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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.


Current Openings

Member Services Advisor

Regional Sales Director

Financial Analyst


Job Title: Member Services Advisor

Status & Salary: Full Time Non-Exempt, Negotiable

Deadline: September 5

Purpose

Within our call center, provides exceptional customer service to all accountholders via phone and/or email. Resolves all questions and concerns in a timely and professional manner. Coordinates problem resolution with all other applicable departments.

Essential Functions

  • In a comprehensive and professional manner, answers all incoming questions related to HealthSavings and the services provided to our accountholders
  • Resolves product and/or service problems by clarifying the customer’s issue and determining the cause of the concern
  • Explores each accountholder’s concern beyond the initial question or inquiry, in an effort to provide the accountholder with a fuller understanding of the issue at hand
  • Selects and explains the best solution, beyond the minimal answers, to solve the concern, providing the appropriate solution and or form (with instructions on use)
  • Utilizing available software or internal tools, timely follow-up of all incoming concerns to ensure resolution of all incoming concerns
  • Accurately documents interactions with customers in detailed, functional form
  • Proactively identifies customer needs and makes appropriate recommendations to management
  • Educates callers about health savings accounts
  • Acts as a liaison with Bank custodian to help resolve accountholder service questions or issues
  • Other duties as assigned
  • Writes detailed notes in customer’s account of any conversation, request or change made in the account

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 a superior 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

Qualifications

  • High school diploma or educational equivalent
  • At least 1 year of experience in a relevant specialized customer service 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.


Job Title: Regional Sales Director

Status & Salary: Full Time Exempt, Negotiable

Deadline: August 25

Purpose

To sell and promote HealthSavings‘ products and services to financial institutions

Essential Functions

  • Regularly engage in business development activities, including but not limited to sales calls (face-to-face and/or via telephone), prospect and client email communications, webinars, public speaking and entertaining
  • Identify, cultivate and build relationships within the financial institution distribution channel, primarily banks and credit unions, calling on C-suite executives
  • Generate and qualify leads
  • Source and develop client referrals
  • Prepare sales action plans and strategies
  • Schedule sales activity
  • Make sales calls to new and existing clients
  • Develop and make presentations of company products and services to current and potential clients
  • Negotiate with clients
  • Develop sales proposals
  • Prepare and present sales contracts
  • Conduct product demo’s and training
  • Promptly and accurately record sales activity and client interactions in Salesforce
  • Prepare Sales reports for Management
  • Respond to sales inquiries and concerns by phone, electronically or in person
  • Ensure customer service satisfaction and good client relationships
  • Monitor competitors, market conditions and product development
  • Attend and actively network at tradeshow events and conferences
  • Collaborate closely with Employer Services and other departments regarding client onboarding and retention
  • Actively participate in ongoing training, development and coaching
  • Follow HealthSavings’ brand standards
  • Other duties as assigned

Essential Skills

  • Experience in sales
  • Knowledge of principles and best practices of sales
  • Proven ability to achieve sales targets
  • Knowledge of customer service principles
  • Knowledge of basic business principles
  • Excellent verbal and written communication and presentation skills
  • Excellent technical skills and knowledge of relevant computer applications
  • Excellent time management, project management, organization and planning skills
  • Excellent attention to detail
  • Good comprehension skills with the ability to listen to and understand information and ideas presented through verbal communication
  • Good decision making skills with the ability to analyze information, evaluate results and solve problems or challenges
  • Must have enthusiasm, a good attitude, be trustworthy, personal integrity, a high level of ethics and honesty
  • Capacity and flexibility to adapt to change and unanticipated shifts in priorities
  • Ability to communicate effectively in a calm and professional manner when under pressure
  • Ability to deal effectively and professionally with coworkers, managers, prospects, clients and partners
  • Ability to work independently and as part of a team while understanding when a superior should be involved in decision making
  • Ability to exercise good judgment and self-control
  • Ability to learn and explain IRS regulations and guidance related to health savings accounts

Qualifications

  • Must have at least 3 years’ experience selling directly to financial institutions’ C-suite executives
  • Excellent computer skills with a high level of proficiency in Microsoft Office
  • High school diploma or educational equivalent; Bachelor’s degree preferred
  • Ability and desire to travel frequently at least 50% of the time with overnights
  • Ability to successfully pass a background check and other pre-employment screening
  • Consistent recognition as a sales leader or award winner is a plus

Physical Requirements

  • Able to lift and carry items up to 50 lbs
  • Able to sit at a desk, in a car or on an airplane comfortably for extended periods of time
  • Able to stand for several hours at a time and travel nationally without any significant limitations
  • Able to hear and speak to customers primarily by phone
  • Able to see and read on computer screen and paper
  • Able to use hands and fingers to operate office equipment

Job Title: Financial Analyst

Status & Salary: Full Time Exempt, Negotiable

Deadline: August 24

Purpose

Conduct quantitative analyses. Provide accurate and data-based analysis of company’s revenue and cost components and profitability. Research and analyze financial information to help company make well informed decisions. Write reports and monitor financial trends.

Essential Functions

  • Develop and build forecasting models, research financial and economic trends for specific projects, and provide technical solutions for business analysis
  • Forecast important business variables, generate monthly/quarterly business reviews, analyze both historical and forecasting results, and make business recommendations
  • Develop methodologies and processes that provide transparency of costs and cost drivers to recipient businesses, and analyze current financial results to identify and address evolving business issues and opportunities
  • Provide management and business clients with project statuses
  • Perform reporting and analysis to support presentation and ad-hoc requests
  • Articulate outcomes of analysis and relevant insights
  • Partner with business leadership to assess the financial implications of ongoing efforts to grow the organization
  • Develop presentations to communicate business and analysis results to senior leadership audiences
  • Provide continual communication and reporting to the sales team and upper management, including interpretation of progress compared to expectations
  • Financial analysis and reporting: accurately analyze/explain key cost drivers and monthly variances, suggest actions to the business and manage the regular reporting process
  • Budgeting, forecasting and Profit & Loss (P&L) management
  • Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
  • Ad-hoc requests and special projects
  • Identify trends and developments in competitive environments and presents findings to senior management
  • Provide creative alternatives and recommendations to reduce costs and improve financial performance
  • Follow HealthSavings’ brand standards
  • Other duties as assigned

Essential Skills

  • Advanced skills in Microsoft Office, particularly Word, Excel, and Visio or Proficient in spreadsheets, databases, MS Office and financial software applications
  • Strong initiative and ability to gather and interpret relevant data and information
  • The role requires exceptional analytical, problem solving, organizational, and project management skills
  • Independently manage and prioritize workload
  • Articulate outcomes of analysis and relevant insights
  • Partner with business leadership to assess the financial implications of ongoing efforts to grow the organization
  • Develop presentations to communicate business and analysis results to senior leadership audiences
  • Excellent communication skills written and verbal
  • Hands on experience with statistical analysis and statistical packages

Qualifications

  • Bachelor’s degree from an accredited college or university of equivalent experience, Finance concentrations preferred
  • At least 3 years’ experience in financial analysis
  • At least 3 years’ experience with financial modeling
  • Experience in the financial services or retirement 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.