Manage client services by improving satisfaction and retention overseeing teams driving innovation and fostering partnerships. Responsible for staff training performance monitoring and operational planning.

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
Responsible for increasing client satisfaction retention and growth by efficiently delivering competitive services through a fully integrated organization staffed by knowledgeable client-focused professionals. Maintains oversight of functions within Client Services which provides focused service from pre-sale consultation through initial post-sale client administration. Support in fostering strong long-term partnerships with clients consulting community and channel partners. Executes strategic and operational plan in support of business client service objectives and initiatives. Manages a team of professional employees and/or supervisors.• Drive innovation and growth by focusing on automation and/or process improvements that can positively impact resource capacity.• Responsible for the quality and effectiveness of own team and related teams identifying and resolving technical operational and team problems.• Develops monitors and reviews performance reports and service performance trends for each account against the plan and recommends specific actions or remedies as necessary.• Develops trains evaluates and coaches staff to provide high service excellence while ensuring quality standards are met.• Assesses individual and team performance on a regular basis and provide candid and timely developmental feedback; monitors training plans and ensure training needs are met.• Establishes a clear vision aligned with company values; sets specific achievable objectives and action plans; motivates others to balance customer needs and business success.• Attracts selects and retains high caliber diverse talent able to successfully achieve or exceed business goals; builds a cohesive team that works well together.• Creates and maintains tools job aids and training materials to help employees in their efforts to resolve issues and improve their relationship with customers.• Other duties as assigned.
Typical schedule for this position is .
Preferred Qualifications
• 7-10 years of applicable experience• 3-5 years of leadership experience• Bachelor's Degree in Business or related field
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• Experience with Salesforce CRM preferred
Compensation & Benefits
$88000-$112000 per year