Account Manager-HSA/TPA

Company: Disability Solutions
Location: Green Bay
Posted on: September 1, 2024

Job Description:

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.Provides customer service to internal and external clients. Supports Consultants and business partners with the goal of client retention and growing the book of business. Resolves client issues efficiently and accurately primarily through phone and electronic communication methods. Utilizes exceptional customer service skills and vendor relationships to coordinate responses to client service requests in methods that exceed their expectation. Responsible for managing the client service expectations by being accessible and responsive to the Customer and the Customer Team keeping them advised of deadlines and updates. Serving internal and external customers in a positive, professional manner, and following all corporate guidelines. Proficient in all products that Associated Benefits Connection offers.Job Accountabilities--- Support inbound call center and managing shared mailbox for account holder questions. Resolves and answers any account holder problems or question by being an "inside" expert and an advocate with the business line. Deals with account holders on routine, sensitive or urgent topics and is able to provide answers and advice either immediately or within a reasonable period of time. Interprets a variety of regulations, policies, procedures and convey the information to account holders either directly or through written communication.--- Provide problem resolution to support account holders and be a liaison between other departments in addressing shared concerns. Escalate account holder feedback to management when appropriated.--- Organizes 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 documents in client management system all communications with account holders.--- Backs up other Account Managers position in the department, as appropriate.--- Develops "expertise areas" as assigned - these may be in relation to specific products, claim processing, reporting, IDV/OFAC, Fraud other areas--- Remain current on certification and licensing requirements including internal security and authentication controls.Education--- High School Required--- Bachelor's Degree or equivalent combination of education and experience Communications or business related PreferredExperience--- 1-3 years Customer Service Required--- 1-3 years Insurance, HSA or TPA Industry experience PreferredLicenses and Certifications--- Life & Health Insurance License within 3 months Required--- Other HSAe Certified with ECFC or equivalent AB certification program within 3 months Required--- Other CFC Certification through ECFC within 3 months RequiredIn addition to core traditional benefits, we take pride in offering benefits for every stage of life.

• 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 Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated 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.Fully 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 Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview process.Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant.

Keywords: Disability Solutions, Green Bay , Account Manager-HSA/TPA, Executive , Green Bay, Wisconsin