Service & Delivery Specialist (Remote)

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The First Dollar Service & Delivery Specialist will report to the First Dollar Service Manager in the SaaS Service & Operations Department. This role is responsible for Tier 1 and Tier 2 support, including a variety of operational tasks, to ensure that our customers receive an exceptional experience.

• Respond and resolve customer, member and partner inquiries via various communication methods (phone, chat, or email) during assigned shifts, meeting SLAs.
• Maintain basic knowledge of our products, benefit plan offerings, and industry regulations and accurately respond to commonly asked questions.
• Proactively relay product feedback to improve the user experience.
• Actively participate in team meetings.
• Sort and process incoming mail such as check deposits, transfer requests and general correspondence, and manage returned mail such as member debit cards and check issuance
• Issue outbound checks for various member requests.
• Review and process reimbursement claims and substantiation requests, as needed.
• Ensure accurate entry of data into the system by performing audits monthly.
• Monitor and resolve Member HSA account opening discrepancies, called Know Your Customer (KYC).
• Assist with various operational tasks such as client onboarding assistance, reporting updates and discrepancies with client accounts on a regular basis
• Assist clients and internal stakeholders with bulk transfer requests, ensuring that completion of each request is timely and accurate.
• Review and resolve internal requests and inquiries by researching account details and performing outreach as necessary.
• Other duties, as assigned.

Preferred Qualifications
Education & Experience:

• 2-4 years of direct experience preferred.
• Bachelors preferred. Candidates without a degree but with equivalent years of relevant experience are encouraged to apply.

Skills & Abilities:

• Attention to detail and accuracy.
• Strong relationship and verbal & written communication skills.
• Problem solving and analytical skills.
• Computer knowledge and skills, comfortable learning new systems.
• Ability to learn, memorize and retain information.
• Can adapt to a fast-paced environment.
• An aptitude for prioritization and multi-tasking.
• Bilingual in Spanish is a PLUS

Other Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Ability to work overtime

Compensation & Benefits
$25.00/hr-$29.00/hr