HealthEquity, Inc.

  • Employer Services Team Lead

    Job Locations US-UT-Draper
    Employer Services
  • Overview

    We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable.


    How you can make a difference (Helvetica 12pt)

    HealthEquity’s Employer Services team is seeking an experienced Team Lead. This Team Lead will collaborate with the Manager to ensure that each team member is equipped with the right tools, knowledge and education that supports the ongoing service of employers and brokers.


    What you’ll be doing

    • Provide support to Manager, which should include defining and developing team members’ career goals and objectives.
    • Create motivating ideas and functions to keep team morale high and focused on company service objectives.
    • Raise the bar when it comes to the service we provide to our Employers and Brokers, through ongoing education of our products and services.
    • Attend and contribute to ongoing education classes.
    • Represent Employer Services in cross functional teams and projects as required.
    • Observe individual team members and provide regular encouragement and support in a manner that recognizes success and stellar performance as well as identifies areas of improvement in a positive manner.
    • Provide on the spot performance coaching.
    • Take escalated calls from Employers and Brokers
    • Oversee the Net Promoter Score® Close the Loop Process and address escalated cases in CX within 1-2 business days.
    • Complete home security inspections for remote agents.
    • Other duties as assigned by Manager.
    • Give estimated percent of time spent on each duty and how often


    What you will need to be successful (Helvetica 12pt)

    • Bachelor’s degree and/or 4 + years related experience.
    • Experience with HSA and Reimbursement Account administration
    • Excellent verbal and written communication skills
    • Quick learner, and must be technologically savvy.
    • Motivated and able to work in a fast paced, high-stress environment while still providing stellar service to employers, brokers, and team.
    • Must be passionate about Employer Services’ mission to provide service that delights and drives loyalty to HealthEquity.
    • Candidate should demonstrate excellence in all areas of measurement within prior Employer Services Specialist position.
    • Must be confident and engaging.
    • Must have the ability to keep team morale high, particularly through busy season.


    Benefits and perks

    • Medical, Dental, Vision
    • 401(k) match
    • Paid Maternity/Paternity leave
    • Ongoing education 
    • Tuition Assistance
    • Gym/Fitness Reimbursement
    • Purple with Purpose (paid volunteer time off)
    • HSA contribution and match
    • On site Lunch and Learns
    • Award winning Wellness Program
    • Consumer 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 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.


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