Job Description

Requisition #

21-1222

Hours Per Week

40

Location

1515 N Rivercenter Dr-WI501

City

Milwaukee

State

Wisconsin

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?

 

JOB FUNCTION:

The Account Executive implements, maintains, and expands relationships with assigned strategic clients. Focused on customer satisfaction improvements, increased profitability, retention and account growth.


JOB RESPONSIBILITIES:

  • Facilitated 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
#LI-BY1
#ZR

 

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!

Apply Online