Health & Account Manager ; Remote

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).

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!

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.

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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.

The Account Manager I position is responsible for delivering dedicated service to our value level clients and partners by forging solid, long‑lasting business relationships. The role serves as the primary point of contact and adds customer value by responding to client/partner needs and ensuring customer satisfaction by providing support and assistance with issue resolution, navigating and collaborating internally as needed to deliver a timely result.

• Deliver service to clients and partners leveraging knowledge of Consumer Directed Benefits
• Provide onboarding support for new clients to ensure a positive “Go Live” experience
• Serve as a liaison and coordinate internally to drive resolution for clients and partners
• Represent the voice of the customer by advocating for system enhancements, process change, and product enhancements
• Deliver training and support to clients to ensure they are equipped to handle various aspects of plan administration
• Educate clients and partners and recommend solutions to enhance their experience
• Monitor account activity and alert clients and partners, as needed
• Facilitate corrections to participant enrollment records, as needed
• Establish rapport and build solid relationships with clients and partners
• Initiate Salesforce cases and monitor to drive timely problem resolution for…