HealthEquity, Inc.

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Employer Services Specialist

Employer Services Specialist

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Member and Employer Services

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We are BUILDING HEALTH SAVINGS. Come be part of remarkable.


How you can make a difference

The Employer Services team is the primary point of contact for HealthEquity employer and broker inquiries regarding the administration of Health Savings Accounts & Reimbursement Accounts. Additionally, Employer Services has functional responsibility for all transaction processing related to the accounts. They work to build trust and rapport with our valued clients by providing vital solutions to HSA administration. Their goal is to help our clients understand HSA and Reimbursement Account administrative services offered to employees by providing personal and relevant information, professional guidance, and introducing them to our intuitive tools. This group takes the lead in providing a delightful experience for every person who contacts HealthEquity via phone, email, fax, and in person. They operate with an entrepreneurial spirit and are dedicated to operational excellence, team member development and redefining possibilities.


What you’ll be doing

  • In the first 30-60 days, you will have the opportunity to dive into our product and service offerings learning everything about CDHC and HSAs, FSAs, HRAs & DCRAs. You'll also gain knowledge of our innovative systems and processes. We ask you to challenge the status quo; if you see areas for improvement, speak up!
  •  You'll learn how to process enrollments and financial transactions, solve complex problems and provide professional coaching to our clients on effective use of our online tools.
  • Perceive beyond the obvious; possess critical thinking skills enabling you to ask the right questions, anticipate the client's next question, and identify opportunities to drive client adoption of our product suite.
  • Influence and persuade clients to change their behavior regarding their health care administration.
  • Exhibit passion for delivering superior client service by going above and beyond; doing whatever it takes to ensure each client contact is a positive, enjoyable experience.
  • Build client loyalty by delivering excellent follow through and follow up to our clients.
  • Continually strive to improve your knowledge of HSAs and RAs by accessing our on-line tools and attending our education programs.
  • Accelerate company growth by thinking beyond the norm and contributing new ideas.

What you will need to be successful

  • Previous experience with HSA and Reimbursement Account administration.
  •  Demonstrated aptitude for superior interpersonal, communication, professional teaming, organizational and technology skills.
  • Exceptional ability to build trust and rapport with clients and fully meet their needs within a specified SLA.
  • Strong ability to maintain a high level of accuracy and proficiency in all aspects of account maintenance.
  • Bachelor’s degree and/or 4 + years related experience.
  • Highly motivated with the ability to work as a team player and also as an individual contributor.
  • Able to acquire the expertise, knowledge and information to effectively solve customer’s issues.
  • Training and/or sales experience a plus.
  • Previous experience working in medical banking institution is an asset.
  • Outstanding phone skills a must.

Why work for HealthEquity

HealthEquity has a vision to save healthcare. We are passionate about providing a solution that allows American families to 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 dollars.


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.