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Account Manager - HSA/TPA

$19.45 - $33.35 per hour

Associated Trust Company, NA

Role Summary Join Associated Bank as a Customer Service Account Manager. You will deliver exceptional support to account holders and business partners, resolve inquiries, coordinate solutions across teams, and ensure a seamless customer experience through phone and digital communication channels. This role offers opportunities to grow expertise in financial and benefits-related products while building a career in client service operations. Key Accountabilities 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. Maintain accurate documentation of all customer interactions within client management systems. Organize daily workflows to ensure timely processing of documentation and adherence to service level agreements. Support team operations by backing up other Account Managers as needed. Develop specialized knowledge in assigned product or operational areas, including claims, fraud, or reporting. Maintain compliance with certification, licensing, security, and authentication requirements. Education & Experience High School diploma or equivalent. 1+ years of customer service experience. Strong communication, organization, and problem‑solving skills. Ability to manage multiple priorities in a fast‑paced environment. Preferred: Bachelor’s degree in Communications, Business, or a related field. Preferred: 1+ years of experience in insurance, HSA, or TPA industries. Preferred: Experience supporting clients through phone and electronic communication channels. Preferred: Knowledge of financial products, account servicing, or claims support processes. Benefits Competitive salaries with professional development and advancement opportunities. 401(k), pension plans, and an employee stock purchase plan. Paid time off, parental leave, and well‑being programs. Personal banking, loan, investment, and insurance benefits. Opportunities for volunteering and community engagement. Access to diversity‑focused Colleague Resource Groups. Compliance Statement 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. Fully complies with all applicable enterprise policies and procedures and acts in compliance with all applicable laws and regulations, including the Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence, all customer complaints to management or HR, and ethical concerns to the anonymous Ethics Hotline. We provide additional assistance throughout the application, interview, and hiring process. Contact View email address on click.appcast.io if you need an accommodation at any time during the process. Associated Banc‑Corp participates in the E‑Verify Program. Compensation $19.45 – $33.35 per hour (pay range may vary based on location, skills, experience, education, and qualifications). #J-18808-Ljbffr

Vacancy posted 10 hours ago
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