Overview

We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable.

How You Can Make a Difference

With general direction from the FinOps leadership the Operations Specialist I will support multiple intake channels reviewing case work around reimbursement and account balance research. Duties are back office related (a blend between book-keeping and account receivables at an entry-level).

What You’ll Be Doing

• Support multiple intake channels reviewing case work around reimbursement and account balance research.
• Duties are back office related (a blend between book-keeping and account receivables at an entry-level).
• Basic tasks will include system research to match member account history against other payment history hubs for data validation.
• Updating cases as need to provide next steps as well as escalate to leadership or subject matter experts on unique circumstances
• Additional Tasks may include reaching out to peer shareholders in departments such as Treasury, Client Services and Finance for internal support.
• Role will also tackle report creation, validation and communication related to end of month.
• Assists with special tasks and projects as required.
• Performs other duties as assigned or apparent.

What You Will Need To Be Successful

• Intermediate experience with Microsoft office applications.
• Strong data entry as well as understanding of credits and debits.
• Self-Starter / Go-Getter. Solid communication and team oriented. Cross-functionality experience in supporting multiple responsibilities at one time.
• Experience in the areas of banking such as direct deposits and check disbursement. Familiarity with Consumer Directed Benefits.
• Capable with working with multiple shareholders across 5 departments and working for multiple leaders.
• Potential to grow into workflow leader and cross-train others.
• Has worked with Salesforce (or case management dashboard). Accustomed to navigating through Shared Drive locations to retrieve documents.

Benefits & Perks

• Medical, Dental, Vision
• HSA contribution and match
• Dependent Care FSA match
• Paid Volunteer Time Off!! – “Purple with Purpose”
• 401(k) match
• Paid Parental Leave
• Ongoing Education & Tuition Assistance
• Gym/Fitness Reimbursement
• Award Winning Wellness Program

Come be your authentic self

Why work for HealthEquity

HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth . Join us and discover a work experience where the person is valued more than the position. Click here to learn more.

Come be your authentic self

HealthEquity, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

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