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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.

Current Openings:

Operations Specialist
Client Support Specialist


Operations Specialist

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

Reports to: Director of Operations

How to Apply: Send your resume, cover letter, and salary requirements to GreatJobs@HealthSavings.com

Purpose

Responsible for daily operational activities, supporting the needs of HealthSavings’ 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 verbally and in writing
  • Answer incoming emails, also track and store incoming emails and manage caseload within Operations queues
  • Process customer orders such as debit cards in a responsible, confidential, timely and accurate manner consistent with internal policies
  • Participate in researching and resolving critical incidents specific to debit card processing
  • Process customer demographic changes and complete account maintenance in a responsible, timely and accurate manner
  • Review, update and/or create new operational procedures, as needed
  • Act as an advocate for the customers by submitting feedback through the appropriate channels
  • Consistently meet and exceed all customer service standards
  • 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
  • Process paperwork for new and existing clients, including, but not limited to, Enrollments, Transfers, Authorized Signers, Beneficiaries, Name Changes, Address Changes, Investment Changes, Withdrawals, etc; will be trained to perform multiple operational support functions
  • Demonstrated ability to work collaboratively with peers and others toward problem resolution
  • Other duties as assigned

Essential Skills

  • Good comprehension skills (computer and email), with the ability to listen to and understand information and ideas presented through verbal 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; have and maintain a high level of empathy
  • 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 be up-to-date on a professional basis
  • Health savings account (HSA) knowledge a plus
  • Knowledge of and ability to use Salesforce a plus

Qualifications

  • High school diploma required
  • Continuing education in Business or Finance desired
  • At least 3 years of experience in a relevant specialized financial support environment
  • Sufficient computer skills, with effective working knowledge of the primary Microsoft Suite programs
  • Ability and willingness to work over-time when required
  • Ability to successfully pass a background check, drug test and/or 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.

HealthSavings Administrators is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, genetics, veteran status or any other basis protected by law.


Client Support Specialist

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

Reports to: Head of Sales

How to Apply: Send your resume, cover letter, and salary requirements to GreatJobs@HealthSavings.com

Purpose

Responsible for daily operational type activities directly supporting the needs of employer clients. Coordinates various transactional events not related to money movement in support of client requests. Interacts regularly with the Operations department. The CSS will drive customer retention and growth through accurate processing of daily work through various service and support technology systems and processing client service requests with a commitment to accuracy, attention to detail, and strong organization skills.

Essential Functions & Responsibilities

  • Process service requests for new and existing clients; Including, but not limited to, new plan & pricing setups, plan pricing changes, employee terminations/rehires, plan to plan transfers, etc.
  • Manage caseload within work queues and process orders in a timely and accurate manner consistent with internal policies and procedures.
  • Process client changes and client account maintenance in a responsible, timely and accurate manner.
  • Review, update and/or create new procedures as needed.
  • Participate in researching and resolving critical and urgent issues.
  • Exercise judgment, adhere to confidentiality, take initiative, prioritize work and meet non-negotiable timeframes.
  • Pay attention to detail in a time-pressured, high volume work environment.
  • Deliver high-level accuracy with the ability to concentrate on detailed information for extended periods of time.
  • Retrieve employer client-specific reporting on contributions, enrollments, CIP status, transfers, etc.
  • Demonstrated ability to work collaboratively with peers and others toward problem resolution.
  • Possess HSA Product knowledge, and HealthSavings operational process knowledge expertise.
  • Work within multiple systems — Salesforce, IPX, TSYS, etc. — while addressing, researching and determining a solution to resolve the client’s concerns and questions.
  • Ensure positive cross-departmental communications.
  • Utilize internal resources to respond to client inquiries accurately and in a timely manner.
  • Process client requests and respond to product and service inquiries in a responsible, timely and accurate manner.
  • Other duties as assigned.

Essential Skills

  • Good comprehension skills 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.
  • 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.
  • Excellent time management and organization skills.
  • Ability to exercise good judgement, problem-solving and self-control.
  • 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.
  • 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.
  • Health savings account (HSA) knowledge a plus
  • HealthSavings operational process knowledge strongly desired.

Qualifications

  • 2‒5 years’ experience in HSA operations required.
  • High school diploma required.
  • Good computer skills, with effective working knowledge of the primary Microsoft Office programs.
  • Ability and willingness to work overtime when required.
  • 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.

HealthSavings Administrators is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, genetics, veteran status or any other basis protected by law.

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The 2020 HSA contribution deadline has been extended to May 17. HealthSavings account holders, make a 2020 contribution here.