Job Description

Requisition #

21-1082

Hours Per Week

40

Location

1515 N Rivercenter Dr-WI501

City

Milwaukee

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:

Senior Account Executive implements, maintains, and expands relationships with assigned strategic clients. Focused on customer satisfaction improvements, increased profitability, retention and account growth.

***This a REMOTE position, ideally looking for the candidate to be in located mainly in the IL area. 

RESPONSIBILITIES:

  • Facilitated strategy sessions with client's senior executives
  • 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 information in a group setting
  • Identifies process improvement opportunities, initiates corrective action, and communicates gap for strategic accounts to management
  • Monitors to ensure proper coding and commissions are paid on assigned relationships
  • Mentor for junior Account Executive staff

EDUCATION:

  • High School / GED required.
  • BS preferred

EXPERIENCE:

  • 5+ years of related experience of Employee Benefits, CDHP
  • 5+ years of relationship management/account executive experience
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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!

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