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Verified active · 16h ago

Benefits Account Executive

HSA BankHSA Bank·Financial Services

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01

About the role

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?

Experienced client relationship professional responsible for managing employer accounts, delivering strategic guidance, and driving client retention, growth, and satisfaction within the employee benefits and Consumer Driven Healthcare (CDH) space. Partners with employer contacts, conduct strategy sessions, provide product training, identify client needs, and ensure effective utilization of benefit solutions. Proactively and reactively manages client relationships by addressing service concerns, resolving escalations, mitigating retention risks, and strengthening client loyalty. Collaborates across teams to improve processes, enhance the client experience, identify cross-sell opportunities, and support revenue growth. Success in this role requires strong communication skills, attention to detail, problem-solving abilities, adaptability, and a commitment to delivering exceptional service while maintaining the highest level of confidentiality.

Key Responsibilities

  • Lead strategy discussions with employer clients

  • Deliver product training and adoption support

  • Identify growth, upsell, and cross-sell opportunities

  • Gather client feedback and resolve service issues

  • Maintain confidentiality of client and company information

  • Drive process improvements and escalate issues when needed

  • Track client engagement activities and measure outcomes

  • Proactively and reactively manage client retention by addressing client concerns, resolving service issues, identifying potential risks, and implementing solutions

  • Comfortable working in a highly collaborative virtual environment with mandatory camera participation for meetings, presentations, and client engagements.

  • Mandatory travel required based on business needs

Core Competencies

  • Builds strong relationships across all levels of client organizations

  • Communicates effectively and professionally

  • Is adaptable in a fast-changing environment

  • Takes ownership and solves problems proactively

  • Is results-oriented and growth-focused

  • Has strong attention to detail and follow-through

  • Can manage sensitive and confidential information

Required Experience

  • High School Diploma or GED

  • 3-4 years of experience in:

    • Consumer Driven Healthcare (CDH)

    • Employee Benefits

  • Employer benefits account experience preferred

  • Bilingual skills are a plus

The estimated salary range for this position is $60,000USD to $65,000USD. 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.

 

#LI-BY1

#LI-REMOTE

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.

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Aplyr's read

HSA Bank specializes in health savings accounts, offering tax-free solutions for medical expenses. Ideal for those interested in consumer-directed healthcare finance.

Synthesized from recent postings & public sources

What's promising

  • HSA Bank is a leader in the niche market of health savings accounts.
  • The company offers tax-free solutions, appealing to cost-conscious consumers.
  • Recent hiring in client services and sales suggests growth and investment in customer relations.

What to watch

  • Limited public information about company culture and employee satisfaction.
  • Dependent on regulatory environment for tax-advantaged status of products.
  • The niche focus may limit career growth opportunities within the company.

Why HSA Bank

  • HSA Bank focuses exclusively on consumer-directed healthcare financial solutions.
  • Offers a specialized product that combines healthcare and financial services.
  • The company plays a crucial role in helping individuals manage medical expenses tax-free.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About HSA Bank

HSA Bank is a leading provider of health savings accounts (HSAs) and other consumer-directed health care solutions, enabling individuals to save for medical expenses tax-free.

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