Account Manager - HSA/TPA

Associated Bank - Corp; Green Bay (WI); On-site; USD 26,000 - 45,000; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off

Employee stock purchase plan

Parental leave

Well-being programs

Job summary

Associated Bank is seeking an Account Manager to deliver exceptional service and support to clients, resolving inquiries and maintaining strong relationships. The role requires coordinating solutions across teams, handling account-related questions, and ensuring accurate, timely responses by phone and email in a fully in-office setting in Green Bay, WI.

Ideal candidates have 1–3 years of customer service experience, strong communication skills, and the ability to manage multiple priorities while

Qualifications

• 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.

Responsibilities

• Respond to inbound customer inquiries and manage shared mailbox communications.
• Resolve account holder concerns by delivering solutions for routine, sensitive, and urgent issues.
• Interpret policies and communicate information clearly in verbal and written form.
• Partner with internal teams to resolve customer issues and elevate concerns when needed.
• Process and manage operational workflows to meet service level expectations.
• Maintain accurate documentation of all customer interactions in the client management system.
• Provide backup coverage and collaborate with fellow Account Managers.
• Develop subject matter expertise in assigned areas (products, claims, reporting, fraud prevention, or compliance).

Skills

Customer service

Communication

Problem solving

Multi-tasking

Education

Bachelor's degree in Communications, Business

High School diploma

Job description

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. You will also support operational processes and ensure timely, accurate service across a variety of benefit-related products and accounts.

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.

Education & Experience

Required

• 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.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

• 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.Join our community onFacebook,LinkedInandX.

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 [e-mail] you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

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