Sr Associate, Client Onboarding/Implementation

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

1d•Remote

About The Position

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. As a Senior Associate on the HSA Bank Implementation team, you will manage a high volume of employer onboarding projects focused primarily on Health Savings Account (HSA) products as well as some spending account products, including Flexible Spending Accounts (FSAs), Commuter Benefits, Health Reimbursement Arrangements and Dependent Care. You will manage new client implementations as well as renewals, while ensuring accurate setup and client satisfaction. In addition, you will guide clients in selecting appropriate enrollment and contribution methods, provide training on these processes, and offer support during the initial data loading phase. This remote-only role requires strong organizational, communication and consultative skills to ensure accurate setup and high client satisfaction. Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law. We partner with our clients to help them achieve meaningful health and wealth outcomes through and beyond lifecycle with personalized, data-rich digital experiences. We help over 3 million individuals and 30,000 employers of all-sized companies, nationwide, maximize their employee benefits. And we work with approximately 6,500 agents, brokers and consultants who serve employers. We continue to challenge the status quo and harness innovation to create value for our customers and clients. We constantly develop new products and services to ensure we meet and exceed evolving health and wealth needs.

Requirements

Strong organizational skills and ability to manage multiple projects simultaneously.
Excellent written and verbal communication skills, with a customer-first mindset.
Proficiency in Microsoft Office Suite
Ability to work independently and collaboratively in a fast-paced environment.
Remote work only; no travel required.
H.S. Diploma or General Education Degree (GED) required

Nice To Haves

Experience with CRM or implementation tracking tools a plus.
Bachelor’s Degree in Arts/Sciences (BA/BS) Business, Healthcare Administration, or related field preferred
0-2 years Experience in healthcare operations, benefits administration, or client onboarding preferred

Responsibilities

Manage end-to-end onboarding for employer HSA and spending account products, including plan setup, configuration validation, and client training.
Consult with clients to determine appropriate enrollment and contribution methods based on their organizational needs
Deliver virtual training sessions and onboarding materials to employer contacts.
Provide support and troubleshooting during the initial data loading of enrollments and contributions.
Maintain accurate documentation and project tracking across multiple concurrent implementations.
Collaborate with internal teams to resolve setup issues and ensure timely and accurate execution.
Manage annual renewals for spending account clients.
Provide proactive communication and status updates to employer clients and internal stakeholders.
Ensure quality and consistency in client interactions through adherence to implementation protocols