment
  • Typing speed 40WPM
  • Ability to successfully pass a background check and other pre-employment screening

Physical Requirements

This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have good hand-eye coordination; arm, hand and finger dexterity, including the ability to grasp; and visual acuity to use a keyboard, operate equipment and read. The employee is frequently required to sit, reach with arms, talk and hear. On occasion, the employee may be required to lift, carry or move light to medium weights of 1-40 pounds.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. This job description is not a contract.


Job Title: Marketing Manager

Status & Salary: Full Time Exempt, Negotiable

Deadline: April 30

Purpose

To lead, manage and implement marketing activities that strengthen the HealthSavings brand and boost sales and conversion

Essential Functions

  • Build marketing programs to support specific marketing objectives across different channels and segments in support of our overall strategic marketing plan
  • Execute marketing programs from start to finish, driving collaboration with the stakeholders and leveraging the right internal processes
  • Leverage marketing automation software (e.g., Pardot) to create lead generation and automation campaigns
  • Understand HealthSavings’ products and translate technical details into customer benefits and clear processes
  • Work with marketing and sales teams to identify key messages and create collateral to support product marketing campaigns and sales efforts
  • Leverage product marketing metrics, Voice of the Customer (VOC) and market trends to position products; work closely with Market Research Analyst to track and report results
  • Assist with onboarding clients by completing their branded set-up, as needed
  • Champion products with internal sales team and other staff members; help train, support and build awareness and understanding
  • Manage tradeshows and other events, including registration, pre-event and post-event communications, booth development, sales collateral, etc.
  • Provide marketing support for Sales Directors, such as custom emails/templates, PowerPoint slides, channel partner support and communication, etc.
  • Create, manage, and track annual marketing budget
  • Test product features and adjust marketing plans, as needed
  • Measure and report on the success of marketing campaigns and efforts
  • Ensure the accuracy of content
  • Follow and champion HealthSavings’ brand standards
  • Collaborate closely with the Vice President, Marketing & Communications; Marketing & Communications Director, and other members of the HealthSavings team, including outsourced agencies and freelancers
  • Other duties as assigned

Essential Skills

  • Excellent communication skills
  • Excellent verbal communication skills
  • Excellent time management, project management, organization and planning skills
  • Excellent attention to detail
  • Excellent understanding of marketing trends
  • Strong knowledge of Microsoft Office, particularly Word, PowerPoint and Excel
  • Strong knowledge of website content management systems (e.g., WordPress)
  • Strong knowledge of social media platforms (e.g., LinkedIn, Twitter, YouTube)
  • Strong knowledge of marketing automation platforms (e.g. Pardot) and strategies
  • Experience building complex marketing programs and reporting on the results
  • Experience with digital and direct response marketing
  • Experience with CRMs (e.g. Salesforce)
  • Experience in market analysis
  • Experience using web analytics tools (e.g., Google Analytics)
  • Experience working with design agencies, freelancers, printers, mail shops and other vendors
  • Ability to think creatively and analytically / quantitatively
  • Ability to work independently and as part of a team
  • Proven capability to work in a fast-paced environment, responding to shifting priorities
  • Pro-active, enthusiastic and proven rapid learning capabilities

Qualifications

  • Bachelor’s degree in marketing, communications or similar field
  • 5+ years of product marketing management experience for a rapidly scaling organization
  • Experience in the financial services or healthcare industry a plus

Physical Requirements

This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have good hand-eye coordination; arm, hand and finger dexterity, including the ability to grasp; and visual acuity to use a keyboard, operate equipment and read. The employee is frequently required to sit, reach with arms, talk and hear. On occasion, the employee may be required to lift, carry or move light to medium weights of 1-40 pounds.


Job Title: Operations Specialist

Status & Salary: Full-Time Non-Exempt, Negotiable

Deadline: May 8

Purpose

Responsible for daily operational activities supporting the needs of participants. Coordinates various transactional events related to money movement to support customer requests.

Essential Functions & Responsibilities

  • Requires the ability to communicate effectively and respond to a wide variety of individuals both orally and in writing.
  • Answer incoming emails, also track/store incoming emails.
  • Document all communication with customers within multiple systems 100% of the time.
  • Assist in resolving problems through research and effectively communicate the outcomes to customers and management.
  • Requires the ability to exercise judgment, adhere to confidentiality, take initiative, prioritize work and meet non-negotiable timeframes.
  • Attention to detail in a time-pressured, high volume work environment.  Requires a high level of accuracy with the ability to concentrate on detailed information for extended periods of time.
  • Significant knowledge of Microsoft Office suite.
  • Process paperwork for new and existing clients. Including, but not limited to, Enrollments, Transfers, Authorized signers, Beneficiaries, Name changes, and Address changes, Investment Changes, Withdrawals.  Will be trained to perform multiple operational support functions.
  • Demonstrated ability to work collaboratively with peers and others toward problem resolution.

Essential Skills

  • Good comprehension skills (computer and email), with the ability to listen to and understand information and ideas presented through verbal communication and written communication.
  • Ability to communicate effectively, verbally and in written form, in a calm and professional manner, particularly when under pressure.
  • Good decision-making skills, with the ability to analyze information, evaluate results, and implement the best solution to solve problems or challenges.
  • Detail-oriented, with the ability to plan, prioritize, multi-task and meet deadlines in a fast-paced environment.
  • Exceptional interpersonal skills and human relation skills that positively benefits interaction with clients, peers and supervisors.
  • Ability to exercise good judgment and self-control.
  • Ability to learn and explain IRS regulations and guidance related to health savings accounts.
  • Must demonstrate enthusiasm, trustworthiness, personal integrity and honesty.
  • Ability to work autonomously and understand when management needs to be involved in decision-making.
  • Team player, who genuinely gains satisfaction from working and succeeding with others.
  • Self-motivated, while demonstrating motivation to keeping up to date professionally.
  • Demonstrated ability to operate safely in the workplace.
  • Health savings account knowledge a plus.
  • Knowledge of Salesforce a plus.

Qualifications

  • Associates degree or higher preferred.
  • At least 3 years of experience in a relevant specialized financial support environment.
  • Good computer skills, with effective working knowledge of the primary Microsoft Office programs, including Access.
  • Ability to successfully pass a background check and other pre-employment screening.

Physical Requirements

This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have good hand-eye coordination; arm, hand and finger dexterity, including the ability to grasp; and visual acuity to use a keyboard, operate equipment and read. The employee is frequently required to sit, reach with arms, talk and hear. On occasion, the employee may be required to lift, carry or move light to medium weights of 1-40 pounds.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. This job description is not a contract.