Account Manager - HSA/TPA

associatedbank; Green Bay (WI); On-site; USD 42,000 - 62,000; Full time

Job summary

Associated Bank is seeking an Account Manager in Green Bay, WI to deliver exceptional service and grow client relationships. You will be a trusted resource for account holders, consultants, and business partners by resolving questions and coordinating solutions through phone and electronic communications.

This is an in-office role supporting a range of benefit-related products and accounts. Key responsibilities include responding to inbound inquiries, resolving concerns, interpreting policies,

Qualifications

• High School diploma required.
• 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, 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 escalations.
• 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.

Skills

Customer service

Communication

Problem solving

Education

High School diploma

Bachelor's degree in Communications

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 escal
• 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-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and 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 on Facebook , LinkedIn and X .

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