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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


Job Title: Customer Services Advisor

Status & Salary: Full Time Non-Exempt, Negotiable

Deadline: April 7

Purpose

Provide the next-level customer experience within our customer chat and email platforms. The ideal candidate will have impeccable writing skills and a problem-solving mindset to assist our customers in resolving issues and completing account transactions.

Essential Functions & Responsibilities

  • Provide lightning fast, best in class customer support through a high-volume chat and email channel.
  • Respond to multiple inbound chats and emails; gather and verify required information as appropriate.
  • Identify current and prospective customer needs and determine appropriate solutions to resolve all issues and concerns as well as qualify leads and explain type of service or product offered that may be beneficial to the customer.
  • Communicate information and answer questions regarding health savings account (HSA) regulations and customer accounts.
  • Complete system documentation and tasks to assure follow-through of appropriate actions.
  • Accurately tag conversation topics and issue types and ensure proper recordkeeping.
  • Triage and prioritize a variety of cases with razor-sharp focus in Salesforce.
  • Delegate appropriate tasks to our support team and work with them to deliver excellent results.
  • Make outbound and take inbound calls to resolve customer issues and requests, while simultaneously responding to customer chat conversations.
  • Meet defined metrics for productivity, quality, and customer experience.
  • Maintain thorough systems, network and product knowledge.
  • Leverage tools and processes (including prepared responses) appropriately.
  • Other duties as assigned.

Essential Skills

  • Proven track record (1+ year) of delivering exceptional service at a customer-oriented business
  • Friendly in nature and an eager solution-creator who’s no stranger to hospitality, live chat, or call center type work (1+ year)
  • Passion for working with the public and all types of people—and the ability to do so with ease and grace
  • Computer savvy, including experience with Salesforce or a similar customer relationship management (CRM) system
  • Ability to multitask on a regular basis, handling multiple requests and communications at once
  • A natural at efficient and straightforward communication in a non-scripted, high-touch service environment
  • Superb written communication skills as well as efficient, diplomatic and friendly phone manner
  • Intuitive ability to manage and prioritize cases based on a variety of dynamic conditions
  • Demonstrated experience owning customer issues and following them until the customer is happy
  • Comfortable being empowered to make decisions; demonstrated sensibility and understanding of the financial implications of those decisions.
  • Availability to provide additional hours and other occasions when business requires it
  • Availability of a stable high-speed Internet connection and a quiet workspace at home, in the event of office closing or the need to work from home

Qualifications

  • High School diploma or equivalent required
  • U.S. citizen
  • Ability to type 35 WPM efficiently, at a minimum
  • Excellent grammar and spelling
  • Ability to recognize consultative upsell/cross-sell opportunities
  • Ability to provide a high level of accuracy with excellent attention to detail
  • Excellent interpersonal communication skills (i.e., verbal, written, listening)
  • Excellent research and customer service problem solving skills required
  • Experience with Word, Excel and Windows
  • Experience with Salesforce or a similar customer relationship management (CRM) system

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: Administrative Assistant

Status & Salary: Full Time Exempt, Negotiable

Deadline: April 7

Purpose

To perform a wide range of administrative and office support functions for HealthSavings and its leaders

Essential Functions

  • Collaborate closely with the President and other members of the HealthSavings team
  • Responsible for confidential and time sensitive material
  • Prepares and edits routine and advanced communications and correspondence, including letters, memoranda, reports, presentations and other documents as well as conduct research, collect and analyze data to prepare reports and documents
  • Assists President with follow up on deliverables; coordinates project-based work; files and retrieves documents and reference materials
  • Manages and maintains executives’ schedules, appointments and travel arrangements
  • Arranges and coordinates meetings and events, including scheduling, preparing agendas and recording, transcribing and distributing meeting minutes
  • Monitor, screen, respond to and distribute incoming communications, including answering and managing incoming calls
  • Receive, interact with and direct incoming visitors and external clients and liaise with internal staff at all levels
  • Perform general clerical duties, including photocopying, faxing and mailing; maintaining office supply inventories, including business card orders; and coordinating and maintaining records for staff, such as telephone directories, etc.
  • Perform Salesforce clerical support, as needed
  • Follow HealthSavings’ brand standards
  • Other duties as assigned

Essential Skills

  • Proven track record and familiarity with a variety of the field’s concepts, practices and procedures with proven ability to implement best practices
  • Relies on experience and judgment to plan and accomplish goals
  • A wide degree of creativity and latitude is expected
  • Ability to work independently with direction and collaborate well in a team setting
  • Excellent problem solving skills and willingness to get the job done
  • Excellent communication skills
  • Excellent time management, project management, organization and planning skills
  • Excellent attention to detail
  • Experience developing reports for executive management
  • Proactive, enthusiastic and proven rapid learning capabilities

Qualifications

  • Requires an associate’s degree or its equivalent; Bachelor’s degree a plus
  • 3+ years of experience providing support at a high level
  • Strong computer skills and in-depth knowledge of relevant software, including MS Office Suite (Word, Excel, PowerPoint, etc.), web-sharing software such as GoToMeeting, Adobe Professional, etc.
  • Experience with Salesforce 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: Client Relationship Manager

Status & Salary: Full Time Exempt, Negotiable

Deadline: April 7

Purpose

To generate revenue by building relationships and penetrating specific national accounts utilizing selling skills, marketing knowledge and analytical ability

Essential Functions

  • Manage a number of key client relationships and achieve revenue goals by identifying client goals and then selling outcome-based program designs that deliver measurable success against the clients’ measure of success
  • Work directly with clients and develop custom business plans including revenue forecasting and the specific programs and campaigns that incorporate HealthSavings’ sales, marketing, product and service capabilities to increase client penetration which leads to incremental revenue growth from its key strategic partners
  • Provide consistent client communication and collaboration to proactively manage, build and retain relationships with key clients through regular email, phone, webinar and face-to-face communication across a broad range of contacts in our key clients’ businesses from frontline staff to executive level; research and provide accurate and timely solutions
  • Support key client questions and queries through a solid understanding of HealthSavings’ value proposition including platform, product and service capabilities along with a strong knowledge of the RIA retirement industry
  • Train clients on the phone, webinar and in person on how to understand and interpret HealthSavings’ suite of products, services and capabilities
  • Analyze facts to design efficient and effective program solutions to help allocate organizational resources to partners that will deliver ROI and accomplish business goals
  • Participate in project work as required such as the strategic roll out of new products, testing reporting and applications, obtaining client feedback and sharing with the Product Manager
  • Proactively ensure the client relationship management system (Salesforce) and all other systems contain accurate information updated on a daily basis
  • Recognize the need for any additional reporting requirements or process improvements which may assist with your role; be willing to make suggestions where appropriate
  • Reactively and pro-actively attend client meetings/events and industry conferences
  • Collaborate closely with members of the HealthSavings team
  • Follow HealthSavings’ brand standards
  • Other duties as assigned

Essential Skills

  • Proven track record of managing key strategic partners and developing relationships with clients, co-workers, vendors and business partners
  • Customer-focused and must possess a genuine desire to go above and beyond in order to exceed client expectations
  • People skills; effective and diplomatic communicator, both in person and on paper
  • Excellent relationship building skills; effective listener; able and willing to share and receive information and keep other members informed about what is happening, as well as assisting colleagues as required
  • Respond to change with a positive attitude and have a willingness to learn new ways to accomplish work activities and objectives; pro-active, enthusiastic and rapid learning capabilities
  • Excellent time management, project management, organization and planning skills with the ability to prioritize tasks and follow through; ability to manage a variety of tasks to a high standard and meet tight deadlines; ability to multi-task and stay highly organized in a fast-paced, dynamic environment
  • High level of professionalism and demonstrate credibility and appropriate verbal and non-verbal behavior with clients and colleagues and adapt personal style where necessary
  • Excellent problem solving skills and willingness to get the job done
  • Excellent communication skills and the ability to interface at all levels of management
  • Strong analytical skills and attention to detail
  • Ability to work independently and as part of a team
  • Able to professionally conduct multi-media presentations
  • Excellent technical expertise; proficient with internal databases, systems and tools that can be utilized to problem solve and service the clients
  • Strong knowledge of Microsoft Office, particularly Word, Excel, and PowerPoint

Qualifications

  • Bachelor’s degree
  • Experience with Salesforce
  • 5+ years of account management experience including 3+ years with strategic account experience
  • 5+ years of experience in the retirement services industry
  • SPARK Accredited Retirement Plan Specialist (ARPS) designation is 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.