Account Management Associate II

2 weeks ago


Oakland, California, United States Kaiser Permanente Full time
Job Summary:

We are seeking a highly motivated and detail-oriented Account Management Associate II to join our team at Kaiser Permanente. In this role, you will play a key part in supporting account strategy, including data collection and team communications with customers, consultants, brokers, and/or channel partners. You will address basic customer questions and concerns, develop knowledge of account activities, and support KP sales and retention goals by making progress on key performance indicators (KPIs) and maintaining the customer relationship management (CRM) platform.

Essential Responsibilities:
  • Work with others within the work team to obtain and share basic information.
  • Listen and address performance feedback; provide 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 the 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 the team.
Key Responsibilities:

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.
  • Providing accurate information including basic knowledge of products, benefits/services offerings, and pricing models when assisting customers, consultants, brokers, and/or channels.
Requirements:

We require a High School Diploma or GED, or equivalent, and a minimum of one to two years of experience working in a corporate or business office environment, or a minimum of three years of experience working in a corporate or business office environment. Additionally, an Accident and Health Insurance License (California) is required within three months of hire.



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