Account Manager-Hsa/Tpa

Guided by our relentless focus on people and desire to actively listen, we strive to create an inclusive culture and uphold equitable practices for our colleagues and community members. We seek to hire people who share our winning spirit and recognize diverse backgrounds, perspectives, and representation as strengths critical to success. If you thrive in an environment where your growth and development are supported and achieving together is valued, then Associated Bank may be the right place for you.   

Due to work requirements, candidates must be located within 30 miles of Green Bay, WI. 

Provide customer service to internal and external clients. Support Consultants and business partners with the goal of client retention and growing the book of business. Resolve client issues efficiently and accurately through phone and electronic communication methods. Utilize exceptional customer service skills and vendor relationships to coordinate responses to client service requests in methods that exceed their expectation. Manage client service expectations by being accessible and responsive to the Customer and the Customer Team, keeping them advised of deadlines and updates. Proficient in all products that Associated Benefits Connection offers.

We invite you to view the opportunity below. 

 As an Account Manager - HSA/TPA, you will: 

• Support inbound call center and manage shared mailbox for account holder questions. Resolve and answers any account holder problems or questions by being an "inside" expert and an advocate with the business line. Deal with account holders on routine, sensitive or urgent topics. Interprets a variety of regulations, policies, procedures and convey the information to account holders 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 workflows 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 document in client management system all communications with account holders.
• Develop "expertise areas" as assigned - these may be in relation to specific products, claim processing, reporting, IDV/OFAC, Fraud, or other areas.
• Remain current on certification and licensing requirements including internal security and authentication controls.

 Education 

• High School Diploma. Required.
• Bachelor's Degree or equivalent combination of education and experience Communications or Business. Preferred.

Experience 

• 1-3 years Customer Service. Required.
• 1-3 years Insurance, HSA or TPA Industry. Preferred.

Licenses 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. Required.

In 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-focusedColleague Resource Groups. 
• Competitive salaries with professional development and advancement opportunities. 
  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. 
• Personal banking, loan, investmentand 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 onFacebook,LinkedInandTwitter. 

 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: Careers@AssociatedBank.com. 

 Compliance Statement 
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.