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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
Senior Account Manager
Risk Mitigation Analyst


Operations Specialist

Job Title: 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.


Senior Account Manager

Job Title: Senior Account Manager

Status & Salary: Full-Time Exempt, Negotiable

Reports to: Chief Revenue Officer

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

Purpose
Senior Account Manager (SAM) provides exceptional customer service to employer groups via phone, email, and face to face contact. Resolves all questions and concerns in a timely and professional manner. Coordinates problem resolution with all other applicable departments. Increase adoption, contribution and enrollment with assigned employer groups.

Essential Functions & Responsibilities

  • Manages and grows existing block of employer-based accounts, broker firm partners, and advisor partners
  • Meets assigned account growth objectives within the assigned block of employer business
  • Keeps executive management updated on material changes within assigned accounts
  • Executes on referral strategy for new business
  • Primary point of contact for assigned distribution partners and plan sponsor admins, using a team of support individuals to handle operational issues as they arise and report back to partner all resolutions
  • Manages new identified advisor and broker firms as they become known by the implementation team
  • Manages new plan sponsors as through the setup and onboarding phase
  • Identifies issues and engage teams for resolution
  • Advocates for the brokers and advisors, provide industry updates and any specific industry or partner communications in conjunction with marketing
  • Employs a cross-functional team approach for educational email campaigns, webinars, open enrollment materials or webinar support
  • Assists in developing policy and procedures for growth, messaging, calls and face to face meetings
  • Assists in developing overall Account Management plan to include outbound call campaign, onsite visits, with identified metrics tracked thru CRM
  • Assists account managers on a daily basis with issues and coaching on growth objectives
  • Attends local industry events, meetings (Health Underwriters, Plan Sponsors) to build face to face relationships
  • Development of written account management plan and strategy execution. Plan will be developed and executed in conjunction with marketing and other cross functional teams- activity and results reported on weekly activity and board reports.
  • Weekly 1:1 meeting to discuss status and volume of advisors and broker referrals.
  • Support SAM with retention, growth, face to face meetings, and escalated issues with advisors to ensure repeated identified advisor concerns are documented in SF and reported to ELT team for resolution planning
  • Other duties as assigned

Essential Skills

  • Effective verbal and written communication skills
  • Detail-oriented with exceptional organization skills
  • Proficient in Microsoft Office Suite, specifically Access, Outlook, Excel and Word
  • Works well under pressure and remains calm while engaged in stressful conversations with employers
  • Resolves conflict in a timely and effective manner
  • Able to multi-task, organize and prioritize work
  • Works independently and as a team member
  • Strong analytical skills
  • Ability to learn and explain IRS regulations related to Health Savings Accounts
  • Health insurance and/or HSA knowledge a plus

Bi-Weekly / Monthly Activity Reports

  • Bi-weekly activity reports will be completed and reviewed with CRO. Activities can include the following: calls and call campaigns, webinars, email campaigns, new sales opportunities, new advisor and partner opportunities, face to face meetings, presentations and other activity related to achievement of goals
  • Provide monthly narrative that will be part of the Board of Directors report to the CRO
  • Provide daily status to CRO regarding issues / barriers and material events that may impact the business

Qualifications

  • Associate degree or 5-10 years of relevant experience required
  • Experience in managing multiple large customers with proven track record of growth
  • Ability to successfully pass a background check and other pre-employment screenings

Incentive Plan

  • Incentive plan available based on meeting growth metrics

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.


Risk Mitigation Analyst

Job Title: Risk Mitigation Analyst

Status & Salary: Full-Time Exempt, Negotiable

Reports to: Vice President of Operations

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

Purpose
The position is responsible for the monitoring of the HealthSavings debit card portfolio focusing on debit card transactions utilizing various software systems and will be recognized as the subject matter advisor on EFTs.

Essential Functions & Responsibilities

  • Monitor debit card and ATM transactions with the utilization of internal systems and in conjunction with our card provider in refining rules that are needed to uncover and prevent possible fraudulent transactions or unauthorized card transactions
  • Utilize best practices and industry insight to proactively implement processes and procedures for outstanding customer experience when completing debit card transactions
  • Assess potential risk involved with EFT payments (debit card transactions) to continuously refine fraud management parameters to mitigate losses and improve overall customer experience
  • Develop alert queues and reports daily working in conjunction with Operations to enable making outbound calls to customers to verify charges
  • Track and monitor debit card inventory and mailers to meet demand, including oversight of debit
    card reissues and co-brand quantities
  • Develop reporting to provide insights into the daily EFT activities to enable sound business decisions
  • Analyze transaction patterns to identify suspicious activity and present findings on a monthly basis to Senior Leadership
  • Lead monthly calls and provide vendor management oversight with our debit card provider
  • Follow HealthSavings’ brand standards
  • Other duties as assigned
  • Some travel required

Essential Skills

  • Must be able to demonstrate proficient expertise in Excel and BI analytics tools
  • Past experience analyzing debit card transactions and recommending fraud prevention techniques
  • Ability to adapt to new technology and be proficient in its operation
  • Ability to cooperate with others and work as part of a team
  • Ability to readily adapt in response to changes in schedule and work priorities
  • Must be an effective communicator and comfortable in presenting to Senior Leadership

Qualifications

  • 3-5 years’ experience in ATM/debit card area
  • Bachelor’s Degree in a related field or the equivalent combination of education, training and/or experience
  • Advanced skill in capturing and analyzing large sets of qualitative and quantitative data for recommending and supporting sound business decisions
  • In-depth knowledge of a broad range of research tools, trends, issues, and technologies
  • Strong project management, research, analytical, and problem-solving skills
  • Highly effective interpersonal, verbal, and written communication skills, including skill in persuading and negotiating, working with all levels of management and external organizations, and communicating complex ideas to non-technical people

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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