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Analyst, Consultant Relations

Analyst, Consultant Relations

HSA BankMilwaukee, WI, United States
11 days ago
Job type
  • Full-time
Job description

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?

The Consultant Relations Specialist handles a variety of development functions including relationship, partnership and territory development within the broker and consultant market. Works in conjunction with the Managing Director, Consultant Relations to help maximize the new sales and retention results within the assigned territory. Focuses on generating sales opportunities with brokers and consultants, as well as, business partners. Responds to, manages and sees through closure client issues, if engaged.

Job Summary :

The Consultant Relations Specialist handles a variety of development functions including relationship, partnership and territory development within the broker and consultant market. Works in conjunction with the Managing Director, Consultant Relations to help maximize the new sales and retention results within the assigned territory. Focuses on generating sales opportunities with brokers and consultants, as well as, business partners. Responds to, manages and sees through closure client issues, if engaged.

What you will do

  • Responsible for supporting the driving of revenue, balance and account growth within assigned territory.
  • Helps to create and deepen relationships with internal and external business partners within the territory.
  • Schedules meetings and appointments as needed with the assigned consultant community.
  • Interacts with brokers and consultants via email, telephone, and on-line meetings / events.
  • Travels to and attends meetings / industry events as required.

Skills and Abilities

  • Requires understanding of health care benefit products and services.
  • Salesforce knowledge preferred.
  • Proven ability to prioritize work and requests.
  • High level of detail.
  • Strong Customer Service skills.
  • Must have experience with interacting with individuals at all levels of an organization.
  • Education Qualifications

  • H.S. Diploma or General Education Degree (GED) required
  • Bachelor’s Degree in Arts / Sciences (BA / BS) preferred
  • Experience Qualifications

  • 3-4 years years of Client Facing / Customer Service required
  • Benefit consultant experience preferred
  • The estimated salary range for this position is $70,000USD to $78,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

    #LI-BY1

    #LI-REMOTE

    Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and / or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

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    Analyst • Milwaukee, WI, United States

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