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Account Executive - REMOTE CA Region

HSA Bank Milwaukee Full-Time
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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, and is a division of Webster Bank, N.A., Member FDIC

*** This is a REMOTE position located in the CA area.


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

* Facilitated strategy sessions with client executives
* 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: GED and BS preferred
* Experience: 3-5 years of related experience: CDH, Employee Benefits
* Biligual Spanish speaking desired

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

Physical Demands and Working Conditions:

Travel is required and requires a valid driver's license with a safe driving record. Longer distance travel via airline will also be required.



Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Skills required

Customer Relationship Management
Customer Satisfaction
Relationship Building
Modify Spend Target
Deliver Compelling Sale Presentation
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Job ID: 5000433918306


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Who We Are

Since 1997, HSA
Bank has been showing our accountholders the way to a healthy financial future
through technology and innovation that simplifies the health account
experience.  We take great pride in remaining
true to our Wisconsin roots and are looking for customer-focused employees to
be part of our growth at our corporate headquarters in Sheboygan, WI and our
growing office in downtown Milwaukee, WI.

2015, HSA Bank became the nation's largest provider of Health Savings Accounts
(HSAs) with over $4 billion in assets under administration. HSA Bank delivers
industry leading Consumer-Directed Healthcare (CDH) products such as HSAs,
Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs) and
Commuter Benefits to 1.6 million members across the United States. 

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