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Account Manager III, Multi-State

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Kaiser Permanente

13d ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Customer Relations
    Sales & Business Development
  • Walnut Creek

AI generated summary

  • You need a bachelor’s in a related field and 2 years of relevant experience or 5 years’ experience. Must obtain multiple state health insurance licenses within 3 months of hire.
  • You will build relationships, mentor teammates, address feedback, drive customer engagement, and manage sales and renewals to meet growth and retention targets while ensuring compliance and collaboration.

Requirements

  • Bachelors degree in Marketing, Finance, Business Administration, or related field AND minimum two (2) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field OR minimum five (5) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field.
  • Health Insurance License (Maryland) within 3 months of hire
  • Accident and Health Insurance License (California) within 3 months of hire
  • Accident, Health or Sickness Insurance License (District of Columbia) within 3 months of hire
  • Accident and Health or Sickness Insurance License (Hawaii) within 3 months of hire
  • Health Insurance License (Oregon) within 3 months of hire
  • Disability Insurance License (Washington) within 3 months of hire
  • Health Insurance License (Virginia) within 3 months of hire
  • Accident and Sickness Insurance License (Georgia) within 3 months of hire
  • Accident and Health Insurance License (Colorado) within 3 months of hire

Responsibilities

  • Pursues effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and members.
  • Listens to, seeks, and addresses performance feedback; provides mentoring to team members.
  • Pursues self-development; creates plans and takes action to capitalize on strengths and develop weaknesses; influences others through technical explanations and examples.
  • Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; helps others adapt to new tasks and processes.
  • Supports and responds to the needs of others to support a business outcome.
  • Completes work assignments autonomously by applying up-to-date expertise in subject area to generate creative solutions; ensures all procedures and policies are followed; leverages an understanding of data and resources to support projects or initiatives.
  • Collaborates cross-functionally to solve business problems; escalates issues or risks as appropriate; communicates progress and information.
  • Supports, identifies, and monitors priorities, deadlines, and expectations.
  • Identifies, speaks up, and implements ways to address improvement opportunities for team.
  • 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 ensure contract, benefit/service, and renewal activities; demonstrating comprehensive product knowledge when educating customers, consultants, brokers, and/or channel partners, resolving moderately complex questions or concerns; building a comprehensive 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 monitor engagement programs (e.g., member wellness) with minimal guidance; 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 minimal guidance.
  • Demonstrates commitment to KP sales and retention goals by: implementing standard and non-standard strategies to meet or exceed targets for retention and growth for accounts in the Book of Business; holding accountability for Key Performance Indicators (KPIs) and maintaining updated Customer Relationship Management (CRM) platform; and contributing to the sustained growth and competitive position of KP in the market.
  • Contributes to the execution of sales and renewals by: implementing the RFR process end-to-end, following established timelines and best practices; executing standard and non-standard sales and renewals including administration, negotiations, and presentations and rate product and benefit/service validation; ensuring that contracts, pricing, and membership accounting implement the negotiated terms for sales and renewals; and creating cross-sell and upsell opportunities to increase growth and retention.

FAQs

What is the primary responsibility of the Account Manager III, Multi-State?

The primary responsibility is to develop and implement competitive sales and retention strategies for Multi-State accounts while providing a positive customer experience and meeting sales and retention goals.

What qualifications are required for this position?

The position requires a Bachelor's degree in Marketing, Finance, Business Administration, or a related field with a minimum of two years of relevant experience, or five years of experience in a related field without a degree.

Are there any specific licenses required for this role?

Yes, specific Health Insurance and/or Accident and Health licenses for various states (like Maryland, California, DC, Hawaii, Oregon, Washington, Virginia, Georgia, and Colorado) must be obtained within three months of hire.

What kind of experience is preferred for candidates applying for this position?

Candidates should have experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field.

How often will this position require travel?

This position will require travel approximately 25% of the time.

What are the standard working hours for this job?

The standard working hours are Monday to Friday, from 8:30 AM to 5:00 PM.

What type of employee status is this position?

This position is classified as a regular, full-time employee in a non-union environment.

What is the focus of the role regarding customer relationships?

The role focuses on building and maintaining strategic relationships with customers, consultants, brokers, and channels to ensure contract, benefits, services, and renewal activities are effectively managed.

What is expected in terms of collaboration within the team?

Collaboration is essential, and the Account Manager is expected to work cross-functionally to solve business problems and support team priorities to meet customer needs.

Is there a focus on professional development in this role?

Yes, the position emphasizes self-development, creating plans to capitalize on strengths and develop weaknesses, and mentoring team members.

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Kaiser Permanente

Science & Healthcare
Industry
10,001+
Employees
1945
Founded Year

Mission & Purpose

We are relentless in our pursuit of excellence. Founded nearly 80 years ago, our unique business model sets us apart — positioning us to drive improvements across the industry and around the world. k-p.li/aboutKP As the nation’s leading not-for-profit health plan, we proudly serve 12.7 million members from 600+ locations in 8 states and Washington, D.C. Together, our 200,000+ employees and physicians work as one to positively impact the lives of our members, employees, and communities. Come drive quality, inspire excellence, and create change for the better. Bring your talents to Kaiser Permanente, and see your visionary ideas make a difference in the lives of others. This is your opportunity to shape the future of health care. Be essential. *Disclaimer: Please do not include any medical, personal or confidential information in your comments. Comments are encouraged; however, Kaiser Permanente reserves the right to moderate comments on this page as necessary to prevent medical, personal and confidential information from being posted on this site. In addition, Kaiser Permanente will remove all spam, personal attacks, profanity, and off-topic commentary. Comments containing advertisements about goods or services or announcements about news or events that are not related to Kaiser Permanente will be removed. Please note that your communications with Kaiser Permanente through this page are informal and are not part of Kaiser Permanente’s formal grievance process for members.