Serve as the primary contact for assigned employers and institutional clients using WPS and ESF products. Build and maintain relationships, process system setups and updates, lead renewals and open enrollment, manage communications and case resolutions, drive retention and revenue goals, and collaborate cross-functionally to resolve issues and inform product improvements.
Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. 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. 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
This role is responsible for building and maintaining the relationship with the client and serve as the main point of contact for all questions and concerns. This role identifies client issues, solutions and may lead resolution working with other operational areas. This role is also responsible for supporting assigned employers and institutional clients utilizing Inspira Workplace Savings (WPS) and Emergency Saving Funds (ESF) products while ensuring the highest quality of service. The primary responsibility of this role is to work directly with assigned contacts to develop and maintain positive relationships through telephone and email communication. The incumbent is also responsible for interacting with all necessary internal departments to on-board new relationships, answer inquiries related to assigned accounts and address client requests This position is instrumental in growing and maintaining Institutional client relationships for Inspira.
• Serve as a dedicated point of contact for assigned employers and institutional clients utilizing the WPS/ESF products• Build and maintain relationships with the clients• Process system setup, updates, and configuration for clients• Coordinate, lead, and execute client plan renewal and open enrollment • Ensure successful retention of assigned clients, inclusive of all events within the AMs control by responding timely and providing excellent service.• Achieving revenue, growth, and renewal goals• Manage incoming and outgoing communications including phone queues and emails • Handle all resolution cases from across the firm for the assigned client base • Share information gathered from conversations with clients to provide insight into relationships and help drive future product enhancements• Collaborate with team members and functional support areas on more complex product or service issues.• Build relationships with internal teams.• Work cross-functionally with various departments within the business to maximize service• Other duties as assigned.
Preferred Qualifications
Years of Experience: • 0-2 years of experience . Degree: • Bachelor's Degree in Business, Finance, Communications, Healthcare Administration, Sales, or related field . Certification: N/A . Skills & Abilities: • Excellent analytical skills with a proactive nature • Strong organization skills with a drive to meet deadlines • An affinity for accuracy and efficiency • Proficiency in Microsoft Excel, Word (including mail merge) and Outlook • Strong verbal and written communication skills • An aptitude for prioritization and multi-tasking • Strong collaboration skills • A drive to learn and apply new concepts quickly • Ability to prioritize numerous tasks • Experience with Salesforce CRM preferred • Strong relationship and communication skills • Experience in retirement plan industry and knowledge of IRAs • Knowledge of investment vehicles, as well as savings and retirement planning tools
Compensation & Benefits
$50,000-$58,000 per year
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. 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. 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
This role is responsible for building and maintaining the relationship with the client and serve as the main point of contact for all questions and concerns. This role identifies client issues, solutions and may lead resolution working with other operational areas. This role is also responsible for supporting assigned employers and institutional clients utilizing Inspira Workplace Savings (WPS) and Emergency Saving Funds (ESF) products while ensuring the highest quality of service. The primary responsibility of this role is to work directly with assigned contacts to develop and maintain positive relationships through telephone and email communication. The incumbent is also responsible for interacting with all necessary internal departments to on-board new relationships, answer inquiries related to assigned accounts and address client requests This position is instrumental in growing and maintaining Institutional client relationships for Inspira.
• Serve as a dedicated point of contact for assigned employers and institutional clients utilizing the WPS/ESF products• Build and maintain relationships with the clients• Process system setup, updates, and configuration for clients• Coordinate, lead, and execute client plan renewal and open enrollment • Ensure successful retention of assigned clients, inclusive of all events within the AMs control by responding timely and providing excellent service.• Achieving revenue, growth, and renewal goals• Manage incoming and outgoing communications including phone queues and emails • Handle all resolution cases from across the firm for the assigned client base • Share information gathered from conversations with clients to provide insight into relationships and help drive future product enhancements• Collaborate with team members and functional support areas on more complex product or service issues.• Build relationships with internal teams.• Work cross-functionally with various departments within the business to maximize service• Other duties as assigned.
Preferred Qualifications
Years of Experience: • 0-2 years of experience . Degree: • Bachelor's Degree in Business, Finance, Communications, Healthcare Administration, Sales, or related field . Certification: N/A . Skills & Abilities: • Excellent analytical skills with a proactive nature • Strong organization skills with a drive to meet deadlines • An affinity for accuracy and efficiency • Proficiency in Microsoft Excel, Word (including mail merge) and Outlook • Strong verbal and written communication skills • An aptitude for prioritization and multi-tasking • Strong collaboration skills • A drive to learn and apply new concepts quickly • Ability to prioritize numerous tasks • Experience with Salesforce CRM preferred • Strong relationship and communication skills • Experience in retirement plan industry and knowledge of IRAs • Knowledge of investment vehicles, as well as savings and retirement planning tools
Compensation & Benefits
$50,000-$58,000 per year
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