Account Management Associate II - NCAL

Kaiser Permanente; Pleasanton (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

Kaiser Permanente is seeking an entry to mid-level professional to support account strategy, data collection, and cross-team communications with customers, consultants, brokers, and channel partners. The role focuses on answering basic questions, advancing KPIs, and leveraging the CRM platform to support renewal activities.

Responsibilities include coordinating engagement programs, maintaining relationships with customers and channel partners, and delivering accurate information on products,

Qualifications

• High School Diploma or GED and 2+ years in a corporate/business office environment (or 3+ years)
• Accident and Health Insurance License (California) within 3 months of hire
• Bachelor's degree preferred in Marketing, Finance, Business Administration, or related field

Responsibilities

• Supports account strategy and data collection, assisting with team communications with customers, consultants, brokers, and channel partners.
• Addresses basic customer questions and concerns; supports KP sales and retention goals by progressing KPIs and CRM usage.
• Works with cross-team peers to coordinate engagement programs and manage renewal activities.
• Delivers accurate information on products, benefits/services, and pricing models when assisting customers.

Skills

Ambiguity/Uncertainty Management

Attention to Detail

Business Knowledge

Communication

Critical Thinking

Cross-Group Collaboration

Decision Making

Dependability

Diversity, Equity, and Inclusion

Drives Results

Facilitation Skills

Health Care Industry

Influencing Others

Integrity

Learning Agility

Organizational Savvy

Problem Solving

Learning & Recall

Teamwork

Topic-Specific Communication

Education

High School Diploma or GED

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

Job description

Selected candidate must reside in Northern California

An All-Inclusive Opportunity!

To optimize your experience applying to a job at Kaiser Permanente, we have created a unique and easy all-inclusive process to apply opportunities in this specific specialty for this Service Area relevant to your work experience and interests.

This position has been created to source and attract external candidates for current positions that remain unfilled within the organization. If you are a current employee, please visit thecareers websitefor a complete listing of available positions.

So, what is next?

• We have a team dedicated to reviewing submissions for an expedited hiring experience.

See what it-s all about, submit your interest today!

Job Summary:

Supports account strategy including 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 work team to obtain and share basic information. Listens and addresses performance feedback; provides feedback to team members. Learns new relevant knowledge and skills; acknowledges strengths and weaknesses based on career goals and takes action to leverage / improve them. Adapts to change, challenges, and feedback with moderate guidance. Responds to the needs of others to support completion of routine work tasks.
• Follows detailed, daily instructions to complete routine tasks with moderate supervision. Collaborates with others within ones team to address routine and some non-routine task issues; communicates status and escalates more complex issues. Adheres to established priorities, deadlines, and expectations. Identifies and speaks up for improvement opportunities within ones team.
• 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 provide and obtain basic information to support contract, benefit/service, and renewal activities; following broad guidance to address and resolve routine and some non-routine customer, consultant, broker, and/or channel partner questions and concerns; completing standard assigned tasks with a moderate 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 moderate 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.

Knowledge, Skills and Abilities: (Core)

• Ambiguity/Uncertainty Management
• Attention to Detail
• Business Knowledge
• Communication
• Critical Thinking
• Cross-Group Collaboration
• Decision Making
• Dependability
• Diversity, Equity, and Inclusion Support
• Drives Results
• Facilitation Skills
• Health Care Industry
• Influencing Others
• Integrity
• Learning Agility
• Organizational Savvy
• Problem Solving
• Short- and Long-term Learning & Recall
• Teamwork
• Topic-Specific Communication

Minimum Qualifications:

• High School Diploma or GED, or equivalent AND minimum one two (2) years of experience working in a corporate or business office environment OR minimum three (3) years of experience working in a corporate or business office environment.

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

Preferred Qualifications:

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