Senior Analyst, Client Services
HSA Bank
IT, Customer Service
Milwaukee, WI, USA
USD 53k-63k / year
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?
What you will do
- Services and knows our customers' business processes
- Identifies and supports RM/AM in training program for assigned groups
- Tracks and reports on SLA and other service commitments for assigned groups, provides information necessary for RM/AM to prepare full scorecard
- Identifies and works with RM/AM on employer efficiency opportunities
- Provides valuable feedback for the effective training of bank members on assigned 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 employers
- Attends integration meetings onsite as needed
- Supports team on coordination and execution for enhanced functionality for assigned groups
- Assists with ongoing servicing for employers chosen based on complexity, size, and need
- Monitors department inboxes to ensure timely responses and issue resolution
- Models behavior consistent with the HSA Bank’s customer service standards, policies, and procedures
- Ability to thoroughly research and analyze situations in order to make policy exceptions that fit within the bank’s risk appetite
- Retain existing employers via reactive servicing through phone and email correspondence by providing exceptional problem solving, ownership, and follow through
- Handle first line escalated situations of assigned groups to solve problems which may include policy, procedure, process, compliance, or risk assessment
Skills and Abilities
- 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.
Education Qualifications
- H.S. Diploma or General Education Degree (GED) required
- Candidates with advanced degrees (Associates, Bachelor's, and/or Master's) preferred
- Candidates with some combination of coursework and experience, or extensive related professional experience, are eligible for consideration.
Experience Qualifications
- 0-2 years of experience in account/relationship management or in employee benefits consulting. Experience implementing technical solutions required
- Prior experience with onboarding and implementation of Health Savings Accounts, Health Reimbursement Accounts and Flexible Spending Accounts preferred
The estimated salary range for this position is 53,000USD to $63,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
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Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.