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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing partner relationships and money movement processes while ensuring compliance with contractual obligations. Strong analytical and communication skills are essential for identifying trends and driving improvements in service delivery.
Highest-signal resume keywords
Partner Relationship ManagementMoney Movement ProcessesAnalytical CapabilitiesAdvanced Excel SkillsCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Money MovementEmployee BenefitsTPAInsurance ProductsData AnalysisReporting SkillsFile ProcessingEscalation ManagementProcess Improvement
Soft Skills
Problem-Solving SkillsAdaptabilityConfidentialityProfessional DemeanorFlexibility
Tools & Technologies
Microsoft OfficeSalesforcePartner Dashboard
Industry Keywords
HSANotional ProductsService TrendsOperational DataCustomer Service
About the role
Key responsibilities & impact- Manage daily issue resolution and provide administrative support for assigned partners and large employers with money movement or audit risk
- Own communication plans and escalation tracking for internal and external visibility
- Act as a partner subject matter expert and provide internal and external support
- Assist Partner Service Managers with critical needs and partner goals
- Manage, monitor, and identify service trends based on file, intake, and operational data
- Identify scalable processes across partner relationships
- Review internal knowledge base content for consistency, quality, and ease of use
- Gather support-team insights to identify trends and improvement opportunities
- Own critical high-risk partner tasks and serve as point of contact
- Manage partner-specific money movement processes in accordance with contractual obligations
- Monitor file processing and act as file expert for supported partnerships
- Own partner dashboard updates and reporting
- Perform customized monthly partner processes involving critical decision-making
- Escalate issues and drive recovery efforts
- Identify systemic issues and work with the Manager to rectify them
- Support internal and external enhancement projects
- Perform other duties assigned by the Manager
Requirements
What you’ll need- High school diploma, GED, or equivalent work experience — Required
- 3+ years experience servicing partners and large employers
- 2+ years experience minimum with employee benefits, TPA’s or insurance carriers, with preference to HSA/Notional products
- Ability to maintain confidentiality and professional demeanor while working with internal and external customers
- Analytical capabilities
- Advanced knowledge of PC applications including Microsoft Office
- Ability to complete multiple concurrent tasks while meeting rigorous deadlines
- Adaptability to prioritize workload and transition between different focuses
- Communication and problem-solving skills
- Ability to work with a diverse workforce and customer base
- Flexibility to adjust work hours to meet business needs, including occasional night and weekend hours
- Excellent verbal and written communication skills
- Legally authorized to work in the United States on a full-time basis without requiring employer sponsorship
- Familiarity with Salesforce and Advanced Excel and reporting skills preferred
Benefits
Comp & perks- Fair and competitive rewards package
- Benefits designed to support employees, their families, and well-being
- Inclusive and accessible application process
- Reasonable accommodations for candidates with disabilities