Benefits Account Executive

HSA Bank, a division of Webster Bank, N.A.•Milwaukee, WI

1d•$60,000 - $65,000•Remote

About The Position

Experienced client relationship professional responsible for managing employer accounts, delivering strategic guidance, and driving client retention, growth, and satisfaction within the employee benefits and Consumer Driven Healthcare (CDH) space. Partners with employer contacts, conduct strategy sessions, provide product training, identify client needs, and ensure effective utilization of benefit solutions. Proactively and reactively manages client relationships by addressing service concerns, resolving escalations, mitigating retention risks, and strengthening client loyalty. Collaborates across teams to improve processes, enhance the client experience, identify cross-sell opportunities, and support revenue growth. Success in this role requires strong communication skills, attention to detail, problem-solving abilities, adaptability, and a commitment to delivering exceptional service while maintaining the highest level of confidentiality. Comfortable working in a highly collaborative virtual environment with mandatory camera participation for meetings, presentations, and client engagements. Mandatory travel required based on business needs.

Requirements

High School Diploma or GED
3-4 years of experience in Consumer Driven Healthcare (CDH)
3-4 years of experience in Employee Benefits
3-4 years of experience in Employer benefits account experience
Strong communication skills
Attention to detail
Problem-solving abilities
Adaptability
Commitment to delivering exceptional service
Maintain the highest level of confidentiality

Nice To Haves

Bilingual skills are a plus

Responsibilities

Lead strategy discussions with employer clients
Deliver product training and adoption support
Identify growth, upsell, and cross-sell opportunities
Gather client feedback and resolve service issues
Maintain confidentiality of client and company information
Drive process improvements and escalate issues when needed
Track client engagement activities and measure outcomes
Proactively and reactively manage client retention by addressing client concerns, resolving service issues, identifying potential risks, and implementing solutions