H&B Support Manager

Inspira Financial Trust, LLC; Oak Brook (IL); On-site; USD 75,000 - 105,000; Full time

Job summary

Inspira Financial Trust, LLC in Oak Brook, IL, is seeking a Manager of H&B Support to lead a team delivering service to pre-tax product clients (HSA, FSA) and related services such as COBRA or Commuter Services.

The role emphasizes coaching, data-driven performance management, cross-functional collaboration with product, digital, account management and operations, and maintaining high service levels and professional client interactions.

Qualifications

• Experience leading a customer service or support team.
• Strong coaching and performance management skills.
• Ability to collaborate with product, digital, account management and operations teams.

Responsibilities

• Supervise a team of Support Specialists providing daily client service.
• Drive service levels, quality metrics, and survey KPIs.
• Ensure compliance with phone metrics such as schedule adherence and attendance.
• Share insights with product, sales, and operations to drive improvements.
• Coordinate with HR on employee matters and performance reviews.

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:

• 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