Benefits Account Executive

HSA Bank; Milwaukee (WI); Remote; USD 60,000 - 65,000; Full time

Benefits offered by this job

Equal opportunity employer

Job summary

HSA Bank, a division of Santander Bank N.A., is seeking an experienced client relationship professional to manage employer accounts within the CDH and Employee Benefits space. You will drive retention, growth, and client satisfaction while collaborating across teams and maintaining strict confidentiality.

The role requires strong communication, attention to detail, problem-solving, and adaptability in a fast-paced, virtual environment with mandatory camera participation for meetings and travel

Qualifications

• High School Diploma or GED required.
• 3–4 years of experience in Consumer Driven Healthcare (CDH) and Employee Benefits.
• Employer benefits account experience preferred.
• 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 elevate issues when needed.
• Track client engagement activities and measure outcomes.
• Proactively manage client retention by addressing concerns and implementing solutions.
• Collaborate in a highly collaborative virtual environment with mandatory camera participation.

Skills

Client relationships

Communication

Problem solving

Adaptability

Attention to detail

Confidentiality

Bilingual

Education

High School Diploma or GED

Job description

At HSA Bank, a division of Santander Bank N.A., 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.

Are you ready to join us?

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.

Key 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 elevate 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

• 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

Core Competencies

• Builds strong relationships across all levels of client organizations

• Communicates effectively and professionally

• Is adaptable in a fast-changing environment

• Takes ownership and solves problems proactively

• Is results-oriented and growth-focused

• Has strong attention to detail and follow-through

• Can manage sensitive and confidential information

Required Experience

• High School Diploma or GED
• 3-4 years of experience in:
  • Consumer Driven Healthcare (CDH)
  • Employee Benefits
• Employer benefits account experience preferred
• Bilingual skills are a plus

The estimated salary range for this position is $60,000USD to $65,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

HSA Bank, a division of Santander Bank, N.A.Santander Holdings USA, Inc. and its subsidiaries (“Santander”) are equal opportunity employers 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.