Service Delivery Manager I

We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable.

How you can make a difference

The Service Delivery Manager I (SDM I) is the primary point of contact for assigned employer accounts. The SDM I manages inquiries regarding the administration of COBRA related products. They are responsible for building trust and rapport with our valued employers. They support day-to-day operational functions. Their goal is to help employers understand Cobra products offered to their employees. Additionally, the SDM I will improve employer loyalty through flawless execution. This role engages employers from onboarding through ongoing service management.

What you’ll be doing

Note: The essential duties and primary accountabilities below are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Although all the functions listed here are essential, the extent to which a team member may engage in these activities may vary day-to day. Predictable and reliable attendance is an essential function. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described.

• Manage and coordinate new employer onboarding
• Primary contact for all issues and opportunities related to the employer
• Represent HealthEquity’s products and services to achieve company goals
• Solve complex problems and provide coaching to our employers on the effective use of HealthEquity’s systems
• Identify opportunities to drive employer adoption of our product suite
• Do whatever it takes to ensure each employer interaction is a positive and enjoyable experience
• Build employer loyalty by seeing issues through to resolution and providing accurate, thorough, and timely responses
• Review and analyze data (reports and files)
• Represent employer needs with internal stakeholders
• Coordinate open enrollment support as needed
• Manage and contribute to employer documentation
• Review and coordinate employer communications
• Support internal projects as assigned
• Other responsibilities as assigned

What you will need to be successful

• A bachelor’s degree or comparable industry experience is preferred
• Previous experience working in the industry (banking and benefits) is an asset
• Computer literacy required: Excel, Word, Adobe, PowerPoint, Outlook, and Webinar tools
• Ability to maintain customer accounts through exceptional service
• Ability to communicate (written and verbal) effectively and to influence others
• Demonstrate effective meeting management and presentation skills
• Ability to identify and solve employer needs
• Demonstrate appropriate judgment when utilizing internal business resources to solve employer needs
• Team player, willing to support others’ needs
• Well organized and able to handle various responsibilities
• Self-motivated, seeks out solutions and answers
• Adept at developing and maintaining relationships
• Strong customer service focus, work ethic, and attention to detail in both quality and accuracy
• Ability to meet and execute on SLAs
• Stay up to date on product and industry knowledge

Benefits and perks

• Medical, Dental, Vision
• 401(k) match
• Paid Maternity/Paternity leave
• Ongoing education
• Tuition Assistance
• Gym/Fitness Reimbursement
• Purple with Purpose (paid volunteer time off)
• HSA contribution and match
• Award winning Wellness Program
• Consumer Driven Healthcare (CDH) education

Why work for HealthEquity

HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth and build health savings for life. Through our innovative technology and superior service delivery, our members gain valuable insights to better save and spend their healthcare dollars.

We firmly believe that our team members drive the success of this company. We hire passionate contributors who enjoy the thrill of pioneering their positions to their full potential. Join us and discover a work experience where the person is valued more than the position, and where are our purple culture drives a remarkable experience.

Our advice to you

HealthEquity is fiercely focused on hiring passionate individuals to contribute to our purple culture. If you speak passion, excellence, service, ambition, fun… we want to speak with you! We believe that your personality is as important as your experience and qualifications so when we do have the opportunity to speak together, be authentic, be genuine, be you! Showcase your experience and your passion.

HealthEquity, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

• Medical, Dental, Vision
• HSA contribution and match
• Dependent Care FSA match
• Paid Volunteer Time Off!! – “Purple with Purpose”
• 401(k) match
• Paid Parental Leave
• Ongoing Education & Tuition Assistance
• Gym/Fitness Reimbursement
• Award Winning Wellness Program