Job Description

Date Active

May 18, 2022 12:00:00 AM

Requisition #


Hours Per Week



1515 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 Associate Account Executive (AAE) assists and partners with a designated team of Senior and Strategic Account Executives 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.


  • Account Management of priority C clients of aligned Account Executive client portfolio
  • "Back end" management of priority A&B clients for aligned Account Executive client portfolio
  • Conduct virtual Strategic Planning Meetings for assigned C clients with oversight from Account Executive
  • Manages the submission and confirmed completion of Sales force cases for aligned Account Executive client portfolio
  • Achieve defined response score in AAE survey
  • Grow Accounts and Balances for assigned book of C clients with oversight from Account Executive
  • Proactively identify growth/cross sell opportunities of assigned book of C clients with oversight from Account Executive
  • 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%


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


  • 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

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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