Health & Benefits - Call Center Agent / Customer Service Representative / Support Specialist (Remote) (General Consideration)

Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Serving more than 7 million clients and representing over $62 billion in assets, Inspira partners with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they support plan, save, and invest for a brighter future. Through solutions including automatic rollover services, health savings accounts, emergency savings, and custody services, Inspira is focused on delivering better outcomes for all. Learn more at inspirafinancial.com .
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Our growth and culture haven't gone unnoticed -- we've been recognized on Crain's Fast 50 and Inc. 5000 for remarkable growth, and named to Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer for our workplace culture and benefits.
Don't meet every single requirement? That's okay. We know growth comes from people who are willing to learn and challenge themselves, not just check every box. If you're energized and inspired by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, we want to hear from you. We look forward to receiving your application.
Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are based at one of our office locations, remote status and role locations are subject to change, and relocation is not provided.
Job Summary & Responsibilities
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). 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

Preferred 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

Compensation & Benefits
$18.50/hr (non-negotiable)