Account Management Associate I

Kaiser Permanente; Pasadena (CA); On-site; USD 40,000 - 52,000; Full time

Job summary

Kaiser Permanente in Southern California is seeking a customer-focused professional to support account strategy, answer basic questions, and help with data collection and team communications with customers, consultants, brokers, and channel partners. The role emphasizes accuracy, organization, and professional handling of inquiries in a fast-paced environment.

You will assist with renewal activities, maintain CRM records, and contribute to KPIs and retention goals by delivering reliable

Qualifications

• High School Diploma or GED or 1 year corporate office experience.
• Accident and Health Insurance License (California) within 3 months of hire.
• Preferred: Bachelor's degree in Marketing, Finance, Business Administration, or related field.
• Health Insurance License in applicable states.

Responsibilities

• Support contract, benefit/service, and renewal activities with customers and partners.
• Assist with renewal responses and engagement programs under supervision.
• Provide accurate information on products, benefits, and pricing to customers and brokers.

Skills

Customer service

Phone communication

Typing

Detail-oriented

Organized

Education

High School Diploma or GED

Bachelor's degree in Marketing, Finance, or related field

Tools

CRM software

Job description

Selected candidate must reside in Southern California

We are seeking a customer-focused professional with strong customer service experience, excellent phone communication skills, and proficient typing abilities. The ideal candidate is detail-oriented, organized, and comfortable handling customer inquiries efficiently and professionally in a fast-paced environment.

Job Summary:

Completes assigned tasks to support account strategy including supporting data collection and assisting with team communications with customer, consultants, brokers, and/or channel partners. Addresses basic customer questions and concerns. Develops knowledge of account activities, including plan execution, systems and administration, negotiations, presentations, rate, and product/benefits. Supports KP sales and retention goals by making progress on key performance indicators (KPIs) and maintaining the customer relationship management (CRM) platform.

Essential Responsibilities:

• Works with others within immediate work group to obtain basic information. Listens to and addresses performance feedback. Learns fundamental knowledge and skills; acknowledges strengths and weaknesses. Adapts to change and feedback with significant guidance. Responds to the needs of others as directed to support completion of routine work tasks.
• Follows clearly defined procedures and well-defined, specific instructions to complete routine tasks with significant guidance. Collaborates with others within ones team to address basic task issues; communicates status and escalates more complex issues. Adheres to established processes, procedures, and deadlines, with guidance. Identifies and speaks up for improvement opportunities within own work.
• Supports a positive customer experience and market turnaround expectations by: building and maintaining administrative relationships with customers, consultants, brokers, and/or channels by working with cross-team peers to obtain basic information to support contract, benefit/service, and renewal activities; following detailed instructions to address and resolve basic customer, consultant, broker, and/or channel partner questions and concerns; completing basic prescribed tasks with a close degree of supervision to support Request for Renewal (RFR) responses and engagement strategies; partnering with engagement team/specialist to coordinate engagement programs (e.g., open enrollment) with a close degree of supervision; and providing accurate information including basic knowledge of products, benefits/services offerings, and pricing models when assisting customers, consultants, brokers, and/or channels.

Minimum Qualifications:

• High School Diploma or GED, or equivalent OR minimum one (1) year of experience working in a corporate or business office environment.

• Accident and Health Insurance License (California) within 3 months of hire

Additional Requirements:

• Knowledge, Skills, and Abilities (KSAs): N/A

Preferred Qualifications:

• Bachelor's degree in Marketing, Finance, Business Administration, or a directly related field.
• Health Insurance License in state(s) where applicable.