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Client Relationship Coordinator II
2 months ago
The Account Management Associate II plays a crucial role in supporting the overall account strategy by gathering data and facilitating communication among customers, consultants, brokers, and channel partners. This position addresses fundamental customer inquiries and concerns while developing a comprehensive understanding of account operations, including plan implementation, systems management, negotiations, presentations, and product offerings. The role is essential in achieving KP sales and retention objectives by advancing key performance indicators (KPIs) and maintaining the customer relationship management (CRM) system.
Key Responsibilities:
- Collaborates with team members to gather and share essential information. Actively listens to and addresses performance feedback; provides constructive feedback to colleagues. Continuously acquires relevant knowledge and skills; recognizes personal strengths and areas for improvement based on career aspirations and takes proactive steps to enhance them. Adapts to changes, challenges, and feedback with appropriate guidance. Responds to the needs of others to facilitate the completion of routine tasks.
- Adheres to detailed daily instructions to perform routine tasks under moderate supervision. Works alongside team members to resolve routine and some non-routine issues; communicates progress and escalates more complex matters as necessary. Follows established priorities, deadlines, and expectations. Identifies and advocates for opportunities for improvement within the team.
- Enhances customer experience and meets market turnaround expectations by: establishing and nurturing administrative relationships with customers, consultants, brokers, and channel partners; collaborating with cross-functional peers to provide and gather essential information to support contract, benefit/service, and renewal processes; following general guidance to address and resolve routine and some non-routine inquiries from customers, consultants, brokers, and channel partners; executing standard tasks with a moderate level of supervision to support Request for Renewal (RFR) responses and engagement strategies; partnering with engagement teams to coordinate programs (e.g., open enrollment) with a moderate degree of oversight; and delivering accurate information, including fundamental knowledge of products, benefits/services, and pricing models when assisting stakeholders.
- High School Diploma or GED, or equivalent AND a minimum of two (2) years of experience in a corporate or business office setting OR a minimum of three (3) years of experience in a corporate or business office environment.
- Knowledge, Skills, and Abilities (KSAs): N/A
- Bachelor's degree in Marketing, Finance, Business Administration, or a related field.
- Health Insurance License in applicable states.
Scheduled Weekly Hours: 40
Shift: Day
Job Schedule: Full-time
Job Type: Standard
Employee Status: Regular
Job Level: Individual Contributor
Specialty: Account Management
Department: Group Relations - Area Account Management
Pay Range: Competitive salary based on experience
Travel: Yes, up to 10% of the time
Remote: This position is eligible for remote work within authorized states. At Kaiser Permanente, we are committed to equity, inclusion, and diversity, which are integral to our mission. We believe that a diverse and inclusive workforce enhances our ability to provide exceptional healthcare and fosters a supportive environment for our communities.
Kaiser Permanente is an equal opportunity employer dedicated to a diverse and inclusive workforce. All applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, or any other characteristic protected by law.
