Senior Retirement & Wealth Support Specialist

The Blue Venture Fund

Oak Brook (IL)

Remote

USD 60,000 - 78,000

Full time

5 days ago
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Job summary

Inspira is seeking a Sr. Support Specialist responsible for owning multi-channel communications with accountholders via email, chat, or text.

The role delivers advanced-level support and education on products such as FSA, HSA, COBRA, and Rollover plans, handling complex or time-sensitive issues. You will coordinate with internal departments to resolve client inquiries, build strong relationships with clients and team members, and assist senior staff with mentoring, training, and updating

Responsibilities

  • Respond and resolve incoming and outgoing accountholder emails, chats, voice calls, or texts.
  • Manage escalated client situations and assist Managers with following up with accountholders.
  • Understand and articulate processes, timelines, and next steps with accountholder with clear, common language.
  • Strong ability to troubleshoot issues related to completing required forms and assisting with online guidance.
  • Assist with mentoring new Support Specialists and supporting all staff on new applications and tools.

Job description

Inspira is seeking a Sr. Support Specialist responsible for owning multi-channel communications with accountholders via email, chat, or text.

The role delivers advanced-level support and education on products such as FSA, HSA, COBRA, and Rollover plans, handling complex or time-sensitive issues. You will coordinate with internal departments to resolve client inquiries, build strong relationships with clients and team members, and assist senior staff with mentoring, training, and updating

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