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Hsa Account Manager Jobs in Wisconsin (NOW HIRING)

Leavitt Group

WI · On-site

$55 - $75/hr

Please watch A Commercial Lines Account Manager collaborates closely with agents and other account ... Health, Vision, Dental, HSA/FSA, & Life Insurance * Paid time off (vacation & sick time) #J-18808 ...

1moh

Account Manager

Chippewa Falls, WI · On-site

$25/hr

Account Manager Job Summary The Account Manager serves as a trusted partner to clients, ensuring ... Health Insurance and Health Savings Account (HSA). * Paid Time Off and Parental Leave. * Flex Time ...

Kloeckner

WI · On-site

$65 - $95/hr

The Fabrication Account Manager serves as the primary contact for assigned accounts and manages ... Health Savings Account (HSA) * Wellness Stipend * Paid Life insurance * Paid Short / Long-Term ...

Primo Brands Corporation

WI · On-site

$132 - $165/hr

... account (HSA) Retirement/Investing: * 401K with a 5% match, Employee Stock Purchase Plan (ESPP ... Regional Chain HQ Management: Own HQ management responsibilities for regional chains operating ...

Go Maverick Group

WI · On-site

$55 - $75/hr

As an Account Manager, you'll step into a high‑impact role where you'll both manage key customer ... insurance, HSA), generous PTO, product discounts, and 401k options. This is a ONSITE position ...

Bio-Rad Laboratories, Inc

WI · On-site

$86.60 - $119.20/hr

As a Account Manager, you'll play a key role in driving growth by building strong customer ... HSA funds, a new fertility offering with stipend, group life and disability, paid parental leave ...

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Hsa Account Manager information

What does an HSA Account Manager do?

An HSA Account Manager is responsible for overseeing and managing Health Savings Accounts (HSAs) on behalf of individuals or organizations. Their duties include assisting clients with account setup, answering questions about HSA regulations, ensuring compliance with IRS guidelines, and helping clients maximize the benefits of their HSAs. They may also provide support with contributions, distributions, and reporting, while educating clients about eligible expenses. The goal of an HSA Account Manager is to help clients effectively use their health savings accounts for qualified medical expenses.

What skills and qualifications are needed to be an HSA Account Manager?

To thrive as an HSA Account Manager, you need a solid understanding of health savings accounts, financial services regulations, and account management, often supported by a bachelor's degree in finance or a related field. Familiarity with HSA administration platforms, CRM systems, and compliance software is typically required. Strong communication, problem-solving, and customer service skills help build trust and effectively address client needs. These skills are essential to ensure regulatory compliance, maintain client satisfaction, and drive business growth in the health benefits sector.

What challenges do HSA Account Managers face when helping clients navigate health savings account regulations?

HSA Account Managers often encounter challenges such as explaining complex IRS rules and eligibility requirements to clients, ensuring contributions and distributions are compliant, and keeping up with frequent regulatory changes. Additionally, they must address client questions about qualified medical expenses and provide guidance on maximizing tax benefits while avoiding penalties. Strong communication skills and ongoing industry education are essential for overcoming these hurdles and delivering clear, accurate support.

What is the difference between Hsa Account Manager vs Hsa Customer Service Representative?

AspectHsa Account ManagerHsa Customer Service Representative
CredentialsFinancial certifications, knowledge of HSA productsCustomer service training, basic financial knowledge
Work EnvironmentOffice-based, client-focused, financial institutionsCall centers, customer support centers, financial institutions
Employer & IndustryHealth savings account providers, banks, insurance companiesHealth plan providers, banks, insurance companies
Search & Comparison IntentUnderstanding roles, career differences, job requirementsCustomer support duties, client interaction, troubleshooting

The main difference between an Hsa Account Manager and an Hsa Customer Service Representative lies in their responsibilities and expertise. The Account Manager typically handles client relationships, manages accounts, and requires financial certifications, while the Customer Service Representative focuses on assisting clients with inquiries and troubleshooting basic issues. Both roles are essential in the health savings account industry but serve different functions within organizations.

Can I be an Hsa Account Manager with no experience?

Hsa Account Manager roles typically require some knowledge of health savings accounts, financial services, or customer service, but prior experience is not always mandatory. Entry-level positions may provide on-the-job training and may look for strong communication skills and a willingness to learn. Certifications or relevant coursework can also be beneficial for those new to the field.

What are popular job titles related to Hsa Account Manager jobs in Wisconsin?

For Hsa Account Manager jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Hsa Account Manager jobs in Wisconsin look for?

The top searched job categories for Hsa Account Manager jobs in Wisconsin are:

What cities in Wisconsin are hiring for Hsa Account Manager jobs?

Cities in Wisconsin with the most Hsa Account Manager job openings:

Hsa Account Manager jobs near you
Infographic showing various Hsa Account Manager job openings in Wisconsin as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

Commercial Lines Account Manager

Leavitt Group

WI • On-site

$55 - $75/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Leavitt Group rating

6.9

Company rating: 6.9 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

264th of 315 rated insurance

Job description

Leavitt Great West is a local agency in Montana that continues to work on their culture and a meaningful work life balance for their employees. Leavitt Great West is looking to add new talent to their Commercial Lines team.

Local Agency Website: https://www.leavitt.com/greatwest/

As a national company, the Leavitt Group is the 19th largest privately-held insurance agency brokerage in the nation, with over 280 locations across 31 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

Who are we? Please watch https://youtu.be/tmNRjDxzKQk

A Commercial Lines Account Manager collaborates closely with agents and other account managers in providing ongoing support to their commercial accounts. This candidate would want to work in an atmosphere of skilled, motivated, happy people who work together in an environment of teamwork, loyalty, and mutual respect.

Responsibilities
  • Develop and manage service timelines with agents
  • Work with different markets, insurance carriers, and underwriters throughout the quote process
  • Follow up with different markets/underwriters for quotations, binders, policies, endorsements, etc.
  • Quote new business with carrier rating software, websites and applications
  • Create proposal booklets
  • Working daily in our Agency Management System
  • Daily ongoing deadlines and on-going projects/tasks
Requirements
  • Valid Property and Casualty license in Montana; or willingness to obtain within 90 days
  • Preferred 3 Years agency experience
  • Must have digital competence
  • Must have strong oral and written communication skills
  • Preferred experience with carrier rating software
  • Preferred bachelor’s degree or higher
  • Preferred experience with AMS360
Benefits

Leavitt Great West offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

You’ll enjoy:

  • A people-first culture that values work-life balance
  • Ongoing training and career development opportunities including paid license renewal and continuing education
  • The tools and support you need to succeed
  • The chance to work with reputable carriers and a diverse book of business
  • Recognition and rewards
  • Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
  • Health, Vision, Dental, HSA/FSA, & Life Insurance
  • Paid time off (vacation & sick time)
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