Account Manager - HSA/TPA
Not Disclosed•Full-TimeOn-site
location_onTown of Green Bay, Brown County, Wisconsin, United States
At Associated Bank, we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. We serve more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri, considering our colleagues critical to our continued success. Our team continually votes us a best place to work in the Midwest.
As a Customer Service Account Manager, you will deliver exceptional support to account holders and business partners while helping strengthen long-term client relationships. You will resolve inquiries, coordinate solutions across teams, and ensure a seamless customer experience through phone and digital communication channels. This is a great opportunity to grow your expertise in financial and benefits-related products while building a career in client service operations.
You will be part of a collaborative team that values professionalism, responsiveness, and continuous learning. We invest in employee growth through development opportunities, cross-functional exposure, and meaningful client impact. If you thrive in an environment where your growth and development are encouraged and supported, 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. The bank conducts a thorough background check on all new hires. We welcome and encourage applications from all qualified parties, including people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
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.
Associated Bank provides additional assistance throughout the application, interview, and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Please note the position training hours are 8:30am - 5:00pm. After training, the position hours are 10:00am - 7:00pm.
Work location
Work model: On-site
Town of Green Bay, Brown County, Wisconsin, United States
Town of Green Bay, Wisconsin
Key Responsibilities
- check_circleManage inbound calls and shared mailbox inquiries to resolve account holder questions accurately and efficiently
- check_circleDeliver responsive, professional support for routine, sensitive, and urgent customer issues
- check_circlePartner with internal departments to resolve concerns and improve the client experience
- check_circleMaintain accurate documentation of all customer interactions within client management systems
- check_circleOrganize daily workflows to ensure timely processing of documentation and adherence to service level agreements
- check_circleSupport team operations by backing up other Account Managers as needed
- check_circleDevelop specialized knowledge in assigned product or operational areas, including claims, fraud, or reporting
- check_circleMaintain compliance with certification, licensing, security, and authentication requirements
- check_circleReport suspicious activity to Financial Intelligence and report customer complaints as prescribed
- check_circleReport ethical concerns as needed to Associated Bank's anonymous Ethics Hotline
Requirements
- verifiedHigh School diploma or equivalent
- verified1+ years of customer service experience
- verifiedBachelor's degree in Communications, Business, or related field (preferred)
- verified1+ years of experience in insurance, HSA, or TPA industries (preferred)
- verifiedKnowledge of financial products, account servicing, or claims support processes (preferred)
- verifiedAbility to manage multiple priorities in a fast-paced environment
- verifiedStrong communication, organization, and problem-solving skills
- verifiedCompliance with certification, licensing, security, and authentication requirements
- verifiedE-Verify Program participation
Nice to Have
Bachelor's degree in Communications, Business, or related field. 1+ years of experience in insurance, HSA, or TPA industries. Experience supporting clients through phone and electronic communication channels. Knowledge of financial products, account servicing, or claims support processes.
Benefits & Perks
check_circleRetirement savings including both 401(k) and Pension planscheck_circlePaid time off to volunteer in your communitycheck_circleBonus benefits including well-being programs and incentivescheck_circleParental leavecheck_circleEmployee stock purchase plancheck_circleMilitary benefitscheck_circlePersonal banking, loan, investment and insurance benefits
Similar Job Opportunities
Skills, education and keywords
Skills: Customer Service, Insurance, Hsa, Tpa, Financial Products, Account Servicing, Claims Support, Bank Secrecy Act.
Education: High School diploma or equivalent required; Bachelor's degree in Communications, Business, or related field preferred.
Frequently asked questions about Account Manager - HSA/TPA at Associated Bank
What does a Account Manager - HSA/TPA at Associated Bank do?expand_more
In this Account Manager - HSA/TPA at Associated Bank role, you will manage inbound calls and shared mailbox inquiries to resolve account holder questions accurately and efficiently; deliver responsive, professional support for routine, sensitive, and urgent customer issues; partner with internal departments to resolve concerns and improve the client experience; and maintain accurate documentation of all customer interactions within client management systems.
What are the requirements for this Account Manager - HSA/TPA role?expand_more
Associated Bank is looking for candidates who meet the following requirements: High School diploma or equivalent; 1+ years of customer service experience; Bachelor's degree in Communications, Business, or related field (preferred); 1+ years of experience in insurance, HSA, or TPA industries (preferred); Knowledge of financial products, account servicing, or claims support processes (preferred); and Ability to manage multiple priorities in a fast-paced environment.
Where is the Account Manager - HSA/TPA role at Associated Bank located?expand_more
Account Manager - HSA/TPA at Associated Bank is based in Town of Green Bay, Brown County, Wisconsin, United States. This is a on-site role.
Is this Account Manager - HSA/TPA job remote, hybrid, or on-site?expand_more
Associated Bank has listed this Account Manager - HSA/TPA role as on-site.
How much experience is required for this Account Manager - HSA/TPA role?expand_more
Account Manager - HSA/TPA at Associated Bank typically requires 1+ years of relevant experience at the entry level level.
What skills do you need for the Account Manager - HSA/TPA role at Associated Bank?expand_more
Key skills for Account Manager - HSA/TPA at Associated Bank include Customer Service; Insurance; Hsa; Tpa; Financial Products; Account Servicing; Claims Support; and Bank Secrecy Act.
What education is required for Account Manager - HSA/TPA at Associated Bank?expand_more
Educational requirements for this role: High School diploma or equivalent required; and Bachelor's degree in Communications, Business, or related field preferred.
What category does the Account Manager - HSA/TPA role belong to?expand_more
Account Manager - HSA/TPA at Associated Bank is part of the customer services job category on Recrutus.
About Associated Bank
Associated Bank operates within the Financial Services industry, functioning as the largest bank holding company based in Wisconsin. Headquartered in Green Bay, the organization manages total assets of $42 billion. As a prominent banking franchise in the Midwest, it provides a comprehensive suite of financial products and services to customers across more than 100 communities in Wisconsin, Illinois, and Minnesota. The institution maintains a physical presence through over 200 banking locations in these three states. Additionally, the company extends its reach via loan production offices situated in Indiana, Michigan, Missouri, New York, Ohio, and Texas. Associated Bank, N.A. operates as an Equal Housing Lender and Equal Opportunity Lender, with deposits insured by the Federal Deposit Insurance Corporation.
Browse more roles: All Associated Bank jobs, customer services jobs on Recrutus.