Member Services CC Assoc 1-1

HSA Bank, a division of Webster Bank, N.A.Milwaukee, WI
2d

About The Position

At HSA Bank, we’re working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors. Are you ready to join us? The Client Service Associate I is the frontline to customers, providing excellent service related to a variety of account inquiries. The Client Service Associate is expected to meet or exceed individual service goals for all Contact Center related metrics.

Requirements

  • Active listening skills.
  • Strong customer service.
  • Passion for helping people.
  • Problem solving skills.
  • Effective communicate skills over the telephone.
  • Strong working knowledge of computer (email, internet, intranet, etc.).
  • Typing skills.
  • Ability to learn all system applications that support Contact Center requests, inquires and transactions.
  • Ability to effectively multi-task.
  • Positive attitude.
  • Flexibility.
  • Excellent organizational skills with attention to detail.
  • Ability to work with a diverse work force and customer base.
  • Strong commitment to achieving personal growth and success.
  • Ability to understand HSA Bank’s mission, goals, and strategies and support it during customer interactions.
  • Ability to work any shift 24 hours/day, 7 days a week; 8.5 and 10.5 hour shifts; schedule will be defined at the time of hire; howver this could change based off business needs.
  • Completion of 2-3 week classroom training.
  • Close environment at workstation and wearing headset for long periods of time.
  • Heavy keyboard/mouse usage required with repetitive movements.
  • High Speed Internet required.
  • H.S. Diploma or General Education Degree (GED) required
  • 0-2 years Direct customer service experience (in-person customer facing work experience or call center experience) required

Responsibilities

  • Retain existing accountholders via reactive servicing through phone queue or email correspondence by providing exceptional problem solving, ownership, and follow through.
  • Ability to work within multiple systems -- Sparak, 1Cloud, Sharepoint, Star, etc. -- while addressing, researching and determining a solution to resolve the customer's concerns and questions.
  • Proficient in support of the Health Savings Accounts product.
  • Able to knowledgably explain to clients the benefits and impact of IRS Tax regulations in relationship to their HSA accounts.
  • Utilize internal resources to respond to customer inquiries accurately and in a timely manner.
  • Process customer requests and respond to product and service inquiries in a responsible, timely and accurate manner.
  • Communicate and reinforce changes in operational policies and procedures.
  • Resolve problems on a case-by-case, customer-by-customer basis which may include policy, procedure, process, compliance and risk assessment.
  • 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
  • Consistently meet/exceed all customer service standards.
  • Model behavior consistent with the Contact Center's customer service standards, policies and procedures.
  • Other duties as assigned by Supervisor/Manager.
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