Associate Account Executive

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 Associate Account Executive 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 the team and clients by analyzing, initiating, developing, and recommending new opportunities for additional products, services, and process improvements.

JOB RESPONSIBILITIES:

• 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 client 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
• Travel - 5%

EDUCATION & EXPERIENCE

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