Employer Account Manager – HSA/TPA

Associated Bank

. Build and maintain relationships with employer clients and business partners .

Posted 10/6/2026full-timeRemote • United StatesMid-LevelSenior💰 $49,910 - $85,560 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management and customer service, with a strong focus on relationship building and operational efficiency in the insurance and benefit administration sectors. Proficient in onboarding processes, compliance requirements, and effective communication with employer clients.

Highest-signal resume keywords

Account ManagementCustomer ServiceLife & Health Insurance LicenseHSAe CertificationCFC Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Onboarding ProcessesIntegration CoordinationIssue ResolutionOperational EfficiencyPolicy Interpretation

Soft Skills

Relationship BuildingCommunicationProblem Solving

Tools & Technologies

Service ChannelsShared Mailboxes

Certifications & Qualifications

Life & Health Insurance LicenseHSAe CertificationCFC Certification

Industry Keywords

InsuranceHealth Savings AccountThird-Party AdministrationBenefit AdministrationCompliance Requirements

About the role

Key responsibilities & impact

Build and maintain relationships with employer clients and business partners
Serve as a trusted point of contact for service and support
Manage onboarding and implementation activities for new employer groups
Coordinate portal integration and account setup
Resolve employer inquiries and service issues
Support employer communications through inbound calls, shared mailboxes, and other service channels
Coordinate file integrations, financial account setup, and ongoing servicing requests
Interpret and communicate policies, procedures, regulations, and program information to employer clients
Identify opportunities to improve operational efficiency and employer service outcomes
Collaborate with internal teams to protect sensitive information, support compliance requirements, and deliver client solutions

Requirements

What you’ll need

Bachelor’s degree in Communications, Business, or an equivalent combination of education and experience
1+ years of account or relationship management experience
3+ years of customer service experience
Life & Health Insurance License obtained within 3 months of hire
HSAe Certification through ECFC obtained within 3 months of hire
CFC Certification through ECFC obtained within 3 months of hire
Preferred: 3+ years of experience in the insurance, health savings account, or third-party administration industry
Experience supporting benefit administration programs and employer-facing customer relationships
Familiarity with benefit onboarding, integration, and issue resolution processes
Must complete a thorough background check
Must comply with applicable laws, regulations, enterprise policies and procedures, including the Bank Secrecy Act
Must report suspicious activity, customer complaints, procedure violations, and ethical concerns as required

Benefits

Comp & perks

Structured onboarding, job shadowing, and ongoing learning opportunities
Retirement savings including both 401(k) and Pension plans
Paid time off to volunteer in your community
Diversity-focused Colleague Resource Groups
Professional development and advancement opportunities
Well-being programs and incentives
Parental leave
Employee stock purchase plan
Military benefits
Personal banking, loan, investment and insurance benefits