Account Executive - SE Region
Hours Per Week40
Location1515 N Rivercenter Dr-WI501
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?
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.
***This is a REMOTE position, ideally looking for candidates located in the Southeast region.
- 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 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
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