HSA Bulk Transfers Coordinator

MISSION

We go beyond transactional, forging meaningful connections with our employers, empowering them to be experts in benefit management, and becoming trusted partners in their success from onboarding to ongoing support and beyond.

RESPONSIBILITIES

• Own individual project(s) specific to Healthcare Savings Account (HSA) bulk transfer of funds, ensuring all related information and milestones are accurately documented, and providing timely progress updates to internal and external stakeholders. Responsible for completing the following tasks under standard turnaround times:

  • Successful completion of key project milestones while building trusted relationships with employer groups and previous custodians

  • HSA Assets posted, reconciled and available by the agreed upon deadline

  • Confirmation of 100% success rate of transferred funds

• Identify recurring problems, operational waste, and/or automation opportunities and share with team leader

• Manage assigned departmental internal ticketing queue to ensure successful resolution within SLA targets

• Boost engagement in individual & bulk HSA asset transfers as required

• Lead or support client- or department-specific projects and workstreams as required

EDUCATION/EXPERIENCE

• 2+ years relevant work experience or education is preferred

• Experience leading and speaking on behalf of teams and/or business initiatives is preferred

• Experience with project management methodologies such as Six Sigma, Lean, pmbok is a plus

• Experience influencing or coordinating engagement campaigns is a plus

ROLE-BASED COMPETENCIES

• Efficiency. Able to produce significant output with minimal wasted effort.

• Organized. Can evaluate competing priorities, select intelligently and plan appropriately.

• Action oriented. A strong bias toward action and persistence to see things through to completion.

• Analytical. Able to structure and process data and draw conclusions. Able to act based upon data/fact.

• Communication. Clear and effective communicator in both verbal and written form. 

• Proactivity. Acts without being told what to do. Brings new ideas to the company. Resourceful and proactive in gathering information and sharing ideas.

• Teamwork. Reaches out to peers and cooperates with leaders to establish an overall collaborative working relationship. A team player with a willingness to engage in respectful, creative debate.

VALUES (the “How”) 

At Alegeus, equally important to the “What” (the individual performance goals that each employee commits to in support of the company’s overall success) is the “How” (the framework of principles that guide how we work together to drive our business forward). Overall performance success will also consider individual delivery on our corporate values: 

• People First. We pride ourselves in bringing talented people together and treating one another with care. This means we assume best intentions and trust and respect each other. We lift our colleagues up, celebrate diverse perspectives and accomplish more together.

• Partner Powered. We are committed to empowering our partners, knowing our success is shared and we win as one. We take this connection to heart—it’s the spark that drives collaboration across teams and inspires us to continuously raise the bar with the products and services we deliver.

• Always Advancing. We are driven by potential and relentlessly determined to achieve our goals. We thrive on the opportunity to get better every day and the thrill presented by new challenges. Our competitive edge lies in the clarity of our vision, confidence in the future and tenacity to deliver.

The above cited duties and responsibilities describe the general nature and level of work performed by an incumbent assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that a candidate may be expected or asked to perform.

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We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.

At Alegeus, being transparent about our compensation philosophy and approach is more than just a legal requirement. As our organization continues to grow and evolve, we have made a commitment to ensure that our compensation framework is equitable, data-driven, consistent, and unbiased, with allowable pay differences based on factors unique to each candidate (think: skills, experience, qualifications, etc.) in order to attract and retain a highly talented and committed workforce.

We are taking an “inside-out” approach to pay transparency by first educating our valued managers and internal workforce and then moving to publishing compensation ranges externally. In the interim, if you are a California, Colorado, Connecticut, Maryland, Nevada, New Jersey, New York, Ohio or Washington resident and this role is physically available in your state or classified as remote, you may be eligible to receive additional information about the compensation and benefits for this role, which we will provide upon request. Please send an email identifying the title of the role you are interested in and the state you reside in to [email protected].