Job Description

Date Active

Sep 16, 2021 10:40:28 AM

Requisition #

21-1391

Hours Per Week

40

Location

WI Region-WIHOM

City

Open

State

Wisconsin

Job Description/ Requirements

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 Account Executive implements, maintains, and expands relationships with assigned strategic clients. Focused on customer satisfaction improvements, increased profitability, retention and account growth.  This position will focus on clients who are primarily in the Southeast region.

 

JOB RESPONSIBILITIES:

  • Facilitate strategy sessions with clients
  • 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
  • Proactively identify growth opportunities and increased profitability on assigned strategic accounts
  • Create and execute specific business plan for growth on assigned clients
  • Identify and cross-sell product offering based on current offering
  • 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/FSA/Commuter/COBRA information in a group setting
  • Identifies process improvement opportunities, initiates corrective action, and communicates gap for strategic accounts to management

EDUCATION & EXPERIENCE:

  • High School / GED required.
  • BS preferred
  • 2+ years of related experience of Employee Benefits, CDHP
  • 2+ years of relationship management/account 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
  • Consistent and accurate

 

#LI-MM2

#LI-Remote

#ZR

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

Apply Online