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Hsa Account Manager Jobs in Wisconsin (NOW HIRING)

1moh

Account Manager

Chippewa Falls, WI

$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 ...

KeHE Distributors, LLC

Account Manager

Milwaukee, WI · On-site

$87K - $127K/yr

Vision * Flexible and health spending accounts (FSA/HSA) * Supplemental life insurance * 401(k) ... Primary Responsibilities The Account Manager is accountable to design and execute sales and ...

KeHE Distributors, LLC

Account Manager

Janesville, WI · On-site

$87K - $127K/yr

Vision * Flexible and health spending accounts (FSA/HSA) * Supplemental life insurance * 401(k) ... Primary Responsibilities The Account Manager is accountable to design and execute sales and ...

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 ...

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 69% Full Time, 8% Part Time, and 23% Contract. Highlights an 100% In-person job distribution.

Account Manager

Chippewa Falls, WI

1moh
See more jobs at 1mohexternal

$25/hr

Full-time

Medical, Retirement, PTO

Re-posted 21 days ago

Job description

Job Title: Account Manager

Job Summary
The Account Manager serves as a trusted partner to clients, ensuring their insurance needs are met with accuracy, care, and responsiveness. This role supports client retention and agency growth by managing day-to-day account service, coordinating renewals, and identifying opportunities to enhance coverage. You’ll play a key role in delivering a seamless, high-quality client experience.

Location
Chippewa Falls, WI

Work Hours (Shift)
Weekdays

Pay (Hourly or Annual Salary)
Hourly, up to $25 (depending on experience)

Responsibilities
  • Act as the primary point of contact for clients, handling service requests, policy questions, and account updates.
  • Prepare and process quotes, policy changes, endorsements, and new coverage requests accurately and on time.
  • Manage renewal timelines and collaborate with agents to ensure smooth, timely renewals.
  • Review policies and endorsements for accuracy and completeness upon receipt from carriers.
  • Identify coverage gaps or additional insurance needs and communicate opportunities to clients and agents.
  • Maintain accurate and organized client and carrier information in the agency management system.
  • Support new and renewal business presentations and assist with additional agency initiatives as needed.

Skills and Abilities
  • Strong customer service and communication skills with a client-first mindset.
  • Detail-oriented and highly organized with the ability to manage multiple priorities.
  • Working knowledge of insurance products, underwriting concepts, and quoting processes preferred.
  • Proficiency with agency management systems and standard office software.
  • Proactive problem-solver with sound judgment and professional integrity.
  • Collaborative team player who values accuracy, accountability, and consistency.

Education and/or Experience
  • High school diploma or equivalent required.
  • Previous experience in insurance, account management, or customer service preferred.
  • Familiarity with insurance rating, underwriting, or quoting tools is a plus.
  • Willingness to pursue ongoing training and professional development.

Physical Requirements
  • Ability to sit, stand, and work at a computer for extended periods.
  • Frequent verbal and written communication with clients and carriers.
  • Ability to manage detailed work in a fast-paced office environment.

Benefits
  • Competitive hourly pay (up to $25/hour, based on experience).
  • Health Insurance and Health Savings Account (HSA).
  • Paid Time Off and Parental Leave.
  • Flex Time and weekday schedule.
  • Profit Sharing Program.
  • 401(k) with company match.
  • Paid continuing education and professional designations.
  • Volunteer days and additional wellness-focused benefits.


Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

1MOH is proud to be an Equal Opportunity Employer. You will be considered for this position based upon your experience and education, without regard to race, color, religion, age, sex, national origin, sexual orientation, ancestry; marital, disabled, or veteran status. We are committed to creating and maintaining a workforce environment that is free from any form of discrimination or harassment.