Account Manager II

Kaiser Permanente Northwest; Portland (OR); On-site; USD 74,000 - 96,000; Full time

Job summary

Kaiser Permanente Northwest in Portland, Oregon is seeking a sales and renewal specialist to manage the RFR process end-to-end, coordinate contracts, pricing, and membership accounting, and identify cross-sell opportunities to drive growth and retention.

You will build and maintain relationships with customers, brokers, and channel partners, follow established timelines, provide product knowledge, and support negotiations and presentations with guidance from a supervisor.

Qualifications

• Bachelor's degree in Marketing, Finance, Business Administration, or a directly related field, or minimum three years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or related field.
• Disability Insurance License (Washington) within 3 months of hire.
• Health Insurance License (Oregon) within 3 months of hire.

Responsibilities

• Build and maintain strategic relationships with customers, consultants, brokers, and partners to support growth and retention.
• Support the RFR process end-to-end, including administration, negotiations, presentations, and pricing.
• Track KPIs and maintain CRM, following guidance from a supervisor.

Skills

Sales

Negotiation

CRM

Education

Bachelor's degree or 3 years experience in relevant field

Disability Insurance License (WA) within 3 months

Health Insurance License (OR) within 3 months

Job description

Technical Summary

The ideal candidate supports the execution of sales and renewal activities by managing the RFR process end-to-end while adhering to established timelines and best practices. They assist with standard sales and renewal functions, including administration, negotiations, presentations, pricing, and validation of products, benefits, and services. This individual ensures the successful implementation of negotiated terms by coordinating contracts, pricing, and membership accounting activities. They are proactive in identifying cross-sell and upsell opportunities to drive growth, strengthen customer relationships, and improve retention.

Technical Summary

The ideal candidate supports the execution of sales and renewal activities by managing the RFR process end-to-end while adhering to established timelines and best practices. They assist with standard sales and renewal functions, including administration, negotiations, presentations, pricing, and validation of products, benefits, and services. This individual ensures the successful implementation of negotiated terms by coordinating contracts, pricing, and membership accounting activities. They are proactive in identifying cross-sell and upsell opportunities to drive growth, strengthen customer relationships, and improve retention.

Note: Work location is remote (e.g. home address), per Kaiser Permanente-s Authorized States Policy

- Employees may be required to travel to a Kaiser Permanente or customer sites. Residency required in the primary location: 500 NE Multnomah St., Portland, Oregon 97232

Job Summary

Implements standard sales and retention strategy for health insurance or workers compensation accounts with guidance from a supervisor. Utilizes opportunities, resources, technology tools, and customer performance data (e.g., cost utilization, financial, clinical) to meet competitive revenue and growth targets with coaching from a supervisor. Builds and maintains relationships with customers, consultants, brokers, and/or channel partners, including providing information and foundational product knowledge, and resolving or escalating concerns. Builds foundational knowledge of customer businesses and develops account strategies in alignment with customer goals. Collaborates internally and externally to develop account strategy, including supporting communication, and recommending solutions to customers. Follows best practices and established timelines to execute sales and renewals, including administration, negotiations, presentations, rate, product and benefits with guidance from a supervisor. Is accountable for Key Performance Indicators (KPIs) to support the sustained growth and competitive position of KP in the market.

Essential Responsibilities

• Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members. Listens to, addresses, and seeks performance feedback. Pursues self-development; acknowledges strengths and weaknesses based on career goals and takes appropriate development action to leverage / improve them. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. Assesses and responds to the needs of others to support a business outcome.
• Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports the completion of priorities, deadlines, and expectations. Identifies and speaks up for ways to address improvement opportunities.
• Provides a positive customer experience within market turnaround expectations by: building and maintaining strategic relationships with customers, consultants, brokers, and/or channels while acting as the KP representative to monitor contract, benefit/service, and renewal activities; demonstrating foundational product knowledge when educating customers, consultants, brokers, and/or channel partners, resolving any questions or concerns; building a working understanding of prospect or customer business to ensure that Request for Renewal (RFR) response and engagement strategies are in alignment with customer goals; partnering with engagement team/specialist to coordinate engagement programs (e.g., member wellness) with coaching from a supervisor; and providing accurate information including recommendations for new products, benefits/services offerings, and pricing models to address customer, consultant, broker, and/or channel needs with coaching from a supervisor.
• Demonstrates commitment to KP sales and retention goals by: implementing standard strategies to meet or exceed targets for retention and growth for accounts in the Book of Business; documenting progress on Key Performance Indicators (KPIs) and maintaining updated Customer Relationship Management (CRM) platform with coaching from a supervisor; and supporting the sustained growth and competitive position of KP in the market.
• Contributes to the execution of sales and renewals by: supporting the RFR process end-to-end, following established timelines and best practices; supporting standard sales and renewals including administration, negotiations, and presentations and rate product and benefit/service validation; following up on contracts, pricing, and membership accounting to implement the negotiated terms for sales and renewals; and identifying cross-sell and upsell opportunities to increase growth and retention.

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

Knowledge, Skills and Abilities: (Functional)

• Benefits/Services
• Benefits/Services Presentations
• Customer Experience
• Member Service

Minimum Qualifications

• Bachelors degree in Marketing, Finance, Business Administration, or a directly related field OR minimum three (3) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field.
• Disability Insurance License (Washington) within 3 months of hire
• Health Insurance License (Oregon) within 3 months of hire

Preferred Qualifications

• One (1) year of experience in group health care benefits sales, account management, and/or implementation, or a directly related field.
• Health Insurance License in state(s) where applicable.

Primary Location: Oregon,Portland,Kaiser Permanente Building

Scheduled Weekly Hours: 40

Shift: Day

Workdays: Mon, Tue, Wed, Thu, Fri

Working Hours Start: 08:00 AM

Working Hours End: 05:00 PM

Job Schedule: Full-time

Job Type: Standard

Worker Location: Remote

Employee Status: Regular

Employee Group/Union Affiliation: NUE-NW-01|NUE|Non Union Employee

Job Level: Individual Contributor

Department: Kaiser Permanente Building - HP Mgr-Larg Grp Sales Admin - 1008

Pay Range: $74300 - $96030 / year

Kaiser Permanente strives to offer a market competitive total rewards package and is committed to pay equity and transparency. The posted pay range is based on possible base salaries for the role and does not reflect the full value of our total rewards package. Actual base pay determined at offer will be based on labor market data, internal alignment, and a candidate's years of relevant work experience, education, certifications, skills, and geographic location.

Travel: Yes, 15 % of the Time

Work Setting: Remote

Worker location must align with Kaiser Permanente's Authorized States policy.

Kaiser Permanente is an equal opportunity employer committed to fair, respectful, and inclusive workplaces. Applicants will be considered for employment without regard to race, religion, sex, age, national origin, disability, veteran status, or any other protected characteristic or status.