Operations Specialist, Trust & Onboarding (Contract)

We're seeking detail-oriented Operations Specialists to join a fast-growing health technology company's operations team on a contract basis. In this role, you'll own a high-volume queue reviewing member documentation and transactions against established policy, verifying eligibility, and making accurate approve/deny decisions. This position is best suited to a candidate who follows established procedures precisely, maintains accuracy under high-volume conditions, and exercises sound judgment in identifying when a case warrants further review.

Responsibilities

• Review and process a high-volume queue of documentation or transactions.
• Approve, deny, or hold requests according to established guidelines and document clear internal notes for the audit trail.
• Verify documentation before approving a request or transaction.
• Communicate directly with members to request missing documentation, clarify eligibility questions, or deliver a denial professionally.
• Escalate complex, ambiguous, or higher-complexity cases to your team lead rather than resolving independently.
• Maintain clear, specific notes for any action that required follow-up, an exception, or a judgment call.
• Adapt to the pace and complexity of your assigned queue.

Required Qualifications

• Bachelor's degree
• Experience owning a high-volume, queue-based workflow with consistent accuracy, reviewing documentation, records, or transactions against a defined set of rules.
• Strong attention to detail, particularly reviewing financial or benefits documentation against eligibility criteria.
• Well-developed written communication skills for direct, professional member correspondence, including delivering a denial or documentation request.
• Ability to follow detailed procedures and guidelines closely while recognizing when a case needs to be escalated.
• Ability and willingness to work onsite in Austin, TX on a hybrid schedule.

Preferred Experience

• Experience in health insurance, benefits, HSA/FSA administration, medical billing or claims review, or fintech/payments operations.
• Familiarity with QME, HSA/FSA eligible-expense rules, healthcare claims/expense review, or Medicare/CMS-related administration (Parts A–D, Medigap, Advantage).
• Experience with receipt-to-transaction matching, dispute/chargeback review, or accounts payable/invoice matching.
• Experience in a generalist operations role spanning multiple functions, with demonstrated ability to shift between workflows as priorities change.
• Comfort working with an older or vulnerable population, with strong verbal communication and patience.
• Prior experience as a contractor ramping quickly into a fast-paced startup environment.