HealthEquity, Inc.

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Service Coordinator II

Service Coordinator II

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More information about this job




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


How you can make a difference


We are looking for an analytical self-starter to join the Service Coordinator team. Working side by side with Service Delivery and Partner Managers, this position is responsible for providing technical and troubleshooting support for clients. The position requires cross-functional teamwork skills as well as system and product knowledge associated with client solutions.

A successful candidate will have a proven track record of great attention to detail and the ability to stay two steps ahead on project tasks and timelines. The applicant will be required to manage multiple tasks at once. The combination of technical know-how, interpersonal communication (aka social skills), a strong sense of initiative, and a drive to support client solutions will be critical to the applicant’s success.


What you’ll be doing

  • Collaborate with internal teams to create custom processes
  • Use established templates to document and manage all job related processes and actions
  • Execute custom processes according to client expectations and SLAs
  • Identify and implement potential improvements in custom processes to enhance the client experience
  • Generally responsible for troubleshooting escalated items particularly in relation to eligibility, contributions, claims, and general account maintenance
  • Responsible for completing audit requests related to eligibility, contributions, claims, and general account maintenance
  • Serve as a key resource for Service Delivery and Partner Managers to coordinate delivery of tasks in support of clients
  • Serve as backup for managing queues for escalated inquiries from the internal teams regarding clients
  • Collaborate with cross-functional internal teams for client issue resolution
  • Build and maintain professional relationships with Service Delivery, Partner Managers, and all supported clients
  • Interface with client contacts via email and in meetings
  • Represent account maintenance issues to clients
  • Manage scheduled recurring tasks
  • Manage dedicated inboxes for escalated inquiries from clients
  • Support and balance workload for multiple Service Delivery, Partner Mangers, and clients
  • Engage to creatively and appropriately find solutions to client needs
  • Step in to support shifts in workload on the team
  • Meet or beat established team SLAs for all tasks including time tracking


What you will need to be successful


  • 2+ years operational or servicing experience in the consumer-driven health care industry
  • Ability to professionally interact with clients
  • Microsoft Office experience: strong with Excel, Word, PowerPoint, and Outlook; Visio a plus
  • Experience with process documentation and maintenance
  • Proven ability to manage multiple projects at a time, while maintaining sharp attention to detail
  • Strong verbal and written communication skills
  • Experience delivering client-focused solutions to customer needs
  • Ability to appropriately set expectations with clients
  • Self-starter and self-motivator
  • Excellent time management
  • Ability to work well on a cross functional team
  • Ability to handle and work with ambiguous instructions
  • Knowledge of HealthEquity systems



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.