- Guide clients through onboarding—ensuring each group starts on time and understands how ICHRA/HRA benefits work.
- Answer questions and resolve issues across phone, email, text, and chat related to benefit administration, HRA compliance, and billing within SLA.
- Problem-solve with urgency when setup or configuration issues arise.
- Document best practices and refine internal workflows related to ICHRA operations.
- Partner with Customer Success and Sales to ensure a seamless client experience from implementation to ongoing support.
Customer serviceHubSpotZendesk