HCS Implementation Project Specialist

UMB’s Healthcare Services team delivers healthcare payment solutions including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, software companies, employers and financial institutions. UMB Healthcare Services is one of the top custodians in the country and is a growing team within UMB, with a focus on an expanding product set along with customized solutions tailored to our partners. This team is critical to UMB’s growth strategy and allows our customers to have a single relationship for their banking and HSA needs.

The HCS Implementation Project Specialist leads implementation activities for new employer groups utilizing enrollment solutions. This position serves as the primary point of contact for brokers, employers, and payroll providers throughout the onboarding process, ensuring a successful implementation. You will partner with Sales, Client Experience, and IT teams to coordinate deliverables, manage implementation timelines, and ensure all implementation requests are completed accurately and on schedule.

Working in the Healthcare Services division can be exciting, challenging, and rewarding. Our team is helpful, passionate, and well supported from all levels of UMB. We are a performance driven group who is focused on client solutions, growing within the industry, and remaining as a top choice in healthcare services. It is an environment where the associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team.

How you’ll spend your time:

• You will be responsible for coordinating and executing implementation activities related to new employer group onboarding.
• You will assist with ensuring tasks are completed in accordance with the implementation plan as well as assisting in coordinating meetings with individuals working on specific tasks if necessary to keep the implementation on track.
• Monitor the Implementation Support mailbox, triage incoming requests and issues, assign work to appropriate team members, and ensure timely follow-up and resolution.
• You will provide technical Sales Support which will include answering standard product questions.  You will need to translate the complex HSA product into simple terms for potential customers to ensure understanding.
• You will provide gap analysis for customer needs versus existing HSA functionality. You will communicate and work with IT to create estimates for new functionality.

We’re excited to talk with you if:

• Bachelor’s Degree in a relevant discipline or equivalent work experience
• 3 years’ experience in the fields of project management, health care processing or banking

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

US Employees in all other states not listed above:

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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