The Sr. Client Account Liaison manages client relationships, supports account installations, and resolves customer issues to enhance member experience.
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 Sr. Client Account Liaison is the primary contact for both clients and account teams. They support our members, and our clients understand the plans they our enrolled in. This position is challenging, fast pace, and demanding. Quickly and effectively adapts to challenging demands of the environment. You must be flexible and willing to travel. This position requires partnering closely with the customer and the clients to provide valuable insights, education, and direction to ensure we provide the best member experience possible. Managing the relationship from the Service Operations side of the house while partnering with the Account Teams is critical to the overall success of this partnership.
• Develops and implements a customer service account management plan for each account • Support installation of new and existing accounts for the site by attending implementation planning/process meetings • Participate in prospect calls and help with response to RFPs• Coordinate and participate in site visits• Customer visits (at their location) • Proactively identify and surface customer and plan issues for resolution while acting as a liaison to communicate workflow results, ideas and solutions• Proactively resolve issues with account executives, sales representatives, installation managers and the claims office as appropriate• Manage escalated customer issues• Presents onsite and virtually• Other duties as assigned
Typical schedule for this position is Monday to Friday 8 a.m. CT to 5 p.m. CT. 25% to 30% nationwide travel.
Preferred Qualifications
• 5-7 years of experience• Bachelor's Degree in Business Management or related field• Excellent analytical skills with a proactive nature • Prior call center experience• Strong organization skills with a drive to meet deadlines • Proficiency in Microsoft Excel, Word 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 • Attention to detail and accuracy• Problem solving skills
Compensation & Benefits
$50,000-$60,000 per year
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 Sr. Client Account Liaison is the primary contact for both clients and account teams. They support our members, and our clients understand the plans they our enrolled in. This position is challenging, fast pace, and demanding. Quickly and effectively adapts to challenging demands of the environment. You must be flexible and willing to travel. This position requires partnering closely with the customer and the clients to provide valuable insights, education, and direction to ensure we provide the best member experience possible. Managing the relationship from the Service Operations side of the house while partnering with the Account Teams is critical to the overall success of this partnership.
• Develops and implements a customer service account management plan for each account • Support installation of new and existing accounts for the site by attending implementation planning/process meetings • Participate in prospect calls and help with response to RFPs• Coordinate and participate in site visits• Customer visits (at their location) • Proactively identify and surface customer and plan issues for resolution while acting as a liaison to communicate workflow results, ideas and solutions• Proactively resolve issues with account executives, sales representatives, installation managers and the claims office as appropriate• Manage escalated customer issues• Presents onsite and virtually• Other duties as assigned
Typical schedule for this position is Monday to Friday 8 a.m. CT to 5 p.m. CT. 25% to 30% nationwide travel.
Preferred Qualifications
• 5-7 years of experience• Bachelor's Degree in Business Management or related field• Excellent analytical skills with a proactive nature • Prior call center experience• Strong organization skills with a drive to meet deadlines • Proficiency in Microsoft Excel, Word 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 • Attention to detail and accuracy• Problem solving skills
Compensation & Benefits
$50,000-$60,000 per year
Top Skills
Excel
Microsoft Outlook
Microsoft Word
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