Account Manager - HSA/TPA
Listed on 2026-10-19
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Customer Service/HelpDesk
Banking & Finance
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.
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 elevate 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.
- Support operational processes and ensure timely, accurate service across a variety of benefit-related products and accounts.
- 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.
- 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.
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.
Benefits- 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…
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