What are the responsibilities and job description for the H&B Support Manager (Remote) position at Inspira Financial?
Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life‑changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
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
H&B Support Managers report to a Sr. Manager, H&B Support. This role within the H&B Support team is responsible for supervising a team of Support Specialists committed to providing a high level of service to existing and potential Inspira clients for pre-tax products like HSA and FSA, and additional services like COBRA or Commuter Services. The Manager will leverage data to manage team performance, coach and engage with team members to drive an elevated level of performance, promote ownership and accountability, and evaluate team and individual performance to achieve goals and objectives. Support Managers are expected to be experts in their part of business and will collaborate as a consultant or partner to various workgroups, such as product, digital, account management and operations.
Duties & Responsibilities
Continually improve the performance of the team with coaching, skills transfers, 1-1 development, team meetings, and recognition.
Supervise a team of Support Specialists that provide daily support and service to account holders. Ensure the team consistently meets established service levels, quality, and survey KPIs
Ensure the team in compliant with all phone related metrics, such as schedule adherence, attendance, and After Call Time
Share information gathered from conversations with account holders with the Senior Manager, Product and Sales to provide insight into the client activities and requests to drive future product enhancements
Create an environment that encourages trust, respect, and transparencyWork cross-functionally with various individuals at all levels of the business, both internally and externally, to maximize service
Maintain a positive work atmosphere with the team and internal departmentsPartner with the appropriate Employee Relations and Human Resource teams on all employee matters, including but not limited to corrective actions, terminations, performance improvement plans, review cycles, payroll, and leave of absence.
Promptly address any escalated client service issues, bringing in internal partners as needed to resolveWork closely with Technology and the Management Team on program enhancements
As necessary, provide answers to accountholder inquiries regarding Inspira’s products, and services, including taking escalated calls as neededMaintain a professional approach to accountholder service, consistent with Inspira protocol and service levelsCan work all hours that the internal contact center is open
Other duties as assigned
Additional Manager Responsibilities
Saturdays shift required based off business needs
Responsible for collaborating with the Talent and Acquisition team to recruit and hire new staff.
Work with the Training and Quality team to coordinate training for all new hires.
Oversee day-to-day workflow of the team
Provide constructive and timely feedback to staff, including conducting mid-year and annual performance reviews
Track and monitor to ensure all Compliance Training courses are completed timely
Collaborate with HR on any performance related issues related to performance improvement plans. Ensure documentation is detailed, clear, and concise
Assist with call lab coaching and STEP academy as needed
Coverage for a peer who is out of office
Preferred Qualifications
Education & Experience:
Education TBD
5-7 years of servicing experience in a high volume, fast paced servicing center
3 years of leadership experience
Skills & Abilities
Core competencies- Industry Knowledge, Communication Skills, Judgement and Decision Making, Data Analysis, Innovation, and Employee Development and Coaching
People-first attitude with the ability to build and maintain relationships while always remaining diplomatic and tactful
Ability to manage in a fast paced, high call volume environment supporting voice, email, and chat
Strong coaching and mentoring skills and with the ability to create SMART development plans
Excellent analytical skills with a proactive nature
Strong aptitude for analyzing data to drive decision making to improve efficiency
Strong organization skills with a drive to meet deadlines
An affinity for accuracy and efficiency
Knowledge and experience of reimbursement accounts like FSA and HRA for H&B
Client focused attitude with the ability to build and maintain relationships while always remaining diplomatic and tactful
Able to transfer knowledge and coach in a 1-1 setting
Possesses strong written and verbal communication skills
Able to apply relationship building skills to internal and external clients
Has strong computer aptitude; proficient in Microsoft suite of products
Display timely and accurate decision making with an aptitude of prioritization
Ability to operate and navigate several computer systems simultaneously Is detail-oriented, organized, and dependable
Proactive approach to resolving issues
Takes accountability and ownership of issues
Ability to maintain the highest quality of service and professionalism
High emotional intelligence and is able to perform well in a collaborative team environment
Ability to solve complex issues, both independently and in a collaborative team environment with a focus on FCR (first call resolution)
Working knowledge of Salesforce/Service Cloud preferred
Other Requirements
Bilingual language skills are preferred
Prolonged periods of sitting at a desk and working on a computer
Pay Range
$27.00/hr-$32.00/hr
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life‑changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
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
H&B Support Managers report to a Sr. Manager, H&B Support. This role within the H&B Support team is responsible for supervising a team of Support Specialists committed to providing a high level of service to existing and potential Inspira clients for pre-tax products like HSA and FSA, and additional services like COBRA or Commuter Services. The Manager will leverage data to manage team performance, coach and engage with team members to drive an elevated level of performance, promote ownership and accountability, and evaluate team and individual performance to achieve goals and objectives. Support Managers are expected to be experts in their part of business and will collaborate as a consultant or partner to various workgroups, such as product, digital, account management and operations.
Duties & Responsibilities
Continually improve the performance of the team with coaching, skills transfers, 1-1 development, team meetings, and recognition.
Supervise a team of Support Specialists that provide daily support and service to account holders. Ensure the team consistently meets established service levels, quality, and survey KPIs
Ensure the team in compliant with all phone related metrics, such as schedule adherence, attendance, and After Call Time
Share information gathered from conversations with account holders with the Senior Manager, Product and Sales to provide insight into the client activities and requests to drive future product enhancements
Create an environment that encourages trust, respect, and transparencyWork cross-functionally with various individuals at all levels of the business, both internally and externally, to maximize service
Maintain a positive work atmosphere with the team and internal departmentsPartner with the appropriate Employee Relations and Human Resource teams on all employee matters, including but not limited to corrective actions, terminations, performance improvement plans, review cycles, payroll, and leave of absence.
Promptly address any escalated client service issues, bringing in internal partners as needed to resolveWork closely with Technology and the Management Team on program enhancements
As necessary, provide answers to accountholder inquiries regarding Inspira’s products, and services, including taking escalated calls as neededMaintain a professional approach to accountholder service, consistent with Inspira protocol and service levelsCan work all hours that the internal contact center is open
Other duties as assigned
Additional Manager Responsibilities
Saturdays shift required based off business needs
Responsible for collaborating with the Talent and Acquisition team to recruit and hire new staff.
Work with the Training and Quality team to coordinate training for all new hires.
Oversee day-to-day workflow of the team
Provide constructive and timely feedback to staff, including conducting mid-year and annual performance reviews
Track and monitor to ensure all Compliance Training courses are completed timely
Collaborate with HR on any performance related issues related to performance improvement plans. Ensure documentation is detailed, clear, and concise
Assist with call lab coaching and STEP academy as needed
Coverage for a peer who is out of office
Preferred Qualifications
Education & Experience:
Education TBD
5-7 years of servicing experience in a high volume, fast paced servicing center
3 years of leadership experience
Skills & Abilities
Core competencies- Industry Knowledge, Communication Skills, Judgement and Decision Making, Data Analysis, Innovation, and Employee Development and Coaching
People-first attitude with the ability to build and maintain relationships while always remaining diplomatic and tactful
Ability to manage in a fast paced, high call volume environment supporting voice, email, and chat
Strong coaching and mentoring skills and with the ability to create SMART development plans
Excellent analytical skills with a proactive nature
Strong aptitude for analyzing data to drive decision making to improve efficiency
Strong organization skills with a drive to meet deadlines
An affinity for accuracy and efficiency
Knowledge and experience of reimbursement accounts like FSA and HRA for H&B
Client focused attitude with the ability to build and maintain relationships while always remaining diplomatic and tactful
Able to transfer knowledge and coach in a 1-1 setting
Possesses strong written and verbal communication skills
Able to apply relationship building skills to internal and external clients
Has strong computer aptitude; proficient in Microsoft suite of products
Display timely and accurate decision making with an aptitude of prioritization
Ability to operate and navigate several computer systems simultaneously Is detail-oriented, organized, and dependable
Proactive approach to resolving issues
Takes accountability and ownership of issues
Ability to maintain the highest quality of service and professionalism
High emotional intelligence and is able to perform well in a collaborative team environment
Ability to solve complex issues, both independently and in a collaborative team environment with a focus on FCR (first call resolution)
Working knowledge of Salesforce/Service Cloud preferred
Other Requirements
Bilingual language skills are preferred
Prolonged periods of sitting at a desk and working on a computer
Pay Range
$27.00/hr-$32.00/hr
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Salary : $27 - $32