Healthcare Account Specialist, Client Experience (Remote Hybrid)

UMB’s Healthcare Services team delivers healthcare payment solutions including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, software companies, employers and financial institutions. UMB Healthcare Services is one of the top custodians in the country and is a growing team within UMB, with a focus on an expanding product set along with customized solutions tailored to our partners. This team is critical to UMB’s growth strategy and allows our customers to have a single relationship for their banking and HSA needs.

As a Healthcare Account Specialist for our Client Experience team you will operate as the primary contact for small employer prospects, clients (non-CE managed) and their brokers. By working with prospect referrals generated from Healthcare Services Sales and other sources (no cold lead generation required), you will explain, demonstrate, and promote the competitive strengths of the UMB Healthcare Services product and services suite to close new small businesses. You will have an established book of clients, this role will also manage existing client relationships to provide ongoing support, promote client engagement, retention, and program optimization/fulfillment.

Working in the Healthcare Services division can be exciting, challenging, and rewarding. Our team is helpful, passionate, and well supported from all levels of UMB. We are a performance driven group who is focused on client solutions, growing within the industry, and remaining as a top choice in healthcare services. It is an environment where the associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team.

How you’ll spend your time:  

• You will develop relationships with named prospects/customers/brokers building credibility and confidence as a trusted advisor.

• You will assess and identify a prospect/broker’s current needs to sell and provide ongoing account management support for the HCS suite of HSA/notional products.

• You will prepare and present proposals and account reviews to Healthcare Services prospects and clients.
• You will act as primary point of contact the employer and broker, working with UMB’s various systems (including but not limited to HOGAN, Salesforce, & Power BI) and internal team to ensure that the client receives timely response when questions and issues arise. May act as liaison between commercial BDOs and operations or HCS and UMB HSA Service Center.
   

We’re excited to talk with you if:

• You have a bachelor’s degree or relevant experience
• You have two (2) or more years of healthcare, customer service, sales support, or relationship management experience
•  You possess the industry certifications (ECFC, HSAe,) or ability to obtain within 6 months

Compensation Range:

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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