The Sr. Client Account Liaison manages member claims, invoicing, communication, and collaborates with departments to resolve issues while ensuring compliance with IRS guidelines.
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 will report to the Associate Director, Member Experience in the CDB Member Services Department. This role is responsible for reviewing member claims, determining allowable reimbursements-based off IRS guidance within 48 hours. Works with Finance on all financial aspects of the business. Review's client specific issues and opportunities, identifies solutions, and lead to resolution by collaborating with other operational areas or outside vendors.• Responsible for Small Group Client Invoicing and tracking of revenue and expenses• Primary point of contact for all client/member communication and member portal support including design• Responsible for creation of renewal documents and tracking for completion• Responsible for maintaining and updating system setup and configuration for clients• Responsible for the loading of all enrollment templates including quality review of data• Review and process claims submission to ensure eligible expense and member reimbursement is provided• Stay informed of IRS guidelines with respect to the Flexible Spending Account and Health Reimbursement Accounts• Audit member and/or employer accounts for any missing claims due to late enrollments via multiple platforms• Align with internal and external departments for any file transfer, loading, or missing claims data• Void and reissue payments weekly• Presents virtually and onsite• 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
• 1-3 years of experience• Bachelor's Degree in Business Management or related field• 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 • Ability to prioritize numerous tasks
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 will report to the Associate Director, Member Experience in the CDB Member Services Department. This role is responsible for reviewing member claims, determining allowable reimbursements-based off IRS guidance within 48 hours. Works with Finance on all financial aspects of the business. Review's client specific issues and opportunities, identifies solutions, and lead to resolution by collaborating with other operational areas or outside vendors.• Responsible for Small Group Client Invoicing and tracking of revenue and expenses• Primary point of contact for all client/member communication and member portal support including design• Responsible for creation of renewal documents and tracking for completion• Responsible for maintaining and updating system setup and configuration for clients• Responsible for the loading of all enrollment templates including quality review of data• Review and process claims submission to ensure eligible expense and member reimbursement is provided• Stay informed of IRS guidelines with respect to the Flexible Spending Account and Health Reimbursement Accounts• Audit member and/or employer accounts for any missing claims due to late enrollments via multiple platforms• Align with internal and external departments for any file transfer, loading, or missing claims data• Void and reissue payments weekly• Presents virtually and onsite• 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
• 1-3 years of experience• Bachelor's Degree in Business Management or related field• 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 • Ability to prioritize numerous tasks
Compensation & Benefits
$50,000-$60,000 per year
Top Skills
Excel
Microsoft Outlook
Microsoft Word
Inspira Financial Denver, Colorado, USA Office
Inspira Financial Accruit an Inspira Financial Solution Office
44 Cook St Suite 530, Denver, Colorado, United States, 80206
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