The Employer Support Coordinator is essential to providing an exceptional customer experience for our employers and partners via telephone, chat, and email. Display ownership by taking personal responsibility over each task and assigned interaction. Answer questions on product details, company information, and any updates or issues with the employer’s account. Proactively review each interaction to ensure one-call resolution. Respond to, investigate, and resolve customer issues through extensive research and collaboration with other departments. Build and maintain professional business rapport with employers in order to provide prompt and quality service. Effectively document and track interactions to ensure customer, individual, and company goals are met. Helps to ensure HSA Bank maintains compliance with Federal and State regulations as well as Webster/HSA Bank policies and procedures.
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Responsibilities:
- Maintain customer relationships; proactively educate employers with helpful information regarding bank processes, procedures, and products.
- Provide exceptional customer service through reactive and proactive servicing via telephone, email, and chat.
- Provide first contact resolution and build lasting employer relationships.
- Must handle multiple priorities with a strong attention to detail.
- Product knowledge expert on multiple product lines including Health Savings Accounts, Health Reimbursement Accounts, Flexible Spending Accounts (Health and Dependent), Commuter Benefits, etc.
- Document all employer interactions to ensure all employer and company goals are met.
- Identify the best products and processes to meet needs of employers.
- Effectively communicate internally and externally, in a professional manner, while setting accurate expectations for issue resolution.
- Identify opportunities for process improvements & provide feedback to leadership.
- Regular, consistent, and punctual attendance.
- Navigate through multiple software applications to manage employer account information.
- Responsible for hitting and achieving team objectives and goals.
- Deliver educational presentations to employers.
- Ensure all interactions tasks are completed according to team objectives and goals.
- Drive to expand personal and professional growth.
- Other duties and responsibilities as assigned by leadership.
REQUIREMENTS:
Education:
- High School / GED required
Experience:
- Minimum of 1 year of direct customer service experience with agents and employers (in-person customer facing work experience or call center experience)
- 1 year of HSA Bank experience preferred
Licenses / Certifications:
- NA
Job Skills / Knowledge:
- 1 year of experience minimum servicing partners or large employers is preferred
- Strong customer service skills
- Strong interpersonal skills
- Strong troubleshooting and decision making skills
- Excellent verbal and written communication skills
- Prior experience with customer service telephone queue environment is preferred
- Proficient in Microsoft Office Suite
- Possesses the ability to maintain the strictest confidentiality of company and customer information
- Ability to effectively multi-task
- Strong organizational skills with attention to detail
- Ability to work with a diverse work force and customer base
- Demonstrates flexibility and adaptability
- Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change
- Strong commitment to achieving personal growth and success
Physical Demands & Working Conditions:
- Typical office environment and working conditions
- Ability to work any shift between 7:00 AM and 7:00 PM
- Must remain at workstation for long periods of time
- Heavy keyboard/mouse usage required (repetitive movements)
- Headset usage required for long periods of time
HSA Bank is a trusted leader in consumer-directed healthcare (CDH), focusing on Health Savings Accounts (HSAs) for over two decades and serving as both the bank and administrator. Discover how we can support your benefits strategy with our comprehensive account-based health benefit solutions that include HSAs, Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), and Commuter Benefits. With a reputation for outstanding service and thought leadership in the CDH space, we offer one platform and one portal for all of our members. HSA Bank inspires nearly 2.5 million members and more than 35,000 employer groups to own their health by making it easy to access, understand, and afford healthcare. As of December 31, 2017, HSA Bank had $6.3 billion in total footings comprising $5 billion in deposit balances and $1.3 billion in assets under administration through linked investment accounts. HSA Bank is a division of Webster Bank, N.A., Member FDIC.
Basic Function:
The Employer Support Coordinator is essential to providing an exceptional customer experience for our employers and partners via telephone, chat, and email. Display ownership by taking personal responsibility over each task and assigned interaction. Answer questions on product details, company information, and any updates or issues with the employer’s account. Proactively review each interaction to ensure one-call resolution. Respond to, investigate, and resolve customer issues through extensive research and collaboration with other departments. Build and maintain professional business rapport with employers in order to provide prompt and quality service. Effectively document and track interactions to ensure customer, individual, and company goals are met. Helps to ensure HSA Bank maintains compliance with Federal and State regulations as well as Webster/HSA Bank policies and procedures.
Responsibilities:
- Maintain customer relationships; proactively educate employers with helpful information regarding bank processes, procedures, and products.
- Provide exceptional customer service through reactive and proactive servicing via telephone, email, and chat.
- Provide first contact resolution and build lasting employer relationships.
- Must handle multiple priorities with a strong attention to detail.
- Product knowledge expert on multiple product lines including Health Savings Accounts, Health Reimbursement Accounts, Flexible Spending Accounts (Health and Dependent), Commuter Benefits, etc.
- Document all employer interactions to ensure all employer and company goals are met.
- Identify the best products and processes to meet needs of employers.
- Effectively communicate internally and externally, in a professional manner, while setting accurate expectations for issue resolution.
- Identify opportunities for process improvements & provide feedback to leadership.
- Regular, consistent, and punctual attendance.
- Navigate through multiple software applications to manage employer account information.
- Responsible for hitting and achieving team objectives and goals.
- Deliver educational presentations to employers.
- Ensure all interactions tasks are completed according to team objectives and goals.
- Drive to expand personal and professional growth.
- Other duties and responsibilities as assigned by leadership.
REQUIREMENTS:
Education:
- High School / GED required
Experience:
- Minimum of 1 year of direct customer service experience with agents and employers (in-person customer facing work experience or call center experience)
- 1 year of HSA Bank experience preferred
Licenses / Certifications:
- NA
Job Skills / Knowledge:
- 1 year of experience minimum servicing partners or large employers is preferred
- Strong customer service skills
- Strong interpersonal skills
- Strong troubleshooting and decision making skills
- Excellent verbal and written communication skills
- Prior experience with customer service telephone queue environment is preferred
- Proficient in Microsoft Office Suite
- Possesses the ability to maintain the strictest confidentiality of company and customer information
- Ability to effectively multi-task
- Strong organizational skills with attention to detail
- Ability to work with a diverse work force and customer base
- Demonstrates flexibility and adaptability
- Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change
- Strong commitment to achieving personal growth and success
Physical Demands & Working Conditions:
- Typical office environment and working conditions
- Ability to work any shift between 7:00 AM and 7:00 PM
- Must remain at workstation for long periods of time
- Heavy keyboard/mouse usage required (repetitive movements)
- Headset usage required for long periods of time
