File Clerk, Sr. jobs in Milwaukee, WI

At HSA Bank, we’re working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors. 

Are you ready to join us?

Position Summary:

This position is responsible for all aspects of an employer’s SFTP implementation experience at HSA Bank. The ideal candidate will have a proven track record of CDH product knowledge, complex file specification review as well as file testing of various types of files. Success in this role is measured by positive customer satisfaction survey feedback, driving implementations to successful closure within a specified period and overall implementation health throughout the process.  

Responsibilities:

1. Lead enrollment and funding SFTP onboarding process for existing and new employers, which includes presenting the file specification, submitting internal request for SFTP setup, testing specific file types, communicating results, and coordinating promotion to production.

2. Review enrollment and contribution options and work with your assigned employers to select the best plan design and product set up to meet their needs, articulate the implications and customer experience of their go forward design, and conduct training on use of the product.

3. Demonstrate and present how our HSA/FSA/HRA products will function within the chosen plan design/configuration. Has a strong command of all product offerings, including complex integration components.

4. Anticipate, address, and develop solutions for concerns or challenges that an employer may face, leverage internal SMEs where needed to drive and deliver on quality execution

5. Be accountable for overall employer onboarding success, ensure your employers have a positive experience, are engaged, and satisfied with our product and services and are poised to expand their engagement with HSA Bank

6. Manages SFTP implementation by developing and maintaining a detailed project plan for each assigned employer, with sign off by the partner at onset, throughout various components and upon completion.

7. Identify process improvement opportunities, initiate corrective action and partner with internal parties to implement

8. Create and maintains documentation, policies and procedures for assigned tasks as needed

9. Performs assigned off peak tasks and projects in a quality and timely manner

Qualifications

• 1-3 years previous file testing experience.
• Excellent interpersonal, negotiation, and relationship-building skills. You will serve as the face of HSA Bank to our employers so you will be nurturing relationships with our stakeholders.
• Exceptional verbal and written communication skills. Our employers are diverse, and you are able to communicate and translate information to audiences at all levels. 
• Experience in project management (preferred). You will work with multiple employers and will need to exercise strong organizational skills and attention to detail.
• Strong problem-solving skills. You will help our employers overcome challenges, and you will start by listening and asking questions to develop a deep understanding of their needs in order to drive optional plan design/configuration.
• Comfortable with advocating for employers internally. You will own the onboarding health for your assigned employers, so we will rely on you to escalate concerns and share feedback.
• Self-starter with a strong sense of ownership
• "No task is too small" attitude, with a passion for service excellence and an eagerness to learn
• Desire to work in a fast-paced environment.
• Preferred 1-3 years' experience with CDH products (HSA, FSA, and HRA).
• Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change.
• Possesses the ability to maintain the strictest confidentiality of company and customer
• High School Diploma required; Bachelor's degree preferred.

The estimated salary range for this position is $63,000USD to $77,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.