Member Service Specialist I
Posted 2025-06-16Job title: Member Service Specialist I in USA at HealthEquity
Company: HealthEquity
Job description: OverviewHow you can make a difference:While working from the confines of your home, this position will be responsible for maintaining positive customer relationships by responding to a high volume of incoming customer inquiries via phone regarding all of HealthEquity's(HQY) spending account products. Proactively provide information and education to customers about IRS regulations and various spending accounts, claims processing and reimbursement procedures.This is a REMOTE position, but candidates must reside in the following states to be considered: AZ, AR, FL, GA, IA, ID, IN, KS, KY, MO, MS, NE, OH, OK, SD, TN, TX, UT, WYWhat you’ll be doing:
- Research and respond to phone inquiries from our customers to ensure timely resolution of issues
- Educate members when appropriate to maximize use of products and services
- Consistently provide accurate information to customer inquiries in accordance with HealthEquity's (HQY) inquiry accuracy standards by prioritizing and utilizing appropriate tools, resources, internal communications, and training materials
- Educate customers on HealthEquity products such as eligible IRS expenses, Health Savings Accounts (HSA) investment and pricing options, Flexible Spending Accounts (FSA), Dependent Care, Transportation and claims processing procedures
- Serve as a customer advocate by identifying underlying customer needs and guiding them to appropriate programs and resources
- Establish rapport by offering information and services beyond the customer’s initial inquiry
- Research issues and policies to effectively resolve negative member experiences as needed.
- Communicate with escalated members to understand their issue and work through resolution while remaining compliant with established security and policy practices.
- High school diploma or equivalency required. Associates degree, preferred.
- Must be 18 years of age or older
- One to two years Customer service experience is a plus
- Proficiency with Microsoft Word, Outlook, Teams and Windows operating systems) is required. Able to navigate multiple computer screens and enter data
- Strong oral and written communication skills
- Strong problem solving and decisions making skills
- Strong interpersonal skills
- Impeccable soft skills
- Must have a secure location to work at home without distraction behind a closed door to protect sensitive information
- Proven skills as an insightful and compassionate communicator
- Demonstrated ability to establish and maintain positive interpersonal relationships
- 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
- The ability to perform work at a computer station for 7-8+ hours a day and function in an environment with frequent interruptions is required.
- May experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines.
- Medical, dental, and vision
- HSA contribution and match
- Dependent care FSA match
- Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year
- Paid parental leave
- 401(k) match
- Personal and healthcare financial literacy programs
- Ongoing education & tuition assistance
- Gym and fitness reimbursement
- Wellness program incentives
Expected salary: $17 per hour
Location: USA
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