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Member Services Coordinator
Ref No.: 19-06422
Location: Milwaukee, Wisconsin
Pay Rate : $ 15.00 - 15.00 /Hour

Be a part of the growing trend in consumer driven health care and join the nation's leading bank administrator of health savings accounts! While empowering you to build the meaningful career you've been looking for!

Provide world-class customer service to account holders through resolving problems which includes the following but is not limited to: website navigation, debit card declines, transaction and balance information, and basic HSA education. Maintain compliance with Federal and State regulations as well as HSA Bank policies and procedures.

  • Process customer orders such as debit cards, welcome kits and checkbooks in a responsible, timely and accurate manner
  • Process customer demographic changes and complete account maintenance in a responsible, timely and accurate manner
  • Process manual transactions and plan specific updates on FSAs, HRAs, etc
  • Process employment status updates, accountholder terminations and consumer moves
  • Participate in researching and resolving critical incidents
  • Monitor, edit and send daily orders files to vendors
  • Assist in training of new Coordinators
  • Review, update and/or create new operational procedures as needed
  • Prioritize and perform multiple tasks at the same time
  • Take ownership of escalated issues and report systems or policy issues to appropriate parties
  • Act as an advocate for the customer by submitting feedback through appropriate channels
  • High School / GED required.
  • 1 year of direct customer service experience with agents and employers (in-person customer facing work experience or call center experience)
  • Pass the following tests: 10 key, alpha numerical, and call center ettiquette
Flexible, consistent 8 hour shift can be chosen
  Starting between the hours of 7:00AM and 9:00AM 
  Ending between the hours of 3:00PM and 6:00PM