HealthEquity, Inc.

  • Employer Services Specialist

    Job Locations US-UT-Draper
    Member Services
  • Overview

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


    How you can make a difference 


    HealthEquity’s 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. The team works to build trust and rapport with our valued clients by providing vital solutions to Health Savings Account and Reimbursement Account administration. Our goal is to help our clients understand Health Savings Account 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 chat. The team operates with an entrepreneurial spirit and is dedicated to operational excellence, team member development and redefining possibilities.


    What you’ll be doing


    • Provide stellar support and coaching to employers, brokers and channel partner contacts. Support is offered via phone, email, chat and potentially in person. This support must be delivered in accordance with our defined service levels for response time and speed of answer.
    • Support employers and brokers with their enrollment and payroll contribution processing. This may include coaching employers and brokers through the process, or stepping in and completing the process on their behalf.
    • Support employers with complex financial transactions, solve complex problems and provide professional coaching to our clients on effective use of our online tools.
    • Provide education on the benefits of HSAs, HRAs, FSAs and DCRAs. This is not a sales position, but we seek opportunities to introduce our clients to additional products that would benefit their employees.
    • Build client trust and loyalty through your stellar support.
    • Adhere to strict quality assurance guidelines.
    • Attend and contribute to ongoing education classes.
    • Support peers across the organization.
    • Support and manage projects as assigned.

    What you will need to be successful


    • Bachelor’s degree and/or 4+ years of related experience.
    • Critical thinking skills. Understand how to ask the right questions, anticipate the next question, and think outside the box.
    • Professional verbal and written communication skills.
    • Strong relationship management skills. This is reactive account management, but you will be required to build relationships that instill trust and confidence in HealthEquity.
    • Ability to thrive in a fast paced environment.
    • Self-starter that is capable of working in teams, or as an individual.
    • Motivated to constantly learn new skills and information. The benefits industry is constantly changing, and you must be able to keep up with the information.
    • Must be technically savvy and comfortable leveraging multiple programs, such as Excel, Customer Relationship Management tools and HealthEquity proprietary programs while speaking with employers.
    • Previous experience with Reimbursement Account and Health Savings Account administration.
    • Training, sales and/or banking experience is a plus.

    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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