Inspira Financial · 1 day ago
Sr. Manager, H&B Support (Remote)
United States
Full-time
Remote
Senior Level
$84K/yr - $96K/yr
7+ years expInspira Financial is a company focused on helping businesses and individuals thrive through health and wealth solutions. The Sr. Manager, H&B Support is responsible for managing a team to ensure high levels of service for retirement account holders and improving retention rates.
Financial Services
Responsibilities
Oversee the operations and performance of the H&B/R&W Support teams, encouraging accountholder retention and investment at Inspira Financial
Define strategy and service level agreements (SLAs) to align with overall Company and department initiatives and ensure all KPI’s are met
Guide, coach, and develop the leadership teams to reach performance and retention goals
Lead team structure design, compensation, headcount planning, recruiting, and promotion process
Optimize, develop, and implement strategies to deliver the highest level of service
Measure and continuously improve customer retention
Monitor and analyze data to meet service level and retention goals
Manage escalated service issues and implement new processes to avoid future occurrences
Work cross-functionally with various individuals at all levels of the business, both internally and externally, to maximize service
Other responsibilities as assigned
Responsible for collaborating with the Talent and Acquisition team to recruit and hire new leaders
Provide constructive and timely feedback to leaders, including conducting mid-year and annual performance reviews
Track and monitor to ensure all Compliance Training courses are completed timely
Collaborate with HR on any performance related issues related to performance improvement plans. Ensure documentation is detailed, clear, and concise
Qualification
Required
Demonstrated experience leading a team(s) of H&B Support Managers
Promoting exceptional service delivery and client success
Extensive knowledge about Inspira Financial, investing and asset types including traditional, Roth and alternative assets
Ability to promote products and services with a goal of retaining customers
Strong leadership skills with the ability to motivate and inspire a team to achieve retention goals
Excellent communication and interpersonal skills with the ability to drive change
Ability to solve complex issues, both independently and in a collaborative team environment
Excellent analytical skills with a proactive nature
Strong organization/collaborative skills with a drive to meet deadlines
An aptitude for prioritization and multi-tasking
A drive to learn and apply new concepts quickly
Possess an elevated level of knowledge of investing and various asset types
Possess an elevated level of knowledge regarding IRAs and applicable IRS code
Action oriented - should be motivated by challenging opportunities and thrive in fast paced environment
Elevated level of composure - must be cool under pressure and in challenging situations and respond in a patient and professional manner
Operate efficiently with a high degree of accuracy
Consistent, sound decision making capabilities
Elevated level of ethics and values - must act in accordance with Inspira mission, vision, and values
Infrequent travel 10%
Prolonged periods of sitting at a desk and working on a computer
Preferred
7-10 years of experience in financial services preferred with at least 3 years of experience in leadership
Bachelor's Degree and/or 5-7 years Financial Services or Client Servicing experience
Experience with Salesforce CRM a plus
Benefits
Healthcare
401K savings plan
Company holidays
Paid time off
Parental leave
Employee assistance program
Company
Inspira Financial
Inspira Financial is your devoted health, wealth, retirement, and benefits administrator.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Julie Nelson
DIRECTOR, BACK OFFICE OPERATIONS
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