This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Act as a subject matter expert on consumer-directed healthcare products (such as HSA, HRA, FSA), offering guidance to both internal teams and external partners.

• Serve as the main point of contact for Partner Relations, assisting with complex service inquiries, escalations, and relationship management.

• Maintain comprehensive knowledge of core servicing systems and platforms (including WEX, Apex, Bend, Spark, Salesforce, DocuSign) to effectively navigate, investigate, and resolve issues.

• Operate as a liaison between internal teams and external partners, ensuring alignment with policies, processes, and service expectations in both routine and escalated situations.

• Provide operational leadership and daily support, assisting team members in navigating complex issues and eliminating obstacles to service delivery.

⛳️ Requirements

• High School Diploma or General Education Degree (GED) is mandatory.

• At least 4+ years of customer service experience in a related industry and product suite is required.

• A minimum of 4+ years of experience supporting Partners and/or Employers in a service-oriented environment; experience with HSA or comparable products is highly desirable.