Job Description

Requisition #


Hours Per Week



1515 N Rivercenter Dr-WI501





Job Description / Requirements

Works independently and jointly with Strategic Partners, Large Employers, Business Development, Relationship management, Partner Integrations and other internal service teams to support the Partner's service health and integration. Takes a support role on large group implementations, on-boarding, customizations and retention. Owns day to day service resolutions for our large group employers and channel partners with a high level of issue resolution.
* Services and knows our customers' business processes
* Works with service coordinators within assigned partners and groups or manages the sales force ticketing program for assigned partners/clients/employers
* Identifies and supports RM/AM in training program for assigned partners and groups
* Tracks and reports on SLA and other service commitments for assigned partners and groups, provides information necessary for RM/AM to prepare full partner scorecard
* Identifies and works with RM/AM on Partner efficiency opportunities
* Provides valuable feedback for the effective training of bank members on our channel partners and large groups to expand bank-wide knowledge
* Creates and reviews reports which illustrate aggregate data and trends for their respective assigned relationships
* Provides first level problem resolution to support Business Relations and is a liaison between Business Relations, Business Development and other departments in addressing concerns shared by the channel partner or large group
* Attends quarterly or as needed partner health onsite meetings
* Attends integration meetings onsite as needed
* Supports team on coordination and execution for enhanced functionality for assigned channel partners.
* Orchestrate and Lead a per Partner Experience/Touchpoint Monthly Audit in order to document the Partner's Health.
Bachelor degree in Communications or related Business degree preferred. Minimum of 3 years' experience in account/relationship management or in employee benefits consulting. Experience implementing technical solutions. Prior experience with onboarding and implementation of Health Savings Accounts, Health Reimbursement Accounts and Flexible Spending Accounts preferred. Thorough understanding of current consumer directed health account product offerings, as well as tools and services provided to new and existing accounts. Strong leadership and presentation skills required. Travel is required (minimum 10%).

Application Instructions

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