H&B Support Manager (Remote)
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Inspira Financial
Oak Brook, IL, US
Summary
The H&B Support Manager supervises a team of specialists to ensure high-quality service for pre-tax products like HSA and FSA. They are responsible for coaching staff, monitoring performance KPIs, and collaborating cross-functionally to drive product enhancements and operational efficiency.
Job Description
H&B Support Managers report to a Sr. Manager, H&B Support. This role within the H&B Support team is responsible for supervising a team of Support Specialists committed to providing a high level of service to existing and potential Inspira clients for pre-tax products like HSA and FSA, and additional services like COBRA or Commuter Services. The Manager will leverage data to manage team performance, coach and engage with team members to drive an elevated level of performance, promote ownership and accountability, and evaluate team and individual performance to achieve goals and objectives. Support Managers are expected to be experts in their part of business and will collaborate as a consultant or partner to various workgroups, such as product, digital, account management and operations.
Duties & Responsibilities:
Continually improve the performance of the team with coaching, skills transfers, 1-1 development, team meetings, and recognition.
Supervise a team of Support Specialists that provide daily support and service to account holders. Ensure the team consistently meets established service levels, quality, and survey KPIs
Ensure the team in compliant with all phone related metrics, such as schedule adherence, attendance, and After Call Time
Share information gathered from conversations with account holders with the Senior Manager, Product and Sales to provide insight into the client activities and requests to drive future product enhancements
Create an environment that encourages trust, respect, and transparencyWork cross-functionally with various individuals at all levels of the business, both internally and externally, to maximize service
Maintain a positive work atmosphere with the team and internal departmentsPartner with the appropriate Employee Relations and Human Resource teams on all employee matters, including but not limited to corrective actions, terminations, performance improvement plans, review cycles, payroll, and leave of absence.
Promptly address any escalated client service issues, bringing in internal partners as needed to resolveWork closely with Technology and the Management Team on program enhancements
As necessary, provide answers to accountholder inquiries regarding Inspira’s products, and services, including taking escalated calls as neededMaintain a professional approach to accountholder service, consistent with Inspira protocol and service levelsCan work all hours that the internal contact center is open
Other duties as assigned
Additional Manager Responsibilities:
Saturdays shift required based off business needs
Responsible for collaborating with the Talent and Acquisition team to recruit and hire new staff.
Work with the Training and Quality team to coordinate training for all new hires.
Oversee day-to-day workflow of the team
Provide constructive and timely feedback to staff, including conducting mid-year and annual performance reviews
Track and monitor to ensure all Compliance Training courses are completed timely
Collaborate with HR on any performance related issues related to performance improvement plans. Ensure documentation is detailed, clear, and concise
Assist with call lab coaching and STEP academy as needed
Coverage for a peer who is out of office
Qualifications
Education & Experience:
Education TBD
5-7 years of servicing experience in a high volume, fast paced servicing center
3+ years of leadership experience
Skills & Abilities:
Core competencies- Industry Knowledge, Communication Skills, Judgement and Decision Making, Data Analysis, Innovation, and Employee Development and Coaching
People-first attitude with the ability to build and maintain relationships while always remaining diplomatic and tactful
Ability to manage in a fast paced, high call volume environment supporting voice, email, and chat
Strong coaching and mentoring skills and with the ability to create SMART development plans
Excellent analytical skills with a proactive nature
Strong aptitude for analyzing data to drive decision making to improve efficiency
Strong organization skills with a drive to meet deadlines
An affinity for accuracy and efficiency
Knowledge and experience of reimbursement accounts like FSA and HRA for H&B
Client focused attitude with the ability to build and maintain relationships while always remaining diplomatic and tactful
Able to transfer knowledge and coach in a 1-1 setting
Possesses strong written and verbal communication skills
Able to apply relationship building skills to internal and external clients
Has strong computer aptitude; proficient in Microsoft suite of products
Display timely and accurate decision making with an aptitude of prioritization
Ability to operate and navigate several computer systems simultaneously Is detail-oriented, organized, and dependable
Proactive approach to resolving issues
Takes accountability and ownership of issues
Ability to maintain the highest quality of service and professionalism
High emotional intelligence and is able to perform well in a collaborative team environment
Ability to solve complex issues, both independently and in a collaborative team environment with a focus on FCR (first call resolution)
Working knowledge of Salesforce/Service Cloud preferred
Bilingual language skills are preferred
Other Requirements:
Prolonged periods of sitting at a desk and working on a computer
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.
Company size
1,001-5,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Oak Brook, Illinois
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.
Company size
1,001-5,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Oak Brook, Illinois