Member Support Associate, Lively
$22 - $28 USD P/hr
More information about location
Health savings account provider
Job no longer available
Health savings account provider
101-200 employees
Job no longer available
$22 - $28 USD P/hr
More information about location
101-200 employees
Company mission
To help people optimize their healthcare spending, maximize their savings, and better their livelihood.
Role
Who you are
- Adaptable — Our busy Open Enrollment and tax season (each year from November through April) challenges us to be flexible and adaptable in order to continue to provide excellent support despite high customer volume
- Detail-oriented — You have exceptional attention to detail and can work on various tasks or use diverse systems simultaneously
- Communicator — You bring strong written, verbal, and listening skills, enabling you to understand complex issues, communicate their solutions and deliver an amazing customer experience
- Passionate — We need team members who bring their enthusiasm and empathy to each interaction in order to make a meaningful difference in our customers' lives. You are more than just committed to helping our customers find the answers they need, you want to go above and beyond
- Cool as a Cucumber — You also know how to stay cool, calm, and collected, even when situations get heated
- Team-player — You have a good sense of humor and a down-to-earth personality. We work hard, have fun, and treat people with respect here
- Bachelor’s degree from an accredited college or university is preferred, but not required
- If you are proficient in both English and Spanish that is a big plus!
- It’s okay if you don’t have rockstar knowledge about healthcare or finance, we can teach you everything you need to know, but you’ll definitely get bonus points if you do!
What the job involves
- In this role, you’ll be on the front lines speaking with new or returning customers, answering their questions or concerns so they can get back to living their healthiest life.
- There’s rarely a one-size-fits-all solution, so you’ll have to break out your creativity, and curiosity, while leveraging your innate empathy, to leave each customer feeling positive and satisfied after every interaction
- Able to work an 8 hour shift from 10:30-7pm MT, Monday - Friday
- Wired (not wi-fi) access to a DSL/Cable internet connection with sufficient speed and stability to minimize connectivity issues
- Customer Service — Help Lively end-users via phone, email, and chat during business hours
- Timely & Accurate Support — Leave each customer happy with accurate and timely information
- Problem Solving — Simplify and solve complex tasks related to all Lively products
- Reporting & Data — Generate bug reports for reproducible product issues, and create and resolve task incidents in Jira for data reconciliation needs
Our take
Lively is a platform offering modern Health Savings Accounts (HSAs). As high-deductible health plans are regularly replacing traditional deductible plans in many employee benefit schemes, Lively is capitalizing by offering their consumer-first, paperwork-light accounts to employers and individuals.
The startup will use its sizeable investment funding and revenue to build more consumer tools, scale its team and further expand its offerings to financial institutions and employers, exemplified by a 2021 deal to provide accounts via BMO Harris.
While the platform’s product-first approach has seen it successfully achieve $500m AUM faster than any other HSA provider, it is ultimately a savings account provider. That means market turbulence could hurt the company’s bottom line. Despite this, its continual addition of diverse sets of customers and diversity of products should ensure Lively’s growth.
Freddie
Company Specialist at Welcome to the Jungle
Insights
53% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Oct 2021
$80m
SERIES C
Oct 2019
$27m
SERIES B
Total funding: $122.2m
Company benefits
- Health
- Dental
- Vision
- Employer HSA contributions
- FSA
- 401(k) plan
- Life insurance (employer paid)
- Commuter benefits
- Equity
- Unlimited vacation policy
- Paid parental leave
Company HQ
Nob Hill, San Francisco, CA
Leadership
Shobin Utalil
(COO & Co-Founder)Held senior positions at Retroficiency which was acquired by Ecova. Before that, was co-founder of kWhOURS, a field apps company for building engineers.
Alex Cyriac
(CEO & Co-Founder)Alex was Head of Operations at Justworks. Also worked in a number of other senior positions at technology companies, WorldPay, GlobalCollect and Fujitsu.
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