Full-Time

HSA Bulk Transfers Coordinator

Posted on 11/4/2024

Alegeus

Alegeus

501-1,000 employees

Consumer Software
Fintech
Healthcare

Junior, Mid

Remote in USA

Remote work is available.

Category
Project Management
Business & Strategy
Requirements
  • 2+ years relevant work experience or education is preferred
  • Experience leading and speaking on behalf of teams and/or business initiatives is preferred
  • Experience with project management methodologies such as Six Sigma, Lean, pmbok is a plus
  • Experience influencing or coordinating engagement campaigns is a plus
Responsibilities
  • Own individual project(s) specific to Healthcare Savings Account (HSA) bulk transfer of funds, ensuring all related information and milestones are accurately documented, and providing timely progress updates to internal and external stakeholders. Responsible for completing the following tasks under standard turnaround times:
  • Successful completion of key project milestones while building trusted relationships with employer groups and previous custodians
  • HSA Assets posted, reconciled and available by the agreed upon deadline
  • Confirmation of 100% success rate of transferred funds
  • Identify recurring problems, operational waste, and/or automation opportunities and share with team leader
  • Manage assigned departmental internal ticketing queue to ensure successful resolution within SLA targets
  • Boost engagement in individual & bulk HSA asset transfers as required
  • Lead or support client- or department-specific projects and workstreams as required

Company Stage

Acquired

Total Funding

N/A

Headquarters

Waltham, Massachusetts

Founded

2012

Growth & Insights
Headcount

6 month growth

37%

1 year growth

37%

2 year growth

37%
Simplify Jobs

Simplify's Take

What believers are saying

  • Alegeus raised $100 million in Series D funding for strategic expansion and innovation.
  • The extended partnership with The Difference Card boosts Alegeus' market share in health insurance.
  • WealthCare HSA High-Yield feature attracts more account holders with higher interest rates.

What critics are saying

  • Emerging fintech companies could erode Alegeus's market share with innovative solutions.
  • Rapid technological advancements may outpace Alegeus's current capabilities, risking obsolescence.
  • Economic uncertainties and inflation may reduce consumer spending on healthcare services.

What makes Alegeus unique

  • Alegeus leads in healthcare payment solutions with innovative features like WealthCare HSA High-Yield.
  • The company has a strong partnership model, exemplified by its work with The Difference Card.
  • Alegeus offers unique account-based solutions, enhancing cost-saving benefits for employers and employees.

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