Retirement & Wealth - Support Specialist Team Lead (Remote)

Position Summary:

The Support Specialist Team Lead is primarily responsible to provide live, real-time assistance to call center support specialists, including but not limited to providing guidance in a digital work environment and being first-point of contact for all team members. The Team Lead is also the first point for resolving escalated customer issues, which may include speaking to the accountholder or member, researching the reason for escalation, owning the resolution, and providing feedback and recommendations to the business. This role is also responsible for coaching/mentoring and refresher training of all members of the Support Department. This role may also be asked to provide feedback, conduct testing related to the implementation of new technology, software applications and product offerings. The Team Lead position assists in the review of all internal Policies and Procedures and training materials. Through verbal and written communications, the individual in this position develops, strengthens, and maintains a positive relationship with our accountholder team members, and firm associates.

Duties & Responsibilities:

• Assist Support Manager in monitoring activities of the Support team including but not limited to:
• Providing front line assistance to the team
• Being the first point for escalation and providing de-escalation coaching to team members
• Helping the team meet their quality and survey goals
• Meeting established service levels
• Coaching/Training team members, including providing feedback for mid-year and annual performance reviews.
• Design and test new product offerings and new software applications.
• Providing backup support for employees and managers
• Maintain a positive work atmosphere with the team and internal departments.
• Review and resolve complex accountholder requests
• Assist in updating, and reviewing internal Policies and Procedures
• Guide Team members to utilize Digital Coach tool in their workflow
• Manage escalated client calls and assist managers with following up with account holders
• Provide answers to client inquiries regarding Inspira's products, services, and fees
• Provide direct feedback to team members on areas of opportunities to enhance services provided to the accountholder. Participate in providing feedback for mid-year and annual reviews.
• Utilize sound judgment to escalate issues that may require intervention of the manager
• Provide answers to accountholder inquiries regarding Inspira's products, services, and fees.
• Maintain a professional approach to client service, consistent with Inspira's protocol and service levels.
• Recommend and implement ways to improve efficiency, survey results, and quality.
• Manage special projects
• Other duties as assigned

Typical schedule is 11:30 a.m. to 8:00 p.m. CT and will include every Saturdays, with an optional weekday off (Tuesday through Friday). This position is for the Escalations/Life Events team for R&W LOB. Experience with Death, Divorce, POA and Escalations is necessary.

Requirements:

Education & Experience:

• High School Diploma or equivalent required
• Bachelor’s degree preferred
• 5-7 years of experience in customer service/call center required
• 5+ years of experience in financial services industry preferred

Skills & Abilities:

• Demonstrated knowledge and experience with reimbursement accounts like Flexible Spending Accounts (FSA), Healthcare Savings Accounts (HSA) COBRA (H&B) required OR Demonstrated knowledge and experience with Retirement Accounts and IRS rules and regulations (R&W) required
• Experience with Salesforce/Service Cloud required
• Working knowledge of trust accounting systems, including some familiarity with investments (R&W) preferred
• Bilingual language skills are preferred.
• Ability to transfer knowledge and coach in a 1-1 setting

• Energetic, client service focused individual
• Possesses strong written and verbal communication skills.
• Ability to apply relationship building skills to internal and external clients.
• Strong computer aptitude; proficient in Microsoft suite of products
• Display timely and accurate decision making.
• Strong problem-solving and decision-making skills and ability to multi-task, and ability to navigate several systems simultaneously to support servicing the client.
• Detail-oriented, organized, and dependable
• Active Listening skills
• Innovative Thinker
• Patience/empathy
• Proactive approach to resolving issues
• Be able to work in a high volume, fast paced environment
• Takes accountability with great follow through skills
• Ability to maintain the highest quality of service and professionalism.
• Possess a cheerful outlook and be able to perform well in a collaborative team environment.
• Ability to solve complex issues, both independently and in a collaborative team environment with a focus on FCR (first call resolution)

Other Requirements:

• Ability to work overtime when needed.
• Prolonged periods of sitting at a desk and working on a computer

Req Benefits:

Compensation: $22.50/hr-$25.50/hr
Additional Details :

Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).

This requirement does not apply to support specialist positions.

Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners - helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.

We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.