Account Manager - HSA/TPA

Associated Bank•Green Bay, WI

7d•$19 - $33•Onsite

About The Position

At Associated Bank, the Account Manager provides service and support to internal and external clients, helping retain and grow client relationships. The role serves as a resource for account holders, consultants, and business partners by resolving questions, coordinating solutions, and providing a positive customer experience through phone and electronic communications. It also supports operational processes and timely, accurate service across benefit-related products and accounts. This is a fully in-office position in Green Bay, Wisconsin. The role offers the opportunity to develop expertise across multiple benefit products as part of a collaborative team. Associated Bank requires candidates to represent themselves and their own experiences during the hiring process and conducts background checks on new hires.

Requirements

High school diploma.
1–3 years of customer service experience.
Strong communication, problem-solving, and customer service skills.
Ability to manage multiple priorities while providing accurate and responsive service.

Nice To Haves

Bachelor’s degree in Communications, Business, or an equivalent combination of education and experience.
1–3 years of experience in the insurance, Health Savings Account (HSA), or Third-Party Administrator (TPA) industry.
Experience in claims, insurance service centers, or banking environments.
HSA industry experience.
Flexibility, initiative, and a positive, customer-focused approach.

Responsibilities

Respond to inbound customer inquiries and manage shared mailbox communications, providing timely and accurate support for account-related questions.
Resolve account holder concerns by providing knowledgeable assistance and solutions for routine, sensitive, and urgent issues.
Interpret policies, procedures, and regulations and communicate information clearly in verbal and written correspondence.
Partner with internal teams to resolve customer issues and escalate concerns when appropriate.
Process operational workflows, including mail, account documentation, deposits, and work-in-process items, to meet service-level expectations.
Maintain accurate and thorough records of customer interactions in the client management system.
Provide backup coverage and collaborate with fellow Account Managers to support the team.
Develop subject matter expertise in assigned areas such as products, claims processing, reporting, fraud prevention, or compliance-related processes.
Comply with applicable company policies, laws, and regulations, including Bank Secrecy Act requirements.
Report suspicious activity, customer complaints, procedure violations, and ethical concerns through the prescribed channels.