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Account Manager – Hsa/Tpa

May 20, 2025May 20, 2025

Account Manager – Hsa/Tpa

CompanyAssociated Bank
LocationGreen Bay, WI, USA
Salary$21.78 – $37.33
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior, Mid Level

Requirements

  • High School Required
  • Bachelor’s Degree or equivalent combination of education and experience Communications or Business Preferred
  • 1-3 years Customer Service Required
  • 1-3 years Insurance, HSA or TPA Industry Preferred

Responsibilities

  • Support inbound call center and managing shared mailbox for account holder questions.
  • Resolve and answer any account holder problems or questions by being an ‘inside’ expert and an advocate with the business line.
  • Provide problem resolution to support account holders and be a liaison between other departments in addressing shared concerns.
  • Organize 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 document in client management system all communications with account holders.
  • Remain current on certification and licensing requirements including internal security and authentication controls.

Preferred Qualifications

  • 1-3 years Insurance, HSA or TPA Industry Preferred


TaggedAssociated BankBachelor'sCustomer SuccessFinance & Operations & StrategyJuniorMid LevelSales & Account Management

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