Financial Associate (Public) jobs in Rochester, NY

Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey – relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Don’t meet every single requirement? Here at Inspira Financial, we believe there is no “perfect” candidate and want to encourage applying even if all the requirements listed aren’t met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!

Hybrid in Rochester, NY

• Typical schedule for this role is Monday to Friday from 8 a.m. ET to 4:30 p.m. ET.
• This position is hybrid; comes into the Rochester, NY office every Tuesday and Thursday of each week.

Job Summary/Purpose:

Exciting new position created with our transformational Customer Success Redesign!!The Account Manager I position is responsible to deliver dedicated service to our value level clients and partners by forging solid, long lasting business relationships. The Account Manager I role serves as the primary point of contact and adds customer value by responding to the client/partner needs and ensuring customer satisfaction by providing support and assistance with issue resolution, navigating and collaborating internally as needed to deliver a timely result.

Essential Job Duties and Responsibilities:

• Deliver service to clients and partners leveraging knowledge of Consumer Directed Benefits, COBRA, and Direct Billing administration
• Provide onboarding support for new clients to ensure a positive “Go Live” experience
• Serve as a liaison and coordinate internally to drive resolution for clients and partners
• Represent the voice of the customer by advocating for system enhancements, process change and product enhancements
• Deliver training and support to clients to ensure they are equipped to handle various aspects of plan administration
• Educate clients and partners and recommend solutions to enhance their experience
• Monitor account activity and alert clients and partners, as needed
• Facilitate corrections to participant enrollment records, as needed
• Establish rapport and build solid relationships with clients and partners
• Initiate Salesforce cases and monitor to drive timely problem resolution for clients and participants
• Maintain Salesforce records, including case management and overall system hygiene ensuring data accuracy
• Continuously expand knowledge and experience with Consumer Directed Benefits, COBRA, and Direct Billing
• Stay abreast of regulatory changes and communicate with clients/partners as appropriate

Education and Experience:

Associate’s degree. Bachelor’s Degree preferred with a minimum of one-year third party benefit administration experience including Consumer Directed Benefit, COBRA, and/or Direct Billing administration, or the equivalent combination of education and experience will be considered.

Accountabilities:

• Manage case resolution time and case volume/severity at the client level
• Continuously improve client feedback scores
• Consistently operate within BRI’s service metrics that meet or exceed client retention goals

Knowledge, Skills, and Abilities:

• Knowledge and experience with Consumer Direct Benefit, COBRA, and Direct Billing administration
• Demonstrated strength in customer service delivery
• Strong analytical, critical thinking, and problem-solving skills
• Ability to foster an atmosphere of teamwork within and between departments
• Excellent overall communication skills with the ability to successfully command conversations and deliver presentations
• Ability to maintain confidentiality of records and information
• Strong organizational skills including the ability to manage multiple projects and details simultaneously
• Thorough attention to detail and accuracy of work
• Experience operating typical desktop hardware and software including Consumer Directed Benefits, COBRA, and/or Direct Billing administration software, and proficiency with Microsoft’s Office 365core applications (Word, Excel, Power Point, Outlook, and Teams)
• Experience with Salesforce and WEX Health applications desired but not required
• Desired attributes: High energy, positive outlook, accountable with integrity.

Physical and Mental Requirements:

• Ability to sit for extended periods of time; use hands to finger, grasp, or handle; see, talk, hear; see, perform repetitive motions of the hands and/or wrists.
• Close mental and visual attention required to perform work dealing primarily with preparing, analyzing, and interpreting data and figures, using a computer, and/or reading.
• Ability to operate standard office equipment (ex. computer, telephone, photocopier, fax machine, etc.)

Environmental Conditions:

Work is performed in a typical office environment where there is no substantial exposure to adverse environmental conditions.

New York Pay Transparency Law requires employers in the state of New York to disclose the following information. If the position applied to is not located in New York, the following information may not apply. Salary Minimum: $37,000 Salary Maximum: $50,000. The base salary range above represents the salary range for this position. The range listed is just one component of total compensation package for employees. In addition, there are a variety of benefits offered to employees, including health/dental/vision insurance coverage, life insurance, disability insurance, 401k, paid holidays and paid time off (PTO).

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners — helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.

We have been recognized for our remarkable growth on lists such as Crain’s Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In’s 2023 Best Places to Work and Gallagher’s 2022 Best-In-Class Employer awards.

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