Retirement and Wealth - Support Specialist Team Lead (Remote)

Inspira Financial; Oak Brook (IL); Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare

401K savings plan

Paid time off

Parental leave

Job summary

Inspira Financial is seeking a Team Lead to provide live, real-time guidance to our support center and mentor team members. The role includes guiding escalations, coaching, testing new tools, and driving improvements across processes and policies.

The position requires 5–7 years of relevant experience, a Bachelor’s degree in a related field, and strong communication skills. Expect a 11:30 a.m.–8:00 p.m. CT schedule and benefits package in a collaborative environment.

Qualifications

• Bachelor's degree in business, communications, or related field required.
• 5–7 years of applicable experience preferred.
• Knowledge of retirement accounts and IRS rules for R&W or reimbursement accounts (FSA/HRA) is a plus.

Responsibilities

• Provide live, real-time assistance to support center specialists.
• First point of contact for escalated customer issues and coaching team members.
• Coach, train, and mentor team members; participate in mid-year and annual reviews.
• Develop, test, and implement new technology, software, and product offerings.
• Review internal policies and procedures; maintain positive stakeholder relationships.
• Manage escalated client calls and ensure First Call Resolution where possible.
• Support special projects and drive efficiency and quality improvements.

Skills

Retirement accounts knowledge

Customer service coaching

Communication skills

Salesforce/Service Cloud

Investments familiarity

Bilingual (preferred)

Education

Bachelor's degree in business/communications or related

Tools

Salesforce/Service Cloud

Trust accounting systems

Job description

Join Us!

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.

Remote status and role locations are subject to change, and relocation is not provided.

Job Summary & Responsibilities

The primary function of this role is to provide live, real-time assistance to support center specialists, which includes providing guidance in a digital work environment and being the first point of contact for all team members. Team Leads are also the first point for resolving escalated customer issues, which can include speaking to the accountholder, researching the reason for escalation, owning the resolution, and providing feedback and recommendations to the business. This role is also responsible for coaching/mentoring and refresher training of all members of the Support Department. This role will also involve providing feedback, conducting testing, implementation of new technology, software applications and product offerings. The Team Lead position assists in the review of all internal Policies and Procedures and training materials. Through verbal and written communications, the individual in this position develops, strengthens, and maintains a positive relationship with our accountholder team members, and firm associates.

Duties & Responsibilities

• Assist the Manager in monitoring activities of the Support team including but not limited to:
• Providing front line assistance to the team
• Being the first point for escalation and providing de-escalation coaching to team members
• Coach the team to meet their quality and survey goals
• Meeting established service levels
• Coaching/Training team members, including providing feedback for mid-year and annual performance reviews.
• Design and test new product offerings and new software applications.
• Providing backup support for employees and managers
• Maintain a positive work atmosphere with the team and internal departments.
• Review and resolve complex accountholder requests
• Assist in updating, and reviewing internal Policies and Procedures
• Guide Team members to utilize Digital Coach tool in their workflow
• Manage escalated client calls and assist managers with following up with account holders
• Provide answers to client inquiries regarding Inspira’s products, services, and fees
• Provide direct feedback to team members on areas of opportunities to enhance services provided to the accountholder. Participate in providing feedback for mid-year and annual reviews.
• Utilize sound judgment to elevate issues that may require intervention of the manager
• Provide answers to accountholder inquiries regarding Inspira’s products, services, and fees.
• Maintain a professional approach to client service, consistent with Inspira’s protocol and service levels.
• Recommend and implement ways to improve efficiency and quality.
• Manage special projects
• Other duties as assigned

The typical schedule for this position is Monday through Friday, from 11:30 a.m. to 8:00 p.m. CT. Training for this position is 7 weeks. Training Schedule:

• Tier 1 Training – 3 weeks (Following the Training Schedule from 8 a.m. CT to 4:30 p.m. CT)
• Tier 1 Call Lab – 2 weeks (Following the Regular Schedule from 11:30 a.m. CT to 8 p.m. CT)
• Tier 2 Training – 1 week (Following the Training Schedule from 8 a.m. CT to 4:30 p.m. CT)
• Tier 2 Call Lab – 1 week (Following the Regular Schedule from 11:30 a.m. CT to 8 p.m. CT)

Preferred Qualifications

Education & Experience:

• Bachelor's degree inbusiness, Communications, or related field
• 5-7 years of applicable experience

Skills & Abilities

• Knowledge and experience with Retirement Accounts and IRS rules and regulationsfor R&W OR knowledge of reimbursement accounts like FSA and HRA for H&B
• Able to transfer knowledge and coach in a 1-1 setting
• Energetic, client service focused individual
• Possesses strong written and verbal communication skills.
• Able to apply relationship building skills to internal and external clients.
• Has strong computer aptitude; proficient in Microsoft suite of products
• Display timely and accurate decision making.
• Strong problem-solving and decision-making skills and ability to multi-task, and ability to navigate several systems simultaneously to support servicing the client.
• Is detail-oriented, organized, and dependable
• Active Listening skills
• Innovative Thinker
• Patience/empathy
• Proactive approach to resolving issues
• Be able to work in a high volume, fast paced environment
• Takes accountability with great follow through skills
• Ability to maintain the highest quality of service and professionalism.
• Possess a cheerful outlook and be able to perform well in a collaborative team environment.
• Ability to solve complex issues, both independently and in a collaborative team environment with a focus on FCR (first call resolution)
• Working knowledge of Salesforce/Service Cloud preferred
• Working knowledge of trust accounting systems preferred, including some familiarity with investments (R&W only)
• Bilingual language skills are preferred.

Other Requirements

• Ability to work overtime when needed.
• Prolonged periods of sitting at a desk and working on a computer

Pay Range

$20.45/hr-$25.50/hr

Compensation & Benefits

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.

Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.