Sr Anlst, Account Executive

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Milwaukee, WI
70K Annually
1-3 Years Experience
Healthtech • Financial Services
The Role

At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.

Are you ready to join us?

JOB FUNCTION:

The Account Executive implements, maintains, and expands relationships with assigned strategic clients. Focused on customer satisfaction improvements, increased profitability, retention and account growth. This position will focus on clients who are primarily in the Western region.

JOB RESPONSIBILITIES:

  • Facilitated strategy sessions with clients
  • Provide or coordinate product training as required to clients to ensure effective utilization of services
  • Build trusted relationships with client executives through relationship building activities
  • Proactively identify growth opportunities and increased profitability on assigned strategic accounts
  • Create and execute specific business plan for growth on assigned clients
  • Identify and cross sell product offering based on current offering
  • Pro-actively maintains ongoing communication. Effectively sources and identifies client needs, gains feedback on our service levels.
  • Follows through with meeting identified needs and/or escalates to management level.
  • Handles confidential and non-routine information.
  • Maintains confidentiality of all corporate, client, and research matters.
  • Presents HSA information in a group setting
  • Identifies process improvement opportunities, initiates corrective action, and communicates gap for strategic accounts to management
  • Monitors to ensure proper coding and commissions are paid on assigned relationships

EDUCATION & EXPERIENCE

  • High School / GED required.
  • BS preferred
  • 2+ years of related experience of Employee Benefits, CDHP
  • 2+ years of relationship management/account executive experience

JOB SKILLS / KNOWLEDGE:

  • Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change.
  • Keen ability to interact with clients at all levels of their organization.
  • Excellent interpersonal skills needed.
  • Energetic, results-oriented professional.
  • Must be ""take charge"" type that can effectively problem solve.
  • Possesses the ability to maintain the strictest confidentiality of company and customer information.
  • Attention to Detail
  • Consistent and accurate
  • Travel Required
  • Bilingual Preferred (not required)

The estimated salary range for this position is $65,000USD to $75, 000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

#LI-BY1

#LI-REMOTE

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

The Company
HQ: Sheboygan, WI
577 Employees
On-site Workplace
Year Founded: 1997

What We Do

Since 1997, HSA Bank has been leading the way to a healthy financial future for our clients and members. HSA Bank uses technology and innovation to simplify the health account experience while offering reliable and responsive support to our business partners and members. This commitment to leadership has propelled us to become one of the nation's largest providers of Health Savings Accounts (HSAs) with $7 billion in assets under administration. We also offer Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs) and Commuter Benefits (Mass Transit & Parking).

Headquartered in Wisconsin, HSA Bank is a division of Webster Bank, N.A., member FDIC. Webster Financial Corporation (NYSE: WBS) is the holding company for Webster Bank, N.A.

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