H&B Support Manager

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. Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are based at one of our office locations, remote status and role locations are subject to change, and relocation is not provided. Job Summary & Responsibilities H&B Support Managers report to a Sr. Manager, H&B Support. This role within the H&B Support team is responsible for supervising a team of Support Specialists committed to providing a high level of service to existing and potential Inspira clients for pre-tax products like HSA and FSA, and additional services like COBRA or Commuter Services. The Manager will leverage data to manage team performance, coach and engage with team members to drive an elevated level of performance, promote ownership and accountability, and evaluate team and individual performance to achieve goals and objectives. Support Managers are expected to be experts in their part of business and will collaborate as a consultant or partner to various workgroups, such as product, digital, account management and operations. Duties & Responsibilities Continually improve the performance of the team with coaching, skills transfers, 1-1 development, team meetings, and recognition. Supervise a team of Support Specialists that provide daily support and service to account holders. Ensure the team consistently meets established service levels, quality, and survey KPIs Ensure the team in compliant with all phone related metrics, such as schedule adherence, attendance, and After Call Time Share information gathered from conversations with account holders with the Senior Manager, Product and Sales to provide insight into the client activities and requests to drive future product enhancements Create an environment that encourages trust, respect, and transparencyWork cross-functionally with various individuals at all levels of the business, both internally and externally, to maximize service Maintain a positive work atmosphere with the team and internal departmentsPartner with the appropriate Employee Relations and Human Resource teams on all employee matters, including but not limited to corrective actions, terminations, performance improvement plans, review cycles, payroll, and leave of absence. Promptly address any escalated client service issues, bringing in internal partners as needed to resolveWork closely with Technology and the Management Team on program enhancements As necessary, provide answers to accountholder inquiries regarding Inspira’s products, and services, including taking escalated calls as neededMaintain a professional approach to accountholder service, consistent with Inspira protocol and service levelsCan work all hours that the internal contact center is open Other duties as assigned Additional Manager Responsibilities Responsible for collaborating with the Talent and Acquisition team to recruit and hire new staff. Work with the Training and Quality team to coordinate training for all new hires. Oversee day-to-day workflow of the team Provide constructive and timely feedback to staff, including conducting mid-year and annual performance reviews Track and monitor to ensure all Compliance Training courses are completed timely Collaborate with HR on any performance related issues related to performance improvement plans. Ensure documentation is detailed, clear, and concise Assist with call lab coaching and STEP academy as needed Coverage for a peer who is out of office Preferred Qualifications Education & Experience: Education TBD 5-7 years of servicing experience in a high volume, fast paced servicing center 3+ years of leadership experience Skills & Abilities Core competencies- Industry Knowledge, Communication Skills, Judgement and Decision Making, Data Analysis, Innovation, and Employee Development and Coaching People-first attitude with the ability to build and maintain relationships while always remaining diplomatic and tactful Ability to manage in a fast paced, high call volume environment supporting voice, email, and chat Strong coaching and mentoring skills and with the ability to create SMART development plans Excellent analytical skills with a proactive nature Strong aptitude for analyzing data to drive decision making to improve efficiency Strong organization skills with a drive to meet deadlines An affinity for accuracy and efficiency Knowledge and experience of reimbursement accounts like FSA and HRA for H&B Client focused attitude with the ability to build and maintain relationships while always remaining diplomatic and tactful Able to transfer knowledge and coach in a 1-1 setting 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 with an aptitude of prioritization Ability to operate and navigate several computer systems simultaneously Is detail-oriented, organized, and dependable Proactive approach to resolving issues Takes accountability and ownership of issues Ability to maintain the highest quality of service and professionalism High emotional intelligence and is 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 Other Requirements Bilingual language skills are preferred Prolonged periods of sitting at a desk and working on a computer Pay Range $27.00/hr-$32.00/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.