Job Details

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! 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.

Dont 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!

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. 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

This role is responsible for partnering with internal stakeholders to drive Ops Enablement initiatives to enable improvement outcomes such as customer experience improvement, process efficiency and effectiveness improvement, process design for technology upgrades, migrations etc. and execute accountholder communication requirements as planned. This position provides expertise in the preparation, analysis, design, assessment and implementation of process designs and improvements along with execution of accountholder communication deliverables. A key purpose of this role is to assess and evaluate current state processes and support implementation of more streamlined, automated, and standardized alternatives.

• Partner with internal stakeholders across the firm to conduct process studies, including process mapping, process documentation (eg. SOPs, manuals) metrics assessment and analytics, conducting process health assessments identifying business process improvement opportunities. Lead the analysis of key risk areas in current and proposed Operations processes
• Lead and/or design process improvements as part of process control activities and translate them into improvement initiatives and actions
• Assess and define change impact (people, process, and technology) related to proposed Operations changes
• Execute required Accountholder Communications tasks and initiatives as laid out by the Ops Enablement team
• Assist with change management efforts throughout the firm including:
  
  • Create a strategy to support adoption of the required changes
  • Assess change readiness and identifying key stakeholders
  • Support the design, development, and delivery of digital and print communication
  • Provide subject matter proficiency in specific functional area(s) to the Ops Enablement team and associated partners both internal and external
  • Gather a cross-functional perspective; initiate and lead information/ data gathering with appropriate level of collaboration
  • Leverage objective, data-driven tools and methods in related Ops Enablement initiatives
  • Implement Ops Enablement-PCR initiatives to improve process capabilities and control.
  • Participate in operational forums with stakeholders.
  • Prepare related reports around Ops Enablement initiatives
  • Use data analysis and metrics to assess process capabilities and determine process gaps for improvement
  • Conduct on-going analysis and monitoring of processes to ensure that desired outcomes are produced
  • Other duties as assigned
  
  

Typical schedule for this position is 8 a.m. CT to 5 p.m. CT. 10% to 15% travel.

Preferred Qualifications

Education & Experience

• 3-5 years of experience
• Bachelors Degree in Finance, Accounting, Economics, Data Sciences, Communication, or Mathematics or related field; or Associates degree with relevant experience; MBA or master's degree preferred
• Lean Six Sigma Yellow Belt certification (within 12 months of hire)
• Seeking Green Belt certification or trained in the Six Sigma methodology
• Familiarity with basic data analysis and quality tools

Skills & Abilities

• Knowledge and understanding of Operational processes and their interaction across processes, systems, and teams
• Proactive, analytical, and problem-solving approach, able to propose resolutions and/or remediation to inefficient processes
• Proven ability to self-prioritize, multi-task, and complete assignments within specified timelines
• Possess excellent collaboration and communication skills, with both internal and external teams
• Detail-oriented, organized, and dependable
• Implement critical thinking and problem-solving
• Familiarity with Microsoft Excel, Visio, Miro, LucidChart, Word, Outlook and web-based tools such as Salesforce Marketing Cloud
• Experience in system implementations/conversions preferred
• IRA/IRS rules and regulations knowledge and experience preferred
• Knowledge of process improvement methodologies (e.g., Six Sigma, Continuous Improvement, Agile) preferred

Other Requirements

• Infrequent travel occasionally lifts up to 25 pounds
• Prolonged periods of sitting at a desk and working on a computer

Pay Range

$78,000-$90,000 per year

Compensation & Benefits

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.

Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.