The Support Specialist responds to accountholder inquiries regarding financial products like FSA, HSA, and COBRA via high-volume calls. They are responsible for resolving issues, providing education on account tools, and maintaining positive relationships with members.
Requirements overview
Candidates must have a high school diploma or equivalent and 0-2 years of customer service experience. Proficiency in computer navigation, strong communication skills, and the ability to work in a fast-paced environment are required.
Inspira Financial is your devoted health, wealth, retirement, and benefits administrator. We work with organizations and individuals to navigate paths towards a better future and turn everyday actions into life-changing impact.
We believe that together, we have the power to enrich lives. We take on the incremental, the complex, and the time-consuming—providing solutions that strengthen and simplify the health and wealth journey.
Inspira Financial is the brand name used for products and services provided by one or more of the Inspira Financial group of companies, including Inspira Financial Trust, LLC (formerly known as Millennium Trust Company, LLC) and Inspira Financial Health, Inc. (formerly known as PayFlex Systems USA, Inc.).
Retirement and custody services are provided by Inspira Financial Trust, LLC and consumer directed benefits are administered by Inspira Financial Health, Inc. Inspira Financial Trust, LLC and Inspira Financial Health, Inc. are affiliates. Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.
Customer Service & SupportFinance & AccountingHealthcare
Description
The Support Specialist is responsible for responding directly to accountholder
or member inquiries who reach our contact center. The role provides valuable
support, education, and direction on products like Flexible Spending Accounts
(FSA), Healthcare Savings Accounts (HSA), COBRA (H&B)) or Automatic
Rollover/Direct Rollover plans (R&W).The Support Specialist handles a daily high
call volume and also assumes the primary responsibility of interacting with all
the necessary internal Inspira departments to resolve accountholder requests or
answer any inquiries related to their account activity. The role is expected to
develop, strengthen, and maintain a positive relationship with our
accountholders and firm associates.
Duties & Responsibilities:
* Respond and resolve accountholder inquiries who reach our contact center;help
accountholders understand how their Inspira Financial accounts work; provide
friendly and helpful service, making sure the caller feels supported; explain
how the benefits and policies work, so accountholders know how to get the
most out of their individual plans. Provide the highest level of service to
each caller, treating them with empathy, understanding, and respect.
* Ensure all work is compliant with internal quality assurance standards and
technical policies and programs
* Consult with accountholders to support easy navigation of the available
online tools and apps, for actions like checking an account balance,
distributions, and submitting claims.
* Accountable for resolving issues without management intervention to remove
barriers for the accountholder.
* May receive additional call type skills after initial training and may be
cross trained to other contact channels (such as chat, email or text) on a
later date according to business need
* Accountable to protect sensitive member information with discretion and
adhere to all compliance rules and regulations
* Responsible for all levels of member engagement, while prioritizing
effectively meeting member service goals / deadlines.
* Other duties as assigned
Qualifications
Education & Experience:
* High School Diploma or equivalent required
* Bachelor’s degree preferred
* 0-2 years of experience in customer service/call center required
* 1+ years of experience in financial services industry preferred
Skills & Abilities:
* Familiarity with health reimbursement accounts such as Flexible Spending
Accounts (FSA), Healthcare Savings Accounts (HSA), and COBRA (H&B) preferred
OR Familiarity with retirement accounts and IRS rules and regulations (R&W)
preferred
* Familiarity with Salesforce/Service Cloud preferred
* Bilingual language skills preferred
* Energetic client service focused who is both accountable and reliable
* Ability to learn and retain information while using a digital workflow to
navigate the interaction and tools
* Ability to connect with accountholders on a human level and assist them as
needed with patience and empathy
* Ability towork in a fast-paced, high-volume environment, taking up to 50
calls per day
* Possesses strong written, keyboarding, and verbal communication skills
* Ability to apply relationship building skills to internal and external
clients
* Strong computer aptitude, keyboarding skills of 50+ WPM; proficient in
Microsoft suite of products
* Strong problem-solving skills and ability to multi-task, and ability to
navigate several systems simultaneously to support servicing the
accountholder.
* Proactive approach to resolving issues.
* Active Listening Skills
* Detail-oriented, organized, and dependable
* Possess a cheerful attitude and be able to perform well in a collaborative
team environment
Other Requirements:
* Ability to work overtime when needed
* Prolonged periods of sitting at a desk and working on a computer