JOB REQUIREMENTS: Genesis10 is currently seeking a HSA Account Manager for a contract lasting through June 2024 working with a bank in Green Bay, WI. Key Result Areas: * Customer Service * Communication * Problem Solving * Accuracy * Sense of Urgency * Customer Retention * Collaboration * Decision Making * Operational/Procedural Activities * Confidentiality * Special Projects Job Accountabilities: * Resolves and answers any client problem or question by being an \"inside\" technical expert and a client advocate with the carrier/vendors. Solve or advise on practical problems faced by clients and/or prospects in the areas of insurance and retirement plan services. Deals with clients on routine, sensitive or urgent topics and be able to provide answers and advice either immediately or within a reasonable period of time. Interprets a variety of laws, regulations, policies, procedures and convey the information to clients either directly or through written communication. * Maintains client and policy information in the customer management system, which includes new business production and renewal plan documents. * Anticipates clients needs and proactively initiates communication and/or resolution through introductory calls (introducing the client to their service team, administrative procedures, and contact information), pro-active semi-annual service calls (reviewing recent services, upcoming seminars/webinars, use of their technical services, etc), and frequent updates during the life of an issue, client specific vendor evaluations, and/or program support. * Tracks and manages new business and rewrites submissions through the insurance company underwriting process. * Provides support and assistance to Consultants including, assisting with client service issues brought to the Consultant\'s attention. Where appropriate, keeping the Consultant informed of insurance company underwriting procedures; setting appointments to meet with clients on renewals; obtaining claims experience reports and maintaining client files. * Organizes work flow to ensure quick, efficient processing of mail, work-in-process issues, and client files to maintain a \"no backlog\' status. * Develops \"expertise areas\" as assigned - these may be in relation to specific products, insurance companies, or computer programs. Qualifications: Education: High School (Required), Bachelor\'s Degree (Preferred) Experience: 1-3 years Customer service (Required), 2-4 years Insurance agency environment or with an insurance carrier or Registered Investment Advisor (Preferred) If you have the described qualifications and are interested in this exciting opportunity, apply today! Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every... For full info follow application link. Genesis10 is an Equal Opportunity Employer/Minorities/Female/Disabled/Veteran ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/FFC0E062ED3F424C