Telecommute – Houston, TX, Dallas, TX, Austin, TX
SENIOR ACCOUNT EXECUTIVE – TEXAS REGION
Requisition # 20-1038
Hours Per Week 40
Job Description / Requirements
Learn, grow, and achieve more with HSA Bank.
HSA Bank has over 20 years of experience in guiding our customers toward sound financial decisions, and we warmly invite you to join us in delivering a genuine, values-based experience to all we serve. Our team takes immense pride in offering our customers financial products designed to protect their health and wealth.
Founded in 1997, we are a leading provider of Health Savings Accounts (HSAs) and other healthcare solutions used by over 35,000 employers and more than 3 million members. HSA Bank is a division of Webster Bank, N.A., a national banking services provider.
***This is a REMOTE position, ideally looking for candidates in the greater Houston, Dallas, Austin, TX region!
Senior Account Executive implements, maintains, and expands relationships with assigned strategic clients. Focused on customer satisfaction improvements, increased profitability, retention, and account growth.
Facilitated strategy sessions with clients senior 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
Mentor for junior Account Executive staff
High School / GED required.
5+ years of related experience of Employee Benefits, CDHP
5+ years of relationship management/account executive experience
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
Account Management , Client Services
Houston, TX, Dallas, TX, Austin, TX