We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable.
How you can make a difference
HealthEquity’s Client Service team is the primary point of contact for HealthEquity employer and broker inquiries regarding the administration of Health Savings Accounts & Reimbursement Accounts. Additionally, Client Services has functional responsibility for all transaction processing related to the accounts. The team works to build trust and rapport with our valued clients by providing vital solutions to Health Savings Account and Reimbursement Account administration. Our goal is to help our clients understand Health Savings Account and Reimbursement Account administrative services offered to employees by providing personal and relevant information, professional guidance, and introducing them to our intuitive tools. This group takes the lead in providing a delightful experience for every person who contacts HealthEquity via phone, email, fax, and chat.
This is a REMOTE position
Candidates must reside in the following states to be considered: AZ, AR, FL, GA, IA, ID, IN, KS, KY, MO, MS, NE, OH, OK, SD, TN, TX, UT, WY
This opening is for our October 21st Client Services training class
What you’ll be doing
- Responsible for taking inbound calls to assist client, brokers, and vendors
- Provide stellar inbound support and coaching to employers, brokers and channel partner contacts. Support is offered via phone, email, chat and potentially in person. This support must be delivered in accordance with our defined service levels for response time and speed of answer.
- Support employers and brokers with their enrollment and payroll contribution processing. This may include coaching employers and brokers through the process or stepping in and completing the process on their behalf.
- Support employers with complex financial transactions, solve complex problems and provide professional coaching to our clients on effective use of our online tools.
- Provide education on the benefits of HSAs, HRAs, FSAs and DCRAs. This is not a sales position, but we seek opportunities to introduce our clients to additional products that would benefit their employees.
- Build client trust and loyalty through your stellar support.
- Adhere to strict quality assurance guidelines.
- Attend and contribute to ongoing education classes.
- Support peers across the organization.
- Support and manage projects as assigned.
What you will need to be successful
- 2+ years of related Customer Service experience.
- Critical thinking skills. Understand how to ask the right questions, anticipate the next question, and think outside the box.
- Professional verbal and written communication skills.
- Strong relationship management skills.
- Ability to thrive in a fast-paced environment.
- Self-starter that is capable of working in teams, or as an individual.
- Motivated to constantly learn new skills and information. The benefits industry is constantly changing, and you must be able to keep up with the information.
- Must be technically savvy and comfortable leveraging dual monitors, multiple programs such as Excel, Customer Relationship Management tools and HealthEquity proprietary programs while speaking with employers.
- Preference given to those with previous experience with Reimbursement Account and Health Savings Account administration
- Training, sales and/or banking experience is a plus
- Must be able to work a shift schedule between 7am - 7pm Central Time. All shifts are Monday-Friday, 40 hours per week.
Applications for the October 21st, 2024 training class must be submitted by 8pm CT on September 15th.
#LI-Remote
This is a remote position.
Salary Range
$20.50 / hour
Benefits & Perks
The compensation range describes the typical minimum or maximum base pay range for this position. The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:
- Medical, dental, and vision
- HSA contribution and match
- Dependent care FSA match
- Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year
- Adventure accounts
- Paid parental leave
- 401(k) match
- Personal and healthcare financial literacy programs
- Ongoing education & tuition assistance
- Gym and fitness reimbursement
- Wellness program incentives
Come be your authentic self
Why work for HealthEquity
HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more.
Come be your authentic self
HealthEquity, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.
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