Account Manager - HSA/TPA

Associated Banc‑Corp; Green Bay (WI); Presencial; USD 22.000 - 37.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) plan

Pension plan

Paid time off

Diversity-focused Colleague Resource G

Competitive salaries and advancement

Descripción de la vacante

Associated Bank in Green Bay, WI is seeking an Account Manager to deliver exceptional service and support to internal and external clients while helping retain and grow client relationships. You will resolve questions, coordinate solutions, and provide a positive customer experience via phone and electronic communications.

The role requires 1–3 years of customer service experience, strong communication, and the ability to manage multiple priorities.

Formación

• Experience in customer service and strong communication skills are required.
• Ability to manage multiple priorities while delivering accurate, timely service.
• Preferred experience in insurance, HSA, or TPA environment is a plus.

Responsabilidades

• Respond to inbound customer inquiries and manage shared mailbox communications.
• Resolve account holder concerns by providing solutions on routine and urgent issues.
• Interpret policies and communicate information clearly in writing and verbally.
• Collaborate with internal teams to resolve customer issues and escalate when needed.
• Maintain documentation of customer interactions in the client management system.
• Provide backup coverage and support teammates as needed.
• Develop subject matter expertise in areas like products, claims, reporting, or compliance.
• Support operational processes and ensure timely service across benefit-related products.

Conocimientos

Customer service

Communication

Problem solving

Multitasking

Educación

High School diploma

Bachelor's degree (Communications, Business)

Descripción del empleo

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. As an Account Manager, you will provide exceptional service and support to internal and external clients while helping retain and grow client relationships. This role serves as a trusted resource for account holders, consultants, and business partners by resolving questions, coordinating solutions, and delivering a positive customer experience through phone and electronic communications.

Key Accountabilities

• Respond to inbound customer inquiries and manage shared mailbox communications, providing accurate and timely support for account-related questions.
• Resolve account holder concerns by serving as a knowledgeable resource and advocate, delivering solutions on routine, sensitive, and urgent issues.
• Interpret policies, procedures, and regulations and communicate information clearly through verbal and written correspondence.
• Partner with internal teams to resolve customer issues and elevate concerns appropriately when needed.
• Process and manage operational workflows, including mail, account documentation, deposits, and work-in-process items to meet service level expectations.
• Maintain accurate and thorough documentation of all customer interactions within the client management system.
• Support team success by providing backup coverage and collaborating with fellow Account Managers when needed.
• Develop subject matter expertise in assigned areas, including products, claims processing, reporting, fraud prevention, or compliance-related processes.
• Support operational processes and ensure timely, accurate service across a variety of benefit-related products and accounts.

Education & Experience

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

Preferred

• 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.
• Demonstrated flexibility, initiative, and a positive, customer-focused approach.

Why You’ll Love Working Here

Join a close-knit, collaborative team supported by tenured leadership and a strong commitment to customer service excellence. In this role, you'll have the opportunity to develop expertise across multiple benefit products while making a meaningful impact on the customer experience every day. This is a fully in-office position located in Green Bay, WI, where you'll work alongside experienced professionals dedicated to helping one another succeed.

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-focusedColleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
• Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.

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Artificial Intelligence Statement

To support our recruiting process, we may use artificial intelligence (\"AI\") or automated technologies to collect, organize, sort, and analyze information submitted by applicants. These tools may assist our Talent Acquisition professionals in identifying applicants who appear to satisfy the minimum qualifications for a position. AI is not used to make employment decisions on behalf of Associated Bank. No applicant will be selected or rejected solely based on the output of an AI tool. Hiring decisions are made by Associated Bank personnel who review applicant information and exercise independent judgment in accordance with applicable law and company policies.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures.

Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [e-mail] if you need an accommodation at any time during the process.

E-Verify Notice

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish.

Know Your Right to Work

English or Spanish.

Pay Transparency

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range. $19.45 - $33.35 per hour

Company Purpose

At Associated Bank, our purpose is to uplift our customers, community and colleagues to be financially stronger. We do this through our relentless focus on people, with a winning spirit, by listening before we act and with a commitment to achieve together.

What does it mean to be #RootedHere? For us, it means having a career that grows with you. We think you'll like the opportunities available at Associated Bank.