HSA Bulk Transfers Coordinator

Alegeus; Florida; Hybrid; USD 53,000 - 90,000; Full time

Benefits offered by this job

Flexible work environment

Competitive salary and paid holidays

Professional development programs

Health, wellness, and financial packs

Job summary

Alegeus is seeking a HSA Bulk Transfers Coordinator to oversee asset transfers, ensuring accuracy and timely completion across employer groups and participants.

You will collaborate with colleagues to guide transfers, track milestones, and improve processes, while supporting automation and exceptional client service.

Qualifications

• 2+ years of relevant professional experience preferred.
• Experience leading or speaking on behalf of teams or business initiatives is preferred.
• Relevant education and/or equivalent professional experience preferred.

Responsibilities

• Take ownership of high-impact HSA transfer projects, guiding them from initiation through completion while ensuring exceptional accuracy, service, and client satisfaction.
• Build trusted partnerships with employer groups and prior custodians, serving as a knowledgeable resource throughout the asset transfer process.
• Drive successful project outcomes by coordinating key milestones, tracking progress, and ensuring HSA assets are posted, reconciled, and available on schedule.
• Identify opportunities to improve processes, eliminate inefficiencies, and support automation initiatives that enhance the team’s effectiveness and customer experience.
• Manage priority support requests and internal ticket queues, ensuring timely resolution and adherence to service level commitments.
• Contribute to strategic client and departmental initiatives, helping expand engagement in HSA transfer programs and supporting organizational growth.

Skills

Highly organized

Analytical

Communication

Relationship-building

Education

Relevant education

Job description

HSA Bulk Transfers Coordinator

Join our team at Alegeus, where you’ll experience unmatched opportunity and a culture that cares deeply about succeeding together. As a HSA Bulk Transfers Coordinator, you’ll play a critical role in ensuring the seamless transfer of Healthcare Savings Account assets, helping employer groups and participants experience accurate, timely, and successful transitions. Collaborate with dedicated colleagues, embrace a spirit of innovation, and build an enriching career with us.

Alongside the best and the brightest, you will regularly:

• Take ownership of high-impact HSA transfer projects, guiding them from initiation through completion while ensuring exceptional accuracy, service, and client satisfaction.
• Build trusted partnerships with employer groups and prior custodians, serving as a knowledgeable resource throughout the asset transfer process.
• Drive successful project outcomes by coordinating key milestones, tracking progress, and ensuring HSA assets are posted, reconciled, and available on schedule.
• Identify opportunities to improve processes, eliminate inefficiencies, and support automation initiatives that enhance the team’s effectiveness and customer experience.
• Manage priority support requests and internal ticket queues, ensuring timely resolution and adherence to service level commitments.
• Contribute to strategic client and departmental initiatives, helping expand engagement in HSA transfer programs and supporting organizational growth.

Essential Skills for Creating a Lasting Impact

• Abilities: Highly organized, efficient, analytical, and action-oriented with excellent communication, prioritization, problem-solving, and relationship-building skills. Demonstrates initiative, collaborates effectively across teams, and uses data-driven decision-making to achieve results.
• Experience: 2+ years of relevant professional experience preferred. Experience leading or speaking on behalf of teams or business initiatives is preferred.
• Education: Relevant education and/or equivalent professional experience preferred.
• Location: 25% in-office hybrid (Boston, MA; Orlando, FL; Milwaukee, WI)

BECAUSE WE CARE, WE OFFER:

• A flexible work environment
• Competitive salaries, paid vacation, and holidays
• Robust professional development programs
• Comprehensive health, wellness, and financial packages
• SHARED AMBITION. INSPIRED FUTURE.

At Alegeus, our success is guided by our aligned vision and values—it is how we work together and collaborate to achieve our goals.

People First. We pride ourselves in bringing talented people together and treating one another with care. Partner Powered. We are committed to empowering our partners, knowing our success is shared and we win as one. Always Advancing. We are driven by potential and relentlessly determined to achieve our goals.

"I truly believe that people who are well-skilled and talented can go wherever they want in this company. We want to create the best place anyone has ever worked." - Alegeus employee

We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.

The posted salary range reflects the minimum and maximum target for this position’s compensation grade and represents a blended range across our three hub locations: Florida, Massachusetts, and Wisconsin. Within this range, individual compensation is determined based on a variety of factors, including but not limited to job-related skills, experience, and education. This range may also be adjusted based on geographic location and market conditions. In addition to base salary, total compensation may include bonuses, incentive plans, and a comprehensive benefits package.

Position Compensation Range: $53,000.00 - $90,400.00

The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.

Opportunity Happens Here. At Alegeus, we’re driven by the possibilities ahead — energized by the challenges we tackle and the growth we create for our people and partners. Our culture thrives on exceptional work and diverse perspectives, with a strong sense of care that unites us. As we transform the healthcare benefits landscape, we empower our employees to shape their careers and the future of our industry. If you’re ready to join a team that’s bold, collaborative, and inspired to make an impact, your next opportunity starts here.

If you’ve ever swiped an FSA debit card or saved money in an HSA, there’s a good chance Alegeus helped make it possible! As the industry leader in consumer‑directed healthcare solutions, our technology powers millions of benefit accounts. Our partners – which include some of the nation’s largest health insurance plans, benefit administrators, and financial institutions – use Alegeus software to manage accounts and process more than $6 billion in healthcare payments annually. As the market continues to evolve, Alegeus is uniquely equipped with the technical expertise and proven experience to help our partners succeed and grow by delighting their customers. We take immense pride in the impact we deliver, and deeply value the teammates we collaborate with to achieve it. We prioritize authenticity, trust and tenacity, and welcome diverse perspectives as we tackle each new challenge head‑on. If you’re interested in working for an organization that cares deeply about succeeding together – for our partners, each other, and the people whose healthcare journeys we support – then you’ve come to the right place.