Employer Account Manager-HSA/TPA

Associated Bank - Corp; Illinois; On-site; USD 50,000 - 86,000; Full time

Job summary

Associated Bank is seeking an account/relationship manager to support employer clients with benefit administration solutions and seamless service. You will manage onboarding, resolve issues, and act as a trusted resource across the client lifecycle.

The role emphasizes building strong underwriting and service relationships, coordinating integrations, and collaborating with internal teams to ensure compliance and data security.

Qualifications

• Bachelor's degree in Communications, Business, or equivalent required.
• 1+ years of account or relationship management experience.
• 3+ years of customer service experience.
• Life & Health Insurance License obtained within 3 months of hire.
• HSAe Certification obtained within 3 months of hire.
• CFC Certification obtained within 3 months of hire.

Responsibilities

• Build and maintain strong relationships with employer clients and partners.
• Manage onboarding and implementation for new employer groups.
• Resolve inquiries and service issues with timely guidance.
• Support employer communications via calls, mailboxes, and channels.
• Coordinate file integrations and account setup for clients.
• Explain relevant policies and program information to employers.
• Identify opportunities to improve operational efficiency and outcomes.
• Collaborate with internal teams to protect data and ensure compliance.

Skills

Account management

Customer service

Relationship management

Education

Bachelor's degree in Communications, Business, or equivalent

Life & Health Insurance License

HSAe Certification

CFC Certification through ECFC

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.

Role Summary

Join a team dedicated to supporting employers and business partners with benefit administration solutions and service excellence. In this role, you will manage employer relationships, coordinate onboarding and integration activities, resolve service issues, and serve as a trusted resource for employers throughout their lifecycle. This position offers the opportunity to work closely with clients, relationship management teams, and internal partners while helping deliver a seamless customer experience.

Key Accountabilities

• Build and maintain strong relationships with employer clients and business partners, serving as a trusted point of contact for service and support.
• Manage onboarding and implementation activities for new employer groups, including portal integration and account setup.
• Resolve employer inquiries and service issues by providing timely guidance, problem resolution, and ongoing support.
• Support employer communications through inbound calls, shared mailboxes, and other service channels.
• Coordinate file integrations, financial account setup, and ongoing servicing requests to ensure a smooth client experience.
• Interpret and communicate relevant policies, procedures, regulations, and program information to employer clients.
• Identify opportunities to improve operational efficiency and enhance employer service outcomes.
• Collaborate with internal teams to protect sensitive information, support compliance requirements, and deliver effective client solutions.

Education & Experience Required

• Bachelor's degree in Communications, Business, or an equivalent combination of education and experience.
• 1+ years of account or relationship management experience.
• 3+ years of customer service experience.
• Life & Health Insurance License obtained within 3 months of hire.
• HSAe Certification through ECFC obtained within 3 months of hire.
• CFC Certification through ECFC obtained within 3 months of hire.

Preferred

• 3+ years of experience in the insurance, health savings account, or third‑party administration industry.
• Experience supporting benefit administration programs and employer‑facing customer relationships.
• Familiarity with benefit onboarding, integration, and issue resolution processes.

Why You'll Love Working Here

You'll join a collaborative team focused on delivering exceptional service and building lasting client relationships. The role offers structured onboarding, job shadowing, and ongoing learning opportunities to help you succeed and grow. Your work will have a direct impact on employer satisfaction by helping clients navigate benefit administration and service needs with confidence.

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.

$49,910.00 - $85,560.00 per year

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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.