Associate Account Management II Associate

Kaiser Permanente; Portland (OR); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dynamic Account Manager to enhance customer loyalty and retention. In this pivotal role, you will manage business processes to support membership growth, ensuring data integrity within sales systems and fostering relationships with brokers and clients. You will identify growth opportunities through proactive engagement and strategic account management, contributing to a collaborative environment that values customer satisfaction. This position offers a unique opportunity to make a significant impact in a supportive and innovative workplace, driving success and customer engagement.

Qualifications

• Experience in managing business processes and account strategies.
• Strong understanding of customer challenges and benefit packages.

Responsibilities

• Manage contracts, pricing, and membership accounting accurately.
• Coordinate information flow to meet strategic objectives.

Skills

Account Management

Customer Relationship Management

Data Integrity Monitoring

Sales Strategies

Communication Skills

Education

Bachelor's Degree in Business or related field

Tools

Sales Systems

Job description

Job Summary:

Manage business processes that support achieving and maintaining an optimal business position to sustain and grow membership. Provide support to group Account Management client servicing functions and prepare information for existing accounts to ensure deadlines are met and inquiries are responded to promptly. Create sales opportunities through targeted external customer-facing enrollment activities, fostering effective relationships with brokers/consultants and frontline benefit contacts to increase membership, support KP, and enhance customer loyalty and retention. Monitor and maintain data integrity within sales systems, accounts, and books of business to improve communication, sales performance, and management.

Essential Responsibilities:

• Track, monitor, and ensure the accuracy of contracts, pricing, and membership accounting, implementing negotiated renewal terms with a focus on business processes.
• Manage the resolution of complex and sensitive employer concerns to build loyalty and retain membership.
• Understand account strategy, goals, and financial position.
• Coordinate information flow to meet strategic objectives.
• Identify growth opportunities through ongoing account contacts and alert account managers.
• Identify and act on enrollment opportunities such as presentations, benefit fairs, health fairs, and Q&A sessions.
• Report trends or systematic issues within the book of business and suggest solutions and growth opportunities.
• Identify key resources within the knowledge network and link capabilities to account strategy and service issues.
• Participate in Account Strategy sessions and work on targeted accounts with the Account Manager.
• Serve as the primary contact for group customers regarding contracts, benefits, rates, or renewals.
• Understand customer business challenges and key personnel involved in decision-making.
• Demonstrate knowledge of each customer's benefit package to build credibility.
• Use appropriate sales systems to maintain accurate account information.
• Ensure the enrollment process, payment arrangements, and contracts are understood, agreed upon, and fulfilled.
• Gather business and competitive data required for account strategies by established deadlines.
• Enter complete and accurate data into business applications and review for inconsistencies or issues.
• Ensure timely submission of reports as directed by the account manager.