Tax Advantage Benefit Product Specialist HSA

Middleton, Wisconsin
Insurance (Management Occupations)
Job Type
US$ 55,000 per year, $55k per year + none
Ref. Number
Hennen, Grace, Spherion
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Job Description

Must have experience in Tax advantage benefit plans or HSA!

Our client on the West side is currently seeking qualified candidates for a Product Specialist. The Product Specialist is responsible for managing the company's Health Savings Account and Debit Card product solutions and ensuring the highest quality of service, while maintaining compliance with Federal and State regulations. As the primary point of contact, this role provides ongoing monitoring and operational oversight facilitates issue resolution and participates in implementation and continuous improvement initiatives related to the Health Savings Account and Debit Card products.

- Provide customer centric service to internal customers on questions and issues related to client accounts, plan design and plan administration for both employers and participants
- Identify customer communication needs
- Continually review third party solution provider capabilities and identify opportunities for additional advances and efficiency in operational interaction
- Reconcile invoices and reports from third parties
- Safeguard confidentiality, privacy and security of organization and customer private health information (PHI)
- Develop expert knowledge for the assigned products including product regulations, product design, business processes, vendor technology solutions and internal technology support solutions
- Conduct ongoing audits and proactively work with internal team members to resolve issues
- Coordinate support across various stakeholders to ensure successful onboarding of clients to the assigned products
- Monitor and manage issue reporting and resolution with third parties
- Provide service level and other management reporting
- Assist in the implementation of software releases
- Train departments impacted by software updates
- Develop and deliver training on integrated product solutions to employees

- Bachelor's Degree in Business or related field
- Minimum of three years' experience working with pre-tax benefit plans.
- Demonstrated ability to build, sustain and foster relationships at all levels of an organization
- Proven knowledge of project management, implementation theory and methodologies
- Demonstrated effective verbal and written communication skills, utilizing proper grammar, syntax and excellent business acumen
- Excellent problem solving skills, and highly adaptable
- Self-motivated, able to learn quickly and research issues independently and with limited direction

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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