Full-Time

Account Manager-HSA/TPA

Posted on 11/15/2024

Associated Bank

Associated Bank

1,001-5,000 employees

Fintech
Financial Services

Junior, Mid

Green Bay, WI, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service
Requirements
  • High School Required
  • Bachelor's Degree or equivalent combination of education and experience Communications or business related Preferred
  • 1-3 years Customer Service . Required
  • 1-3 years Insurance, HSA or TPA Industry experience. Preferred
Responsibilities
  • Provides customer service to internal and external clients.
  • Supports Consultants and business partners with the goal of client retention and growing the book of business.
  • Resolves client issues efficiently and accurately primarily through phone and electronic communication methods.
  • Utilizes exceptional customer service skills and vendor relationships to coordinate responses to client service requests in methods that exceed their expectation.
  • Responsible for managing the client service expectations by being accessible and responsive to the Customer and the Customer Team keeping them advised of deadlines and updates.
  • Serving internal and external customers in a positive, professional manner, and following all corporate guidelines.
  • Proficient in all products that Associated Benefits Connection offers.
  • Support inbound call center and managing shared mailbox for account holder questions.
  • Resolves and answers any account holder problems or question by being an 'inside' expert and an advocate with the business line.
  • Deals with account holders on routine, sensitive or urgent topics and is able to provide answers and advice either immediately or within a reasonable period of time.
  • Interprets a variety of regulations, policies, procedures and convey the information to account holders either directly or through written communication.
  • Provide problem resolution to support account holders and be a liaison between other departments in addressing shared concerns.
  • Escalate account holder feedback to management when appropriated.
  • Organizes work flow to ensure quick, efficient processing of mail, work-in-process issues, remote deposit capture and account holder documentation a 'no backlog' status in line with department's SLAs.
  • Appropriately documents in client management system all communications with account holders.
  • Backs up other Account Managers position in the department, as appropriate.
  • Develops 'expertise areas' as assigned – these may be in relation to specific products, claim processing, reporting, IDV/OFAC, Fraud other areas.

Company Stage

IPO

Total Funding

N/A

Headquarters

Green Bay, Wisconsin

Founded

N/A

Growth & Insights
Headcount

6 month growth

3%

1 year growth

3%

2 year growth

3%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $1.21 million investment by Algert Global LLC indicates confidence in Associated Bank's growth potential.
  • Promotions within the company, such as Charity Olson to Director of Trust Services, suggest opportunities for career advancement and internal growth.
  • Associated Bank's participation in major investor events reflects its proactive engagement with the financial community and potential for strategic partnerships.

What critics are saying

  • The retirement of key personnel like Tammy C. Stadler could lead to transitional challenges and affect operational continuity.
  • The competitive banking landscape in the Midwest may pressure Associated Bank to continuously innovate to maintain its market position.

What makes Associated Bank unique

  • Associated Bank's launch of a new deposit vertical highlights its commitment to innovation and expanding its financial product offerings.
  • Recognition as one of the Best of Madison 2024 winners underscores its strong regional presence and customer satisfaction.
  • The bank's strategic focus on specialty deposit and payment solutions positions it uniquely in the market compared to traditional banking services.

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