Account Manager - HSA/TPA

Associated Bank • Green Bay, WI

1d • $19 - $33 • Onsite

About The Position

Join Associated Bank as a Customer Service Account Manager, where you’ll deliver exceptional support to account holders and business partners while helping strengthen long-term client relationships. In this role, you’ll resolve inquiries, coordinate solutions across teams, and ensure a seamless customer experience through phone and digital communication channels. This is a great opportunity to grow your expertise in financial and benefits-related products while building a career in client service operations. Please note the position training hours are 8:30am - 5:00pm. After training the position hours are 10:00am - 7:00pm.

Requirements

• High School diploma or equivalent
• 1+ years of customer service experience
• Strong communication, organization, and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment

Nice To Haves

• Bachelor’s degree in Communications, Business, or related field
• 1+ years of experience in insurance, HSA, or TPA industries
• Experience supporting clients through phone and electronic communication channels
• Knowledge of financial products, account servicing, or claims support processes

Responsibilities

• Manage inbound calls and shared mailbox inquiries to resolve account holder questions accurately and efficiently.
• Deliver responsive, professional support for routine, sensitive, and urgent customer issues.
• Partner with internal departments to resolve concerns and improve the client experience.
• Maintain accurate documentation of all customer interactions within client management systems.
• Organize daily workflows to ensure timely processing of documentation and adherence to service level agreements.
• Support team operations by backing up other Account Managers as needed.
• Develop specialized knowledge in assigned product or operational areas, including claims, fraud, or reporting.
• Maintain compliance with certification, licensing, security, and authentication requirements.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED