Partner Service Coordinator

HSA Bank
 Sheboygan, WI

Date Active

Nov 23, 2021 12:00:00 AM

Requisition #


Hours Per Week



605 N 8th St. STE 320-WI101





Job Description / Requirements

At HSA Bank, 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.

Are you ready to join us?

Basic Function:

To provide world-class customer service to our accountholders through performance and oversight of complex operations functions encompassing business partner maintenance. Maintain compliance with Federal and State regulations as well as Webster/HSA Bank policies and procedures. Meet/exceed individual service goals, and demonstrate operational excellence. Proven proficiency in all major skill sets. Demonstrated self-motivation, flexibility, problem solving and decision making skills.


  • Perform Partner audits in a timely and professional manner
  • Support of Partner specific internal/external case work and inboxes
  • Perform large tasks accurately and communicate result to internal parties
  • Assist with monitoring and identifying service trends
  • Proactively monitors file processing
  • Collaborate and take action to resolve operational service-related issues
  • Escalate issues when appropriate and drive recovery efforts
  • Identifies systemic issues as they occur and works with Senior/Manager to rectify
  • Resolve partner support through case management in a timely and professional manner
  • Support Partner specific project work in reference to guide and form updates needed for customized collateral
  • Other duties as assigned by Supervisor/Manager.

Education, Experience & Skills:

  • 2-3 year of experience minimum servicing partners or large employers.
  • 2 year of experience minimum with employee benefits, TPA's or insurance carriers
  • Strong interpersonal skills
  • Proven customer service experience
  • Adaptability to prioritize workload and frequently transition between different focuses aligned with role
  • Utilize communication and problem-solving skills to effectively perform assigned assignments
  • Proven knowledge of computer and processing skills (email, internet, intranet, etc.)
  • Proficient in Microsoft Office Suite including Access
  • Excellent verbal and written communication skills
  • Possesses the ability to maintain the strictest confidentiality of company and customer information.
  • Ability to effectively multi-task
  • Excellent organizational skills with attention to detail
  • Ability to work with a diverse work force and customer base
  • Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change.
  • Strong commitment to achieving personal growth and success