HSA Account Manager

5 days ago

Covington, United States Fidelity TalentSource LLC Full time



Job Description:

HSA Account Manager

The Health Savings Accounts (HSA) business is a high-growth business within Fidelity Healthcare Group. We help our clients address the mounting concern of the rising healthcare costs by providing a Health Savings Account solution that helps cover the near-term healthcare needs as well as to save for the future medical expenses, included those in retirement.

The HSA Account Manager will directly support daily review of plan administration for HSA plans while providing superior customer experience by developing strong relationships with the HSA clients who do not have a preexisting relationship with our Defined Contribution business.\u00A0\u00A0 The HSA Account Manager focuses on understanding and responding to client needs. In this position you assume a consultative role as it pertains to operations to acquire a clear understanding of the business needs and the client s perception of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. You also provide an on-going customer servicing (including troubleshooting customer problems) across HSA and FSA (as applicable.) \u00A0

The Team

The Fidelity HSA Team provides clients with the expertise and convenience of a single provider to administer their HSA and Flexible Spending Account (FSA) programs. Our expertise in HSA + FSA administration allows for a collaborative and comprehensive approach to develop solutions that increase the effectiveness of the product(s) and meet our client s strategic goals.

Reporting to Director, HSA Account Manager, the HSA Account Manager is the primary contact for the client on HSA topics, responsible for day-to-day support.\u00A0 You will interact with clients daily and will manage the operations of several clients. In this role, you will be responsible for facets of HSA administration services provided to clients including web and customer service, data management and reporting. You will work closely with the Operations team and other teams to ensure the goals are met and day to day tasks are completed. The primary focus of this role is on client satisfaction, retention, and day-to-day operational execution, regulatory compliance, and client consulting, with occasional contribution to broader planning and organizational initiatives within area of expertise.

The Expertise We re Looking For

  • 5+ years of HSA administration or relevant experience
  • 2+ years of account management or client service experience
  • BA/BS required

The Skills You Bring

  • You have a clear understanding of the HSA product operations; FSA knowledge is a plus
  • You are fully knowledgeable on the day-to-day activities of the product and processes
  • You have strong customer and consultative interaction and influencing skills
  • You have effective verbal and written communication skills.
  • You have excellent organization and time management skills and attention to detail.
  • You must be client-focused and service-oriented in a very rapid pace environment

The Value You Deliver

  • Develop, manage and maintain strong client relationships
  • Serve as primary point of contact for client's HSA interest including routine client interaction required for day-to-day client processing
  • Understand the objectives and initiatives related to client projects and works with the organization to ensure that resources are allocated, project plans are defined, utilized and managed to ensure that deliverables are met
  • Accountable for daily and proactive review of client administration quality, accuracy, and optimal efficiency of their client's administration and execution of appropriate corrective action as needed
  • Escalate and actively participate in the resolution of service issues appropriately within the organization
  • Accountable for client reference ability
  • Work to identify, evaluate, initiate and monitor the execution of functional and cross-functional client specific projects that meet service, quality or efficiency goals inclusive of service enhancements and special report requests
  • Develop strong internal working relationships with Fidelity personnel in support of service delivery

Fidelity Investments is an equal opportunity employer.





Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

  • Sales Account Manager

    3 months ago

    Covington, United States Data Intensity Full time

    Job DescriptionJob DescriptionThe Sales Account Manager position at Data Intensity will be responsible for managing and growing an existing account portfolio. Together With:Proactively manage the growth, execution, and delivery of high-end sales and services to an assigned base of accounts.Cultivate and develop a pipeline for net new customers by utilizing...

  • Accounting Manager/Controller

    7 days ago

    Covington, Louisiana, United States Emcor Inc Full time

    About Ardent Services LLCArdent Services LLC is a leading provider of high-quality, power, control, and process automation services performed safely on time and on budget. We are a premier provider of specialty electrical and instrumentation (E&I) services of process industries throughout the country.Our Company CultureWe value work-life balance, financial...

  • Insurance Account Manager

    2 days ago

    Covington, United States Gpac Full time

    Job SummaryWe are seeking a highly skilled Insurance Account Manager to join our team at GPAC. As a Personal Lines Account Manager, you will be responsible for managing a portfolio of personal lines insurance accounts and providing exceptional service to our clients.Key ResponsibilitiesAccount Management: Manage a portfolio of personal lines insurance...

  • Client Relations Manager

    2 weeks ago

    Covington, Kentucky, United States Fidelity TalentSource LLC Full time

    Job Overview:The PositionIn this position, you will serve as the main point of contact for 401(k) administrative services for some of our most significant corporate institutional clients. Overseeing daily and diligent evaluations of plan administration quality for Defined Contribution, HSA, and Non-Qualified plans. Guiding client plan administration to...

  • Account Manager

    1 month ago

    Covington, United States Elizabeth Rook Insurance, LLC Full time

    Job DescriptionJob DescriptionDo you like to be challenged and want a profession that is new every day and never boring? Do you like helping people, and want a career that will have a meaningful impact on peoples lives? Then look no further than a career at Elizabeth Rook Insurance, LLC, a well-established insurance agency deeply rooted in Covington,...

  • Accounting Manager/Controller

    2 months ago

    Covington, United States EMCOR Group Full time

    * NOTICE: This position is for PRINCIPALS ONLY. * Ardent Services LLC is hiring an Accounting Manager/Controller. Are you ready to embark on an exciting position with a well-established company leading the industry in electrical and instrumentation service? Do you want to be a part of a company with consistent growth in the industry and employee stability?...

  • Client Accounting Manager/Controller

    3 months ago

    Covington, United States Rudler, PSC Full time

    Job DescriptionJob DescriptionClient Accounting Manager/ControllerRudler, PSC is seeking a Client Accounting Manager/Controller to add to our growing team.  Rudler, PSC offers work/life balance with a flexible work schedule in a high-growth, energetic, supportive environment. Benefits offered include a retirement plan, health, vision and dental insurance,...

  • Client Accounting Manager/Controller

    3 months ago

    Covington, United States Rudler, PSC Full time

    Job DescriptionJob DescriptionClient Accounting Manager/ControllerRudler, PSC is seeking a Client Accounting Manager/Controller to add to our growing team.  Rudler, PSC offers work/life balance with a flexible work schedule in a high-growth, energetic, supportive environment. Benefits offered include a retirement plan, health, vision and dental insurance,...

  • Senior Reimbursement Account Manager

    2 months ago

    Covington, United States Fidelity TalentSource LLC Full time

    Job Description: As a Senior Account Manager supporting Fidelity Health s Clients you will combine strong consultative account management skills with a deep knowledge of reimbursement account plan administration (FSA, HRA, Commuter, RMSA, LSA).\u00A0Working independently you will bring our clients from post-sale implementation and onboarding into ongoing...

  • Client Relations Manager

    2 weeks ago

    Covington, Kentucky, United States Fidelity TalentSource LLC Full time

    Job Overview:The PositionIn this position, you will serve as the main point of contact for 401(k) administrative services for some of our largest corporate institutional clients. Overseeing daily and thorough assessments of plan administration quality for Defined Contribution, HSA, and Non-Qualified plans. Guiding client plan administration to ensure...

  • Client Relations Manager

    1 week ago

    Covington, Kentucky, United States Fidelity TalentSource LLC Full time

    Job Overview:The PositionIn this position, you will serve as the main point of contact for 401(k) administrative services for some of our most significant corporate institutional clients. You will oversee daily and thorough evaluations of plan administration quality for Defined Contribution, HSA, and Non-Qualified plans. You will guide client plan...

  • Tax Manager

    4 days ago

    Covington, Louisiana, United States gpac Full time

    Job DescriptionA leading public accounting firm in the United States is seeking a highly skilled Tax Manager to join their team. This esteemed firm offers its clients valuable knowledge and expertise in tax planning and preparation.Key Responsibilities:Lead tax preparation, planning, research, and review teams to ensure accurate and timely completion of...

  • Commercial Insurance Account Manager

    3 days ago

    Covington, United States The Jonus Group Full time

    Job DescriptionThe Jonus Group is seeking a skilled and dedicated Commercial Insurance Account Manager to join our team.Key Responsibilities:Build strong relationships with clients by understanding their business needs and providing personalized insurance solutions.Regularly communicate with clients to assess their evolving insurance requirements and address...

  • Commercial Insurance Account Manager

    3 months ago

    Covington, United States The Jonus Group Full time

    Job Description Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team. Benefits Competitive salary: $50-60K Comprehensive benefits package Professional development opportunities and training. Supportive and inclusive work environment. Qualifications Active P&C license Strong...

  • Account Executive

    1 week ago

    Covington, United States Waites Sensor Technologies, Inc. Full time

    Job DescriptionJob DescriptionDescription:Account ExecutiveThis is a unique opportunity to help set the tone for the future of our organization. What we are: Fun, fast-paced, client-focused, people-centric, inviting, flexible, and rapidly growing.What we are not: Overly structured, exclusive, uncompromising, disengaged, or disconnected.Company DescriptionWe...

  • Account Executive

    2 weeks ago

    Covington, United States Waites Sensor Technologies, Inc. Full time

    Job DescriptionJob DescriptionDescription:Account ExecutiveThis is a unique opportunity to help set the tone for the future of our organization. What we are: Fun, fast-paced, client-focused, people-centric, inviting, flexible, and rapidly growing.What we are not: Overly structured, exclusive, uncompromising, disengaged, or disconnected.Company DescriptionWe...

  • Business Development Account Manager

    1 month ago

    Covington, United States Ascend Elements Full time

    Job DescriptionJob DescriptionAscend Elements (AE) is revolutionizing the production of lithium-ion battery materials by establishing a clean and sustainable supply chain using recycled feedstock. Its patented Hydro-to-Cathode™ technology directly synthesizes new cathode materials from spent lithium-ion cells more efficiently than traditional methods,...

  • Tax Manager

    4 days ago

    Covington, United States Gpac Full time

    Job Summary:Gpac, a leading search firm, is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will play a key role in providing expert tax guidance to our clients and driving business growth.Key Responsibilities:Lead tax planning and preparation for clients across various industriesDevelop and implement tax strategies to minimize...

  • Insurance Account Manager

    6 days ago

    Covington, Tennessee, United States Elizabeth Rook Insurance, LLC Full time

    Job Opportunity at Elizabeth Rook Insurance, LLCWe are seeking a highly skilled and dedicated Insurance Account Manager to join our team at Elizabeth Rook Insurance, LLC. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients, providing personalized insurance recommendations, and managing client...

  • Client Service Manager

    3 weeks ago

    Covington, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleIn this role you will be the primary Fidelity contact for 401(k) administrative services to some our largest corporate institutional clients.Responsibility for daily and hardworking review of plan administration quality for Defined Contribution, HSA and Non-Qualified plansLeading client plan administration to perform to standards and...