Associate Account Management II Associate

Kaiser Permanente; Portland (OR); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player seeks a dedicated Account Manager to enhance customer loyalty and retention. In this role, you will manage business processes, ensuring accurate contracts and pricing while creating sales opportunities through effective relationships. Your expertise will drive growth by identifying enrollment opportunities and resolving complex client concerns. Join a dynamic team where your contributions will directly impact customer satisfaction and business success. If you thrive in a fast-paced environment and have a passion for customer service, this is the perfect opportunity for you.

Qualifications

• 2+ years in sales or customer service in an office setting.
• Bachelor's degree or 4 years of relevant experience.

Responsibilities

• Manage contracts, pricing, and membership accounting.
• Identify enrollment opportunities and build customer loyalty.

Skills

Sales Experience

Customer Service Skills

Analytic Skills

Presentation Skills

Interpersonal Skills

Communication Skills

Education

Bachelor's Degree in Marketing

High School Diploma

GED

Tools

Microsoft Office

Client Databases

Job description

Job Summary:

Manage business processes that support achieving and maintaining optimal business position in order to sustain and grow membership. Provide support to group Account Management client servicing functions and preparation of information to existing accounts to ensure deadlines are met and a timely response given to inquiries. Create sales opportunities through targeted external customer facing enrollment activities, effective relationships with brokers/consultants and front line benefit contacts, to increase membership, build support for KP, and enhance group customer loyalty and retention. Monitor and maintain data integrity within sales systems, accounts and book of business in order to improve external communication, sales performance, and book of business management.

Essential Responsibilities:

• Track, monitor and ensure that contracts, pricing and membership accounting have accurate information and implement the negotiated terms of the final renewal with focus on business processes.


• Manage the process of resolving complicated and sensitive employer-initiated concerns in order to build purchaser loyalty and retain membership.


• Understand account strategy, goals, and financial position.


• Coordinate the flow of information in order to keep the process moving to meet strategic objectives.


• Through ongoing account contacts, identify situations that may signal opportunities for growth for KP and alert account manager.


• Identify and act on enrollment opportunities including: presentations; benefit fairs; health fairs; and Q & A sessions.


• Identify and report trends and/or systematic issues within a book-of-business as they become apparent and provide solutions and possible opportunities for growth.


• Identify knowledge network key resources and link capability to account strategy and service issues.


• Participate in Account Strategy sessions and work on targeted accounts in conjunction with the Account Manager.


• Act as the primary point of contact for group customer contacts as related to contracts, benefits, rates or renewal activities.


• Understand the customers business and business challenges. Know customers Human Resources and Benefits staff and how decisions get made.


• Create and increase credibility by demonstrating knowledge of each customers unique benefit package.


• Employ appropriate sales systems to accurately maintain account information.


• Ensure accurate enrollment process, payment arrangements and contract is understood, agreed to and met.


• Collect specific business information and competitive data required for account strategies by established deadlines.


• Ensure accurate and complete data is entered into correct business applications.


• Review data and alert account manager to outliers or potential problems.


• Ensure timely submission of reports as directed by the account manager.


• If Small Business Unit:


• Accountable for business processes and administrative requirements to support assigned accounts.


• Establish and maintain relationships with front line business owners in support of assigned Account Manager.


• Assist with in-field demonstrations and teachings to employers and brokers on KP online technology to facilitate maximization of all KP online tools.


• Explain and negotiate complex underwriting methodology with client and advisors.


• If Cross Regional/Multi-State:


• Collaborate in the coordination cross regional growth opportunities.


• Participate in interregional account teams to coordinate renewals and ensure creation of a single uniform presentation.

Minimum Qualifications:

• Minimum two (2) years of experience in sales, telemarketing, customer service in an office setting, claims, or marketing.

• Bachelors degree in marketing, finance, business administration or related degree OR four (4) years of experience in a directly related field.
• High School Diploma or General Education Development (GED) required.

• Disability Insurance License (Washington) within 3 months of hire

• Health Insurance License (Oregon) within 3 months of hire

Additional Requirements:

• Demonstrated record of meeting individual business objectives.
• Experience using customer service skills with the ability to articulate and respond to issues.
• Proficiency in computer and analytic skills.
• Experience creating client presentations using Microsoft Office programs and use of client databases.
• Experience using effective verbal and written communication skills.
• Experience in strong interpersonal, presentation, and persuasion skills.