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! While some roles are based at one of our office locations, 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. Don't 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! Check out this Inspira Financial video to learn more about our company! 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. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. 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 The Transaction Services Team Lead will report to the Transaction Services Manager in the R&W Operations Department. This role is responsible for overseeing, supporting and monitoring team members as they perform varied duties related to purchasing alternative asset investments. Alternative assets include, but are not limited to limited partnerships, private stock, promissory notes, mortgages, real estate and precious metals. The Team Lead will assist the Manager in assigning out work, reviewing and approving transactions and paperwork, resolving complex problems and escalated issues, and monitoring SLAs. This role will also support and monitor team members in the performance of their responsibilities, and cover daily activities as needed. The incumbent will work closely with investment sponsors, clients and various internal departments, as needed. The ideal candidate will be a problem solver, resourceful and a great communicator with strong attention to detail, numeric and reconciliation proficiency, and the capacity to multitask. Duties & Responsibilities: • Assist team members with daily responsibilities, complex and escalated issues, research, and other work product • Review and approve transactions, correspondence and other work generated by the team • Effectively analyze, problem-solve and make decisions • Process overflow work and cover team for PTO • Assist with monitoring and maintaining transaction and other activity metrics for department planning and periodic reporting to management • Support the team to meet established service levels • Actively share ideas and assist with the design and implementation of procedures and ongoing process improvements to maximize efficiency, accuracy and control, optimize resources and drive automation • Develop and update training materials • Create and maintain written operating procedures related to assigned functions • Perform system tests and help to maintain test plans to ensure that new system releases are properly reviewed • Act proactively to ensure smooth team operations and create an inspiring team environment • Lead by example and engage the team to achieve goals • Effectively communicate with Manager regarding departmental activities and issues • Respond to inquiries from and maintain effective relationships with internal departments, investment sponsors and clients to maximize service • Assist with workforce management, delegate tasks and monitor deadlines • Other duties as assigned Preferred Qualifications Education & Experience: Minimum required: • 5+ years of experience in an investment or financial environment • Bachelor's Degree in Accounting, Finance, Mathematics, Business, or relevant experience in related field • CISP preferred Skills & Abilities: • Demonstrated leadership abilities and strong interpersonal skills • Ability to be detail-oriented, organized and dependable • Possess a strong aptitude for numbers and reconciliations • Proactive and analytical, able to problem-solve and propose solutions • Working knowledge of Trust Accounting System, IRAs, IRS rules and regulations, and alternative assets preferred • Operate efficiently, with a high degree of accuracy and follow-through • Proven ability to both prioritize and manage multiple tasks to completion • Ability to work effectively and accurately under pressure • Possess excellent verbal and written communication skills • Operate with a high sense of responsibility and conscientiousness in delivering results • Demonstrated ability to be a team player • Optimistic with a consistently positive and flexible attitude • Ability to maintain the highest quality of service • Demonstrated strong computer aptitude and proficiency with Microsoft Excel, Word and Outlook Other Requirements: • Typical schedule is Monday-Friday, 8 am to 5 pm CT; ability to work overtime or evening/weekend hours may be required during peak periods • Employees within a 90-minute radius of our Oak Brook, IL headquarters, are required to adhere to Company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm CT (1 of the 4 days must be a Monday or Friday) • Occasional/Frequent travel (up to 5%) o Ability to provide personal transportation for training or meetings may be required • Prolonged periods of sitting and operating standard office equipment Compensation & Benefits $25.00/hr-$30.00/hr

This position is responsible for receiving and responding to inbound customer inquiries, performing outreach to providers and members, providing program support for contract members, and providing technical and administrative support for various contracts, including support of internal applications and tools. What you'll do: - Ensure the highest level of customer satisfaction by partnering with team members and program support to meet contract specific service level agreements and successfully performing responsibilities as defined by the assigned contract(s). - Customer support may include answering general inquiries, troubleshooting issues, scheduling/rescheduling assessments, and other administrative responsibilities as assigned. - May refer more complex calls to appropriate team members. - Demonstratesprofessionalism through written and verbal communication with both internal and external customers, using multiple communication methods. - Provide general office support. May perform data entry into database within specified timeframes. - Prepare and distributes applicable correspondence from multiple sources to external participants following standard operating procedures and quality standards, to meet contract requirements. - Listen to concerns, analyzes information, recommends solutions, and confirms customer satisfaction. - Work as an engaged team member to provide feedback, suggest improvement and work with leadership to achieve company and employee-owner goals. - Perform miscellaneous duties as assigned by Supervisor. Required Skills and Experience - Customer service or healthcare environment experience - Experience working in a leadership or mentoring role; demonstrated experience working with deadlines and confidential information - Excellent verbal and written communication skills and advanced PC skills - Proficiency in all Microsoft Office products, especially Outlook and calendar management - Ability to triage issues and handle multiple tasks Preferred Skills and Experience - Healthcare or insurance experience - Medical Terminology or experience with coding (ICD/CPT) - Bilingual skills a plus Who We Are: Telligen is one of the most respected population health management organizations in the country. We work with state and federal government programs, as well as employers and health plans offering clinical, analytical, and technical expertise. Over our 50-year history, health care has evolved - and so have we. What hasn't changed is our deep commitment to those we serve. Our success is built on our ability to adapt, respond to client needs and deliver innovative, mission-driven solutions. Our business is our people and we’re seeking talented individuals who share our passion and are ready to take ownership, make an impact and help shape the future of health. Are you Ready? We’re on a mission to transform lives and economies by improving health. Ownership: As a 100% employee-owned company, our employee-owners drive our business and share in our success. Community: We show up - for our clients, our communities and each other. Being a responsible corporate partner is part of who we are. Ingenuity: We value bold ideas and calculated risks. Innovation thrives when we challenge the status quo and listen to diverse perspectives. Integrity: We foster a respectful, inclusive, and collaborative environment built on trust and excellence. Thank you for your interest in Telligen! Follow us on Twitter, Facebook, and LinkedIn to learn more about our mission-driven culture and stay up to speed. While we use artificial intelligence tools to enhance our initial screening process, all applications are thoroughly reviewed by our human recruitment team to ensure a fair and comprehensive evaluation of each candidate. Telligen and our affiliates are Equal Opportunity Employers and E-Verify Participants. Telligen will not provide sponsorship for this position. If you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time. We will not accept 3rd party solicitations from outside staffing firms. Telligen is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, protected veteran status, disability or any other protected class. Telligen is committed to ensuring that our employment process is open to all individuals, and provides reasonable accommodations to individuals who need assistance during any part of the employment process due to a disability, medical condition, or physical or mental impairment. Reasonable accommodations are considered on a case-by-base basis. If you need assistance to navigate Telligen’s careers website or to apply for a position, please send an email to careers@telligen.com

We are seeking a detail-oriented and highly organized Booking & Client Support Specialist to join our growing remote team. In this role, you will be responsible for managing reservations, coordinating schedules, and ensuring clients receive accurate, timely, and professional support throughout the booking process. This position is ideal for someone who enjoys working behind the scenes to keep everything running smoothly, thrives in a structured environment, and takes pride in delivering exceptional client care through strong communication and follow-through. What Youll Do: - Process reservations, confirmations, and schedule updates with precision - Communicate with clients to gather required details and provide clear updates - Review bookings and documentation for accuracy and completeness - Monitor timelines and proactively follow up on outstanding items - Maintain organized digital records within established systems - Collaborate with team members to ensure a seamless client experience - Provide dependable support before, during, and after the booking process What Were Looking For: - Strong written and verbal communication skills - Excellent organization and attention to detail - Ability to manage multiple tasks and meet deadlines - Comfortable navigating online platforms and digital systems - Self-motivated and able to work independently in a remote setting - Customer service, scheduling, or administrative experience preferred (not required) - Citizens of either the US, UK, LATAM, Spain and Australia Why This Role Stands Out: - 100% remote flexibility - Structured training and ongoing support - Clear systems and processes to help you succeed - Opportunity for professional growth within a collaborative team environment

We are seeking applicants with exceptional customer service skills, those with the eagerness to learn, and willingness to work as a team in order to better service the different Union members we work with. As a Benefits Administrator you will be in charge of making appointments and following up with the Union members who have requested information on the benefits provided to them. In the past year we have restructured the daily work day and now have the option to work in office or remotely. Requirements: - Must have great attention to detail. - Must be a team player. - Previous customer service and sales experience is a plus. - Must have strong communication skills. - Must be personable and comfortable interacting with customers daily. - Desire to participate in professional development and take on new responsibilities - Self-motivated and comfortable working both independently and as part of a team - Customer service or customer relationship experience Benefits: - Health insurance reimbursement for all staff (upon qualification) - Life insurance at no cost - Agents have an established career path with collectively bargained progressions and vesting of renewal commissions (retirement plan) - UNION BENEFITS – Our staff also belong to a union which includes benefits - Free college classes for all members - Student Debt Reduction Program - Scholarship access for members and their children - Union provides life insurance (in addition to our company) for all members - Roadside assistance for all members - Identity Theft Protection for all members