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HealthEquityPosted 3 weeks ago

Member Service Specialist I

$35,360–$35,360 year

RemoteTexas, United States or Tennessee, United States

Full TimeLarge

Job Summary

Manage high volume of inbound phone inquiries regarding HealthEquity spending accounts, IRS regulations, and claims procedures. Research policies and educate members on eligible expenses, HSA/FSA options, and reimbursement workflows to ensure timely resolution. Serve as a customer advocate by identifying underlying needs, de-escalating concerns, and guiding members to appropriate resources while maintaining accuracy standards. Work from home in a secure location with stable internet, participating in occasional 360 Workspace Reviews and onsite trainings in Draper, Utah.

Required Qualifications

  • High school diploma or equivalency
  • Associates degree, preferred
  • Must be 18 years of age or older
  • One to two years of Customer service experience
  • Proficiency with Microsoft Word, Outlook, Teams and Windows operating systems
  • Able to navigate multiple computer screens and enter data
  • Strong oral and written communication skills
  • Strong problem solving and decisions making skills
  • Impeccable soft skills and interpersonal skills
  • Able to communicate empathetically, positively and professionally in challenging or escalated situations
  • Must be able to take written, verbal and online assessments
  • Must have a secure location to work at home without distraction behind a closed door to protect sensitive information
  • Must have a stable, high speed internet connection for handling calls without interruption of at least 10mbps down and 6mbps up
  • Someone who is adaptable and who embraces change and ambiguity
  • Work requires normal range of hearing, vision and verbal communication skills, with or without a reasonable accommodation
  • Must be able to use a telephone and headset equipment and operate a keyboard and other office equipment, with or without reasonable accommodation
  • Must be able to spend prolonged periods of each workday on the phone
  • Must be able to come onsite to our Draper, Utah location for trainings, onboarding, or other team needs, with advance notice
  • Ability to perform work at a computer station for 7-8+ hours a day and function in an environment with frequent interruptions
  • Maintain predictable and reliable attendance, with the ability to adapt to changing work schedules including participating in a shift bid on a yearly basis, and evolving business needs
  • Must reside in the following states to be considered: AR, AL, FL, GA, IA, ID, IN, KS, KY, MO, MS, NC, OH, OK, SC, SD, TN, TX, UT, WY
  • Must be able to take part in occasional 360 Workspace Reviews, quick, simple check-in's (a brief video walkthrough or photo) to help ensure your remote setup stays safe and compliant
  • Must consent to Microsoft Copilot's AI technology recording and transcribing your interview with your Talent Partner

Desired Qualifications

  • Associates degree, preferred

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