Employer Account Manager-HSA/TPA

Associated Bank - Corp; Milwaukee (WI); Sur place; USD 50 000 - 86 000; Plein temps

Avantages offerts par ce poste

401(k) & Pension

Volunteer PTO

Resource Groups

Competitive Salary

Well-being Programs

Employee Stock Purchase

Military Benefits

Personal Banking Benefits

Résumé du poste

Associated Bank in Milwaukee seeks a role focused on supporting employers with benefit administration solutions. You will manage employer relationships, coordinate onboarding and integration activities, resolve service issues, and serve as a trusted resource throughout the client lifecycle.

You will work with relationship management teams and internal partners to deliver a seamless client experience while ensuring compliance and protecting sensitive information across processes.

Qualifications

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

Responsabilités

• Build and maintain strong relationships with employer clients and partners.
• Manage onboarding and implementation for new employer groups.
• Resolve employer inquiries and service issues with timely guidance.
• Support employer communications via inbound calls and email.
• Coordinate file integrations and account setup for clients.
• Interpret and communicate policies, procedures, regulations, and program information.
• Identify opportunities to improve operational efficiency and service outcomes.
• Collaborate with internal teams to protect sensitive information and ensure compliance.

Connaissances

Relationship management

Customer service

Communication

Problem solving

Formation

Bachelor's degree in Communications, Business, or equivalent

Life & Health Insurance License

HSAe Certification (ECFC)

CFC Certification (ECFC)

Description du poste

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

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.

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 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.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

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