Specialist, Account Executive

6 days ago

Madison, United States HSA Bank Full time
At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.

Are you ready to join us?

JOB FUNCTION:

The Associate Relationship Manager (ARM) assists and partners with a designated team of Senior and Strategic Relationship Managers to facilitate the completion of the back-end tasks and client requests in a timely fashion. Works as a strategic partner and advisor to clients and the overall team by analyzing, initiating, developing, and recommending new opportunities for additional products, services, and process improvements.

JOB RESPONSIBILITIES:
  • Account Management of priority C clients of aligned Relationship Manager client portfolio
  • "Back end" management of priority A&B clients for aligned Relationship Manager client portfolio
  • Conduct virtual Strategic Planning Meetings for assigned C clients with oversight from Relationship Manager
  • Manages the submission and confirmed completion of Sales force cases for aligned Relationship Manager client portfolio
  • Achieve defined response score in ARM survey
  • Grow Accounts and Balances for assigned book of C clients with oversight from the Relationship Manager
  • Proactively identify growth/cross sell opportunities of assigned book of C clients with oversight from Relationship Manager
  • Provide or coordinate product training as required to clients to ensure effective utilization of services
  • Build trusted relationships with client executives through relationship building activities
  • Pro-actively maintains ongoing communication. Effectively sources and identifies client needs, gains feedback on our service levels.
  • Follows through with meeting identified needs and/or escalates to management level
  • Handles confidential and non-routine information
  • Maintains confidentiality of all corporate, client, and research matters
  • Presents HSA information in a group setting
  • Identifies process improvement opportunities, initiates corrective action, and communicates gap for strategic accounts to management
  • Assists the overall team with product knowledge, processes, tasks and training leading to overall client satisfaction, retention and growth
  • Tracks activity in Salesforce
  • Perform other duties as assigned by management
  • Travel - 5%
EDUCATION & EXPERIENCE
  • High School / GED required.
  • BS preferred
  • 2+ years of related experience of Employee Benefits, CDHP
  • 2+ years of relationship management/account management/executive experience
JOB SKILLS / KNOWLEDGE:
  • Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change.
  • Keen ability to interact with clients at all levels of their organization.
  • Excellent interpersonal skills needed.
  • Energetic, results-oriented professional.
  • Must be ""take charge"" type that can effectively problem solve.
  • Possesses the ability to maintain the strictest confidentiality of company and customer information.
  • Attention to detail and demonstrates high organizational skills
  • Consistent and accurate
The estimated salary range for this position is $45,000 USD to $60,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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