Account Manager-HSA/TPA

Posted 2 Days Ago
Be an Early Applicant
Green Bay, WI
Mid level
Fintech
The Role
The Account Manager provides customer service to internal and external clients, supporting consultants and business partners to ensure client retention and growth. Responsibilities include resolving client issues, managing service expectations, and documentation of communications. The role requires problem resolution and liaison work between departments, alongside supporting inbound queries and account management tasks.
Summary Generated by Built In

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

We invite you to view the opportunity below.
Provides customer service to internal and external clients. Supports Consultants and business partners with the goal of client retention and growing the book of business. Resolves client issues efficiently and accurately primarily through phone and electronic communication methods. Utilizes exceptional customer service skills and vendor relationships to coordinate responses to client service requests in methods that exceed their expectation. Responsible for managing the client service expectations by being accessible and responsive to the Customer and the Customer Team keeping them advised of deadlines and updates. Serving internal and external customers in a positive, professional manner, and following all corporate guidelines. Proficient in all products that Associated Benefits Connection offers.

This person will also:

  • Support inbound call center and managing shared mailbox for account holder questions. Resolves and answers any account holder problems or question by being an “inside” expert and an advocate with the business line. Deals with account holders on routine, sensitive or urgent topics and is able to provide answers and advice either immediately or within a reasonable period of time. Interprets a variety of regulations, policies, procedures and convey the information to account holders either directly or through written communication.
  • Provide problem resolution to support account holders and be a liaison between other departments in addressing shared concerns. Escalate account holder feedback to management when appropriated.
  • Organizes work flow to ensure quick, efficient processing of mail, work-in-process issues, remote deposit capture and account holder documentation a “no backlog’ status in line with department's SLAs.
  • Appropriately documents in client management system all communications with account holders.
  • Backs up other Account Managers position in the department, as appropriate.
  • Develops “expertise areas” as assigned – these may be in relation to specific products, claim processing, reporting, IDV/OFAC, Fraud other areas.

Review the qualifications listed below:


Education

  • High School Required
  • Bachelor's Degree or equivalent combination of education and experience Communications or business related Preferred


Experience

  • 1-3 years Customer Service . Required
  • 1-3 years Insurance, HSA or TPA Industry experience. Preferred

In addition to core traditional benefits, we take pride in offering benefits for every stage of life. 

  • Retirement savings including both 401(k) and Pension plans. 

  • Paid time off to volunteer in your community. 

  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups. 

  • Competitive salaries with professional development and advancement opportunities. 

  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investment and insurance benefits. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [email protected] if you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$16.69 - $28.61

The Company
HQ: Green Bay, WI
4,448 Employees
On-site Workplace

What We Do

Associated Banc-Corp (NYSE: ASB) has total assets of $34 billion and is Wisconsin’s largest bank holding company. Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from more than 220 banking locations serving more than 120 communities throughout Wisconsin, Illinois and Minnesota, and commercial financial services in Indiana, Michigan, Missouri, Ohio and Texas.

Similar Jobs

Spectrum Logo Spectrum

Account Executive, Spectrum Community Solutions

Information Technology • Internet of Things • Mobile • On-Demand • Software
Green Bay, WI, USA
100000 Employees

Spectrum Logo Spectrum

Business Account Executive

Information Technology • Internet of Things • Mobile • On-Demand • Software
Dodgeville, WI, USA
100000 Employees
100K Annually

Expert Institute Logo Expert Institute

Business Development Representative

Legal Tech • Professional Services • Software • Business Intelligence • Consulting
Hybrid
Milwaukee, WI, USA
185 Employees

Expert Institute Logo Expert Institute

Sales Development Representative

Legal Tech • Professional Services • Software • Business Intelligence • Consulting
Hybrid
Milwaukee, WI, USA
185 Employees

Similar Companies Hiring

EDGE Thumbnail
Software • Fintech • Financial Services • Analytics
Chicago, IL
20 Employees
Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account