Account Manager II

Summary

Kaiser Permanente Northwest is a healthcare organization providing health insurance and related services. The Account Manager II implements sales and retention strategies for health insurance or workers compensation accounts, manages the Request for Renewal process, and supports sales and renewal activities. The role builds customer and partner relationships, coordinates contracts and pricing, and identifies cross-sell and upsell opportunities to drive growth and retention.

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
• Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports the completion of priorities, deadlines, and expectations. Identifies and speaks up for ways to address improvement opportunities
• 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

Skills

• • 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
• • Disability Insurance License (Washington) within 3 months of hire
• • Health Insurance License (Oregon) within 3 months of hire
• • One (1) year of experience in group health care benefits sales, account management, and/or implementation, or a directly related field
• • Health Insurance License in state(s) where applicable

Qualifications

Must Haves

• • 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
• • Disability Insurance License (Washington) within 3 months of hire
• • Health Insurance License (Oregon) within 3 months of hire

Nice to Haves

• • One (1) year of experience in group health care benefits sales, account management, and/or implementation, or a directly related field
• • Health Insurance License in state(s) where applicable

Benefits

• Remote work arrangement
• Kaiser Permanente strives to offer a market competitive total rewards package