Posted: Dec 20, 2025
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Under the direct supervision of the Partner Service Manager, the Partner Relations Specialist is responsible for managing daily issue resolution and providing administrative support for specific assigned Partners/Large Employers with money movement or audit risk. • Takes ownership for providing communication plans and escalation tracking for proper internal and external visibility. • Acts as a Partner Subject Matter expert for assigned partners being internal and external support. • Assists Partner Service Managers with critical needs and support to meet partner goals. • Assists with managing, monitoring and identifying service trends based on file, intake, operational data. • Identifies scalable processes that will work across all of our partner relationships to meet or improve goals. • Regularly reviews internal knowledge base content for consistency, quality, and ease-of-use for assigned partners. • Gathers insights from our support teams to identify trends and opportunities for improvement. • Owns the success and serves as point of contact for critical high risk partner tasks. • Owns Partner custom money movement processes with extreme detail to contractual obligations. • Proactively monitors file processing. • Acts as file expert for each Partnership we support. • Responsible for daily ownership of Partner dashboard updates and necessary reporting to partners. • Responsible for performing customized monthly processes per Partner which include critical decision-making responsibilities to assist in partner framework being successful. • Escalates issues when appropriate and drives recovery efforts. • Identifies systemic issues as they occur and works with Senior/Manager to rectify. • Resolves partner support through case management in a timely and professional manner. • Supports Partner specific project work in reference to internal/external enhancements to improve our Partner experience. Qualifications • 4 years of experience minimum servicing partners and large employers. • 2 years of experience minimum with employee benefits, TPA’s or insurance carriers with HSA/Notional products. • Strong interpersonal skills. • Proven customer service experience. • Adaptability to prioritize workload and frequently transition between different focuses aligned with role. • Utilize communication and problem-solving skills to effectively perform assigned assignments. • Working knowledge of computer and processing skills (email, internet, intranet, etc.). • Proficient in Microsoft Office Suite with proven ability in lookups and macros. • Excellent verbal and written communication skills. • Possesses the ability to maintain the strictest confidentiality of company and customer information. • Ability to effectively multi-task. • Excellent organizational skills with attention to detail. • Ability to work with a diverse workforce and customer base. • Demonstrates flexibility and adaptability. • Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change. • Strong commitment to achieving personal growth and success. Requirements • The estimated salary range for this position is $50,000USD to $55,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. • This position is eligible for incentive compensation. Company Description We partner with our clients to help them achieve meaningful health and wealth outcomes through and beyond lifecycle with personalized, data-rich digital experiences. We help over 3 million individuals and 30,000 employers of all-sized companies, nationwide, maximize their employee benefits. And we work with approximately 6,500 agents, brokers and consultants who serve employers. We continue to challenge the status quo and harness innovation to create value for our customers and clients. We constantly develop new products and services to ensure we meet and exceed evolving health and wealth needs. Apply tot his job
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