Job Description

Requisition #


Hours Per Week



605 N 8th St. STE 320-WI101





Job Description / Requirements

HSA Bank is a trusted leader in consumer-directed healthcare (CDH), focusing on Health Savings Accounts (HSAs) for over two decades and serving as both the bank and administrator. Discover how we can support your benefits strategy with our comprehensive account-based health benefit solutions that include HSAs, Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), and Commuter Benefits. With a reputation for outstanding service and thought leadership in the CDH space, we offer one platform and one portal for all of our members. HSA Bank inspires 2.7 million members and more than 35,000 employer groups to own "your" health by making it easy to access, understand, and afford healthcare. As of September 30, 2018, HSA Bank has $7.2 billion in total footings comprising $5.6 billion in deposit balances and $1.6 billion in assets under administration through linked investment accounts. HSA Bank is a division of Webster Bank, N.A., Member FDIC.

To provide world-class customer service to our Employers, Brokers, Insurance Carriers, and channel partners. In concert with our implementation team, you will onboard small to midsize employer groups, which could include any or more of the following steps: completing the set up and configuration of the employer group, completing and communicating the implementation timelines, educating your employer groups on product and experience and delivering on quality execution and employer satisfaction. 1. On board small employer groups with HSA products. 2. Complete the set up for assigned employer groups. 3. Manage implementation timelines and communications for assigned groups 4. Process business partner/group setup maintenance in a responsible, timely and accurate manner. 5. Perform business partner outreach through the appropriate channels to resolve issues. 6. Communicate, carry out and reinforce changes in operational policies and procedures. 7. Prioritize and perform multiple tasks at the same time. 8. Take ownership of escalated issues and report systems or policy issues to appropriate parties. 9. Act as an advocate for the customer by submitting feedback through appropriate channels. 10. Assist Partner Services Team with other duties during peak where needed. III. EDUCATION, EXPERIENCE & SKILLS Education * High school diploma required. * Continuing education in business or finance desired. Experience * 2 years' data entry and analysis experience, preferably in a financial or healthcare setting * 1 - 2 years' experience in customer service, preferably with experience in CDH products (HSA, FSA). * Proficient with Microsoft Office Suite Job Skills/Knowledge * Excellent organizational skills with an attention to detail and a high degree of accuracy. * Excellent interpersonal skills. * "No task is too small" attitude, with a passion for service excellence and an eagerness to learn. * Desire to work in a fast paced environment. * Demonstrate flexibility and adaptability. Handles day to day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change. * Possesses the ability to maintain the strictest confidentiality of company and customer information. * Must be willing to work flexible hours, which may include additional hours during peak season (October - January). * Able to travel between HSA Bank Office Locations (Milwaukee and Sheboygan) #LI-KR1

Application Instructions

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