Account Manager - HSA/TPA

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.

As an Account Manager, you will provide exceptional service and support to internal and external clients while helping retain and grow client relationships. This role serves as a trusted resource for account holders, consultants, and business partners by resolving questions, coordinating solutions, and delivering a positive customer experience through phone and electronic communications. You will also support operational processes and ensure timely, accurate service across a variety of benefit-related products and accounts.

Key Accountabilities

Respond to inbound customer inquiries and manage shared mailbox communications, providing accurate and timely support for account-related questions.

Resolve account holder concerns by serving as a knowledgeable resource and advocate, delivering solutions on routine, sensitive, and urgent issues.

Interpret policies, procedures, and regulations and communicate information clearly through verbal and written correspondence.

Partner with internal teams to resolve customer issues and escalate concerns appropriately when needed.

Process and manage operational workflows, including mail, account documentation, deposits, and work-in-process items to meet service level expectations.

Maintain accurate and thorough documentation of all customer interactions within the client management system.

Support team success by providing backup coverage and collaborating with fellow Account Managers when needed.

Develop subject matter expertise in assigned areas, including products, claims processing, reporting, fraud prevention, or compliance-related processes.

Education & Experience

Required

High School diploma.

1-3 years of customer service experience.

Strong communication, problem-solving, and customer service skills.

Ability to manage multiple priorities while delivering accurate and responsive service.

Preferred

Bachelor's degree in Communications, Business, or an equivalent combination of education and experience.

1-3 years of experience in the insurance, Health Savings Account (HSA), or Third-Party Administrator (TPA) industry.

Experience in claims, insurance service centers, or banking environments.

HSA industry experience.

Demonstrated flexibility, initiative, and a positive, customer-focused approach.

Why You’ll Love Working Here

Join a close-knit, collaborative team supported by tenured leadership and a strong commitment to customer service excellence. In this role, you'll have the opportunity to develop expertise across multiple benefit products while making a meaningful impact on the customer experience every day. This is a fully in-office position located in Green Bay, WI, where you'll work alongside experienced professionals dedicated to helping one another succeed.