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Account Management Associate Ii

4 months ago

Santa Ana, United States Kaiser Permanente Full time

**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.

**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.

**Additional Requirements**:

- Knowledge, Skills, and Abilities (KSAs): N/A

PrimaryLocation : California,Santa Ana,Xerox Building Administration

HoursPerWeek : 40

Shift : Day

Workdays : Mon, Tue, Wed, Thu, Fri

WorkingHoursStart : 08:00 AM

WorkingHoursEnd : 05:00 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 : Xerox Centre Admin Support - Grp Reltn-Area Account Mgmt - 7016

Travel : Yes, 5 % of the Time