Account Manager - HSA/TPA

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Role Summary

Join Associated Bank as a Customer Service Account Manager, where you’ll deliver exceptional support to account holders and business partners while helping strengthen long-term client relationships. In this role, you’ll resolve inquiries, coordinate solutions across teams, and ensure a seamless customer experience through phone and digital communication channels. This is a great opportunity to grow your expertise in financial and benefits-related products while building a career in client service operations.

Please note the position training hours are 8:30am - 5:00pm. After training the position hours are 10:00am - 7:00pm.

Key Accountabilities

• Manage inbound calls and shared mailbox inquiries to resolve account holder questions accurately and efficiently.
• Deliver responsive, professional support for routine, sensitive, and urgent customer issues.
• Partner with internal departments to resolve concerns and improve the client experience.
• Maintain accurate documentation of all customer interactions within client management systems.
• Organize daily workflows to ensure timely processing of documentation and adherence to service level agreements.
• Support team operations by backing up other Account Managers as needed.
• Develop specialized knowledge in assigned product or operational areas, including claims, fraud, or reporting.
• Maintain compliance with certification, licensing, security, and authentication requirements.

Education & Experience

Required

• High School diploma or equivalent
• 1+ years of customer service experience
• Strong communication, organization, and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment

Preferred

• Bachelor’s degree in Communications, Business, or related field
• 1+ years of experience in insurance, HSA, or TPA industries
• Experience supporting clients through phone and electronic communication channels
• Knowledge of financial products, account servicing, or claims support processes

Why You’ll Love Working Here

At Associated Bank, you’ll be part of a collaborative team that values professionalism, responsiveness, and continuous learning. We invest in employee growth through development opportunities, cross-functional exposure, and meaningful client impact. If you’re passionate about delivering exceptional service and building strong customer relationships.

Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life. 

• Retirement savings including both 401(k) and Pension plans. 

• Paid time off to volunteer in your community. 

• Opportunities to connect with others through our diversity-focused Colleague Resource Groups. 

• Competitive salaries with professional development and advancement opportunities. 

• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.  

• Personal banking, loan, investment and insurance benefits. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. 

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