HSA Operations Specialist-0395

Join Us!
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.
Job Summary & Responsibilities
The HSA Operations Specialist will report to the HSA Operations Manager in the CDB Operations Department. This role is responsible for the posting and reconciling of account holder and employer funds received daily along with other duties assigned. We support Inspira colleagues by helping resolve any questions or concerns they encounter or receive. This position is responsible for timely and accurate processing of all account holder requests.

• Assist with the daily processing of account holder requests such as Stop Payments, Check Copies, Account Closures, Trustee Transfers, Beneficiary. Requests, Death Closures, Internal Transfers, and Excess contributions.
• Review CIP Documentation to validate account holder HSA accounts.
• Assist with Lockbox processing of HSA transfer checks and account holder deposits.
• Form processing in database
• Review and assist with internal requests received from the InspiraTeam.
• Complete monthly employer audits for HSA push employers.
• Send daily employer email notifications on HSA funding.
• Post employer HSA dollars received daily.
• Assist with bulk transfer ins and outs.
• Other duties as assigned

Preferred Qualifications
Education & Experience:

• 1-3 years of experience
• Bachelor's Degree

Skills & Abilities:

• Embody the Inspira values in every internal interaction action and with our clients.
• Experience in solving complex issues, both independently and in a collaborative team environment.
• Operate efficiently with a high degree of accuracy.
• Proficiency in Microsoft Excel, Word and Outlook.
• An aptitude for prioritization and multi-tasking.
• A desire and ability to learn and apply new concepts quickly.
• Strong attention to detail & excellent organizational skills.

Other Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Ability to work overtime.
• Potential for direct client interaction.

Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.