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Account Manager - Health Savings Account

Flex-Staff, Inc.
United States, Wisconsin, Green Bay
2301 Riverside Drive (Show on map)
Nov 22, 2024
Are you passionate about helping others and providing exceptional service? Join our dynamic team in the banking industry as Account Manager of Health Savings Accounts as a third party administrator. In this role, you'll be the first point of contact for customers, assisting them with inquiries, resolving issues, and providing expert guidance on banking products and services. Your ability to communicate effectively, empathize with customers, and provide timely solutions will play a crucial part in maintaining strong relationships and delivering outstanding customer experiences. If you're looking for a rewarding career in a fast-paced environment, we want to hear from you!
Job Responsibilities:
  • Support inbound call center and managing shared mailbox for account holder questions. Resolves and answers any account holder problems or question by being an "inside" expert and an advocate with the business line. Deals with account holders on routine, sensitive or urgent topics and is able to provide answers and advice either immediately or within a reasonable period of time. Interprets a variety of regulations, policies, procedures and convey the information to account holders either directly or through written communication.
  • Provide problem resolution to support account holders and be a liaison between other departments in addressing shared concerns. Escalate account holder feedback to management when appropriated.
  • Organizes work flow to ensure quick, efficient processing of mail, work-in-process issues, remote deposit capture and account holder documentation a "no backlog' status in line with department's SLAs.
  • Appropriately documents in client management system all communications with account holders.
Requirements:
If you are interested, please call our office immediately for more information at 920-965-8350 - apply online at www.flexstaff.com or send your resume to greenbay@flexstaff.com
Flex-Staff is an Equal Opportunity Employer, which includes providing equal opportunity for protected veterans and individuals with disabilities.
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