Account Manager Ii, Client Service Management

3 weeks ago


Oakland, United States Kaiser Permanente Full time

**Job Summary**:
**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.
- 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.

**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.

**Additional Requirements**:

- Knowledge, Skills, and Abilities (KSAs): Customer Experience; Member Service; Benefits/Services; Benefits/Services Presentations

PrimaryLocation : California,Oakland,Ordway

HoursPerWeek : 40

Shift : Day

Workdays : Mon, Tue, Wed, Thu, Fri

WorkingHoursStart : 08:00 AM

WorkingHoursEnd : 04:00 PM

Job Schedule : Full-time

Job Type : Standard

Employee Status : Regular

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

Job Level : Individual Contributor

Job Category : Sales & Account Management

Department : Oakland Reg - 1800 Harrison - HP Mgr-Labor/Trust - 7016

Travel : Yes, 20 % of the Time



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