Job Description

Requisition #


Hours Per Week



1515 N Rivercenter Dr-WI501





Job Description / Requirements

    • Retain existing accountholders via reactive servicing through phone queue or email correspondence by providing exceptional problem solving, ownership, and follow through.
    • Ability to work within multiple systems -- Sparak, 1Cloud, Sharepoint, Star, etc. -- while addressing, researching and determining a solution to resolve the customer's concerns and questions.
    • Product knowledge expert on multiple product lines including Health Savings Accounts, Health Reimbursement Accounts, Flexible Spending Accounts (Health and Dependent), Commuter Benefits, etc.
    • Ability to understand and knowledgably explain to clients the benefits and impact of IRS Tax regulations in relationship to their HSA accounts.
    • Utilize internal resources to respond to customer inquiries accurately and in a timely manner.
    • Process customer requests and respond to product and service inquiries in a responsible, timely and accurate manner.
    • Communicate and reinforce changes in operational policies and procedures.
    • Resolve problems on a case-by-case, customer-by-customer basis which may include policy, procedure, process, compliance and risk assessment.
    • Prioritize and perform multiple tasks at the same time
    • Take ownership of escalated issues and report systems or policy issues to appropriate parties.
    • Act as an advocate for the customer by submitting feedback through appropriate channels
    • Consistently meet/exceed all customer service standards.
    • Model behavior consistent with the Contact Center's customer service standards, policies and procedures.
    • Other duties as assigned by Supervisor/Manager

Application Instructions

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