We are CONNECTING HEALTH AND
WEALTH. Come be part of remarkable.
How you can make a
Working within established guidelines,
the Service Delivery Manager I is the primary
point of contact for assigned clients regarding the
administration of Health Savings, Flexible Spending, Health
Reimbursement, Health Incentive, Commuter, and
COBRA accounts. They work to build trust and rapport with our
valued clients by providing vital solutions to CDHP – Consumer
Directed Health Plan – administration. They also support
other account administration duties such as enrollment and group
maintenance activities. Their goal is to help our clients
understand HealthEquity’s products and
services offered to employees by providing account
education, professional guidance, and introducing them to our
intuitive tools. This role takes the lead in providing a
delightful client experience. This role engages
clients from onboarding through ongoing relationship
What you’ll be
essential duties and primary accountabilities below are intended to
describe the general content of and requirements of this position
and are not intended to be an exhaustive statement of duties. Team
members may perform all or most of the primary accountabilities
listed below. Specific tasks, responsibilities or competencies may
be documented in the incumbent’s performance objectives as outlined
by the incumbent’s immediate supervisor or manager.
Initiate and coordinate
new client onboarding.
Own the process and outcomes for resolving client
Advocate client needs and requests with internal
Educate clients on the tools and resources available
on HealthEquity’s systems.
Identify opportunities to drive client adoption of
our full product suite.
Analyze client utilization, trends, and service level
Monitor client file processing and account activities
to ensure client satisfaction and SLA
Maintain client documentation to provide internal teams with client
specific processes, procedures, and
Maintain appropriate communication with clients, including keeping
them current on updates related to their
project plans to manage minimally complex projects, as
Stay current on product and industry
Typically, service clients with 500-2,000
benefit eligible employees.
What you will need to be
Knowledge of healthcare plans,
banking, the CDHP – Consumer Directed Health
Plan - industry or a closely related field as
normally obtained through the completion of a High School Diploma /
WORK EXPERIENCE OR RELATED
1+ year experience in benefits/financial
services roles or direct business to
business services experience.
SPECIALIZED KNOWLEDGE, SKILLS &
A strong customer service orientation is
Able to communicate (written and verbal)
Well organized, detail attentive, and able to
handle a workload of 50+
Demonstrate appropriate judgment when utilizing internal business
solve client needs.
Demonstrated ability to adapt to the changing demands of business
is a must.
Demonstrate effective meeting management and presentation
Adept at developing and
Proficiency with business and communications software (preferably
Word, Excel, PowerPoint, common Windows operating systems, and
Outlook) is required. Salesforce experience is
with Purpose (paid volunteer time off)
contribution and match
winning Wellness Program
Driven Healthcare (CDH) education
Why work for HealthEquity
HealthEquity has a vision that by 2030 we will make
HSAs as wide-spread and popular as retirement
accounts. We are passionate about
providing a solution that allows American families
to connect health and
wealth and build health
savings for life. Through our innovative
technology and superior service delivery, our members gain valuable
insights to better save and spend their healthcare
We firmly believe that our team members drive the success of this
company. We hire passionate contributors who enjoy the thrill of
pioneering their positions to their full potential. Join us and
discover a work experience where the person is valued more than the
position, and where are our purple culture
drives a remarkable experience.
Our advice to you
HealthEquity is fiercely focused on hiring passionate individuals
to contribute to our purple culture. If you speak passion,
excellence, service, ambition, fun… we want to speak with you! We
believe that your personality is as important as your experience
and qualifications so when we do have the opportunity to speak
together, be authentic, be genuine, be you! Showcase your
experience and your passion.
HealthEquity, Inc. is a proud promoter of equal opportunities for
training, compensation, transfer, promotion, and other aspects of
employment for all qualified applicants and employees.
HealthEquity, Inc. support Equal Employment Opportunities without
regard to sex, race, color, religion, national origin, age,
disability, sexual orientation or veteran status when hiring –
under federal, state and local laws.