Remote Customer Support Specialist for Financial Accounts

inspiracareers

Oak Brook (IL)

Remote

USD 42,000 - 56,000

Full time

14 days+
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Job summary

Inspira Financial is seeking a dedicated Support Specialist to respond to accountholder inquiries in a high-volume contact center. You will educate customers about FSA, HSA, COBRA and other account features, guiding them through available online tools and claims processes.

You will collaborate with internal teams to resolve issues, protect sensitive information, and maintain a positive relationship with accountholders and firm associates.

Qualifications

  • 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

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.
  • 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

Skills

Customer service
Call center
Bilingual
Empathy
Communication
Problem-solving
Microsoft Office
Salesforce familiarity

Education

High School Diploma
Bachelor’s degree preferred

Tools

Salesforce/Service Cloud

Job description

Inspira Financial is seeking a dedicated Support Specialist to respond to accountholder inquiries in a high-volume contact center. You will educate customers about FSA, HSA, COBRA and other account features, guiding them through available online tools and claims processes.

You will collaborate with internal teams to resolve issues, protect sensitive information, and maintain a positive relationship with accountholders and firm associates.

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