Benefits Account Executive

About the role

At HSA Bank, a division of Santander Bank N.A., 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.

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
• Adapts to a fast-changing environment
• Takes ownership and solves problems proactively
• Is results-oriented and growth-focused
• Has strong attention to detail and follow-through
• Manages sensitive and confidential information

Requirements

• 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

Pay

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.

Schedule

Mandatory travel required based on business needs.