Team lead- Solution Specialist, COBRA

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Fargo, ND, USA
In-Office
64K-85K Annually
Fintech • Payments
The Role

About the role/team:

The Team Lead – Solution Specialist COBRA is responsible to ensure that the Solutions Specialist COBRA team has the necessary knowledge and support to perform their job functions efficiently and effectively. The Team Lead serves as the point of contact for escalations and answers questions the team or other departments may have. They coordinate with the Specialist Managers and Supervisors to ensure the department is running smoothly and meeting client and company expectations.
 

How you will make an impact:

  • Must adhere to security policies
  • Ensure privacy according to HIPAA guidelines
  • Strive to be a role model for coworkers while advocating for the team and promoting positive customer service experiences
  • Educate and answer questions of the team
  • Research and investigate inquiries utilizing any resources necessary
  • Demonstrate advanced knowledge of software, regulations, and product knowledge
  • Assist with new hire and on-going training
  • Manage team identified escalations and ensure they are handled immediately
  • Adapt messaging to clients through a variety of communication mediums
  • Produce ideas and solutions to client experience
  • Recognize and defuse client discrepancies
  • Seek process improvements and promotes efficiencies
  • Provide honest and constructive feedback to new hires, coworkers, and leadership
  • Identify training needs/concerns on the team and coach individuals
  • Coordinate with the department stakeholders for procedure/process improvements/updates to ensure department consistency
  • Serve as resource in training labs with new hires
  • Assist with review of cases
  • Help identify and recommend allocation of resources to timely prioritize open tasks 
  • Provide research and handle client callback requests
  • Serve as a resource and voice of the customer for routine items that involve processes and inquires pertaining to their primary specialty
  • Work with leadership to ensure a positive customer experience, by sharing knowledge, proposing ideas and implementing a solution for creating efficiencies and improving processes
  • Maintain expected quality and performance metrics
  • Communicate and maintain positive relationship with internal stakeholders regarding any necessary client communication items to ensure a successful experience for consulting firms
  • Partner with other department stakeholders to solution for best client experience
  • Maintain detailed knowledge of product lines and system functionality
  • Participate in ongoing learning and development opportunities 
  • Participate in ongoing leadership opportunities
  • Serve as a backup to other Team Lead Solution Specialist - Benefits and team members
  • Follow attendance and punctuality standards
  • Serve as the point of contact when other leadership is unavailable
  • Communicate to Specialist Leadership identified trends in team dynamics, training needs, system related items impacting the whole team
  • Attend team and other necessary meetings to remain current on client initiatives, internal processes, and operations that may affect client accounts or the client experience
  • Attend regularly scheduled one on one meetings with direct supervisor for professional development and goal setting
  • Exhibit a strong sense of initiative and self-motivation
  • Understand and apply confidentiality guidelines
  • Foster a people-centered culture in which team members are encouraged to take initiative and provide feedback that will enhance the department’s efficiency
  • Promote a favorable image of Discovery Benefits by demonstrating DBI Core Values daily through positive interactions with current and new employees
  • Show strong leadership, problem-solving, and time management skills

Experience you will bring:

  • Customer service experience and benefit experience typically acquired within two years (queue experience preferred)
  • Previous leadership experience

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.Pay Range: $64,000.00 - $85,000.00

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The Company
HQ: Portland, ME
4,900 Employees
Year Founded: 1983

What We Do

We simplify complex payment systems for fleets, corporate payments, and healthcare—unlocking insights, opportunities, and efficiencies to give you greater control of your business. Powered by the belief that complex payment systems can be made simple, WEX (NYSE: WEX) is a leading financial technology service provider across a wide spectrum of sectors, including fleet, travel and healthcare. WEX operates in more than 10 countries and in more than 20 currencies through approximately 4,900 associates around the world. WEX fleet cards offer approximately 14 million vehicles exceptional payment security and control; our travel and corporate solutions business processes over $35 billion of purchase volume annually; and the WEX Health financial technology platform helps 343,000 employers and more than 28 million consumers better manage healthcare expenses.

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