Account Manager - HSA (Green Bay)

Company: Associated Bank
Location: Green Bay
Posted on: May 14, 2020

Job Description:

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, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.Job SummaryAssist the Health Benefits team by working independently and jointly with employers, relationship management, and other internal service teams to support the partner's service health and portal integration. Effective day to day WEX database management and integration into employer groups with a keen attention to detail and strong customer service orientation. Own day-to-day service resolutions for our employers and channel partners. Manage integration and onboarding for new employer groups to the Health Benefits portal. Respond to and manage problem resolution for assigned employer groups, employer inbound volume to call center, and inbound email to shared mailbox. Work in a team environment to be able to assist for employer groups, relationship management and for intermittent employer requests. Understand the employer life cycle by helping to execute and identify opportunities for buying decisions, employee education, material readiness requests, and support performance requirements at employer request, this should be done to sustain the system in the most cost effective manner with support of the system administrator and product manager. Compliance StatementFully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associateds anonymous Ethics Hotline.Job AccountabilitiesSupport inbound call center and managing shared mailbox for employer questions including onboarding support with integration into health benefits platforms and additional servicing needs.Provide problem resolution to support Business Relations and be a liaison between Business Relations and other departments in addressing concerns shared.Track and report on SLA and other service commitments for assigned partners and groups, provide information necessary and prepare full partner scorecard.Service and know our customers' business processes to work on partner and employer efficiency opportunities.Identify and support training program for assigned partners and groups.Create and review reports which illustrate aggregate data and trends for their respective assigned relationships.Other Duties/ResponsibilitiesAttends integration meetings on site, as neededAttends as needed, partner health on site meetings as assigned employers to specialist - appx 20-30 per rep dependent on health benefit strategy integration Supports team on coordination and execution for enhanced functionality for assigned channel partners. Education Bachelor's Degree or equivalent combination of education and experience Communication or Business Related Degree, RequiredExperience 1-3 years Account/relationship management or employee benefits consulting, RequiredSkillsCustomer Relations , IntermediateAbility to Multi Task and Prioritize , IntermediateInsurance Terminology , BeginnerGrammar/Spelling , AdvancedWritten Communication , IntermediateVerbal Communication , AdvancedLicenses and CertificationsLife & Health Insurance License within 3 months, RequiredGeneral Physical Condition Light physical effort; routine handling of heavy objects up to 20 pounds or prolonged standing, keyboard, or CRT work (at least 50% of time)

Keywords: Associated Bank, Green Bay , Account Manager - HSA (Green Bay), Executive , Green Bay, Wisconsin