HCS Implementation Project Specialist

UMB BankKansas City, MO

About The Position

UMB’s Healthcare Services team delivers healthcare payment solutions including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, software companies, employers and financial institutions. UMB Healthcare Services is one of the top custodians in the country and is a growing team within UMB, with a focus on an expanding product set along with customized solutions tailored to our partners. This team is critical to UMB’s growth strategy and allows our customers to have a single relationship for their banking and HSA needs. The HCS Implementation Project Specialist leads implementation activities for new employer groups utilizing enrollment solutions. This position serves as the primary point of contact for brokers, employers, and payroll providers throughout the onboarding process, ensuring a successful implementation. You will partner with Sales, Client Experience, and IT teams to coordinate deliverables, manage implementation timelines, and ensure all implementation requests are completed accurately and on schedule. Working in the Healthcare Services division can be exciting, challenging, and rewarding. Our team is helpful, passionate, and well supported from all levels of UMB. We are a performance driven group who is focused on client solutions, growing within the industry, and remaining as a top choice in healthcare services. It is an environment where the associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team.

Requirements

  • Bachelor’s Degree in a relevant discipline or equivalent work experience
  • 3 years’ experience in the fields of project management, health care processing or banking

Responsibilities

  • Coordinating and executing implementation activities related to new employer group onboarding.
  • Assisting with ensuring tasks are completed in accordance with the implementation plan.
  • Assisting in coordinating meetings with individuals working on specific tasks if necessary to keep the implementation on track.
  • Monitoring the Implementation Support mailbox, triaging incoming requests and issues, assigning work to appropriate team members, and ensuring timely follow-up and resolution.
  • Providing technical Sales Support which will include answering standard product questions.
  • Translating the complex HSA product into simple terms for potential customers to ensure understanding.
  • Providing gap analysis for customer needs versus existing HSA functionality.
  • Communicating and working with IT to create estimates for new functionality.

Benefits

  • Paid Time Off
  • a 401(k) matching program
  • annual incentive pay
  • paid holidays
  • a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
  • health savings, flexible spending, and dependent care accounts
  • adoption assistance
  • an employee assistance program
  • fitness reimbursement
  • tuition reimbursement
  • an associate wellbeing program
  • an associate emergency fund
  • various associate banking benefits
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