Employer Account Manager – HSA/TPA

Job not on LinkedIn

🔥 17 minutes ago

🌽 Illinois, Nebraska, +2 more states – Remote

🌽 Illinois – Remote 🌾 Nebraska – Remote ❄️ Minnesota – Remote 🧀 Wisconsin – Remote

💵 $49.9k - $85.6k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

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Associated Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1874

🛡️ Insurance

🏦 Banking

💸 Finance

Insurance • Banking • Finance

Associated Bank is a Midwestern bank offering a wide array of banking services, including personal, business, and commercial banking. It provides features like digital banking, retirement plans, brokerage accounts, and wealth management services. The bank emphasizes community involvement and sustainability, investing significantly in initiatives such as affordable housing and economic development. Known for its Midwest-based customer care, Associated Bank operates hundreds of branches in Illinois, Minnesota, and Wisconsin, and provides various online and mobile banking solutions.

📋 Description

• Build and maintain relationships with employer clients and business partners • Serve as a trusted point of contact for service and support • Manage onboarding and implementation activities for new employer groups • Coordinate portal integration and account setup • Resolve employer inquiries and service issues • Support employer communications through inbound calls, shared mailboxes, and other service channels • Coordinate file integrations, financial account setup, and ongoing servicing requests • Interpret and communicate policies, procedures, regulations, and program information to employer clients • Identify opportunities to improve operational efficiency and employer service outcomes • Collaborate with internal teams to protect sensitive information, support compliance requirements, and deliver client solutions

🎯 Requirements

• Bachelor’s degree in Communications, Business, or an equivalent combination of education and experience • 1+ years of account or relationship management experience • 3+ years of customer service experience • Life & Health Insurance License obtained within 3 months of hire • HSAe Certification through ECFC obtained within 3 months of hire • CFC Certification through ECFC obtained within 3 months of hire • Preferred: 3+ years of experience in the insurance, health savings account, or third-party administration industry • Experience supporting benefit administration programs and employer-facing customer relationships • Familiarity with benefit onboarding, integration, and issue resolution processes • Must complete a thorough background check • Must comply with applicable laws, regulations, enterprise policies and procedures, including the Bank Secrecy Act • Must report suspicious activity, customer complaints, procedure violations, and ethical concerns as required

🏖️ Benefits

• Structured onboarding, job shadowing, and ongoing learning opportunities • Retirement savings including both 401(k) and Pension plans • Paid time off to volunteer in your community • Diversity-focused Colleague Resource Groups • Professional development and advancement opportunities • Well-being programs and incentives • Parental leave • Employee stock purchase plan • Military benefits • Personal banking, loan, investment and insurance benefits