at Inspira Financial Trust, LLC in Oak Brook, Illinois, United States
Job Description
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.
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 arent 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!
HOW YOU WILL SOAR:
This is a new role for Inspira Financial and will be part of the Enterprise Business Solutions (EBS) organizations Investor & Member Services team. The IMS Reporting & Operations Team is being formed to address the growing needs of the business including developing a workforce strategy and formal reporting strategy to proactively predict, effectively plan and monitor performance of resources and operations:
- Developing strategy for workforce planning and operational performance supporting Inspiras Service Operations.
- Aligning and directing the management, development, and integration of various sources of data and business intelligence to support the growing needs of Inspira Financials client engagement platforms for calls, chat, emails, etc.
- Optimizing workforce planning across internal and external staff during peaks and valleys during the normal course of business which can range from 350 FTEs to more than 800 FTEs
- Developing management reporting to help assess and anticipate staffing needs that align with the companys goals
- Developing and reporting of leading / lagging key performance metrics to monitor performance and quality
- Developing and executing playbook for mergers & integration of traditional call center operations
- Responsible for achieving SLAs, internal and external benchmarking, and metrics
- Supporting the budgeting and forecasting process as well as planning for future growth
- Overseeing all aspects of employee and team management including performance review, compensation cycle, mentoring and coaching staff, etc
The IMS Reporting & Operations Team will support both the Health & Benefits and Retirement & Wealth Divisions. In addition, the team will be responsible for Workforce planning and related productivity tools, IVR platform and related technologies, KPI and management reporting.
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
- 15+ years of experience in a financial or healthcare services industry
- 15+ years of leadership experience in a large, matrixed organization
- 15+ years of similar reporting / management reporting experience
- Six Sigma experience a plus
- Bachelors Degree in Finance or Accounting
- Masters Degree a plus
- The ideal candidate must have 15+ years of experience in the financial services or healthcare industry that is specifically...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
