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Account Team Specialist II, National Accounts

Location Atlanta, Georgia Job Number 1065178 Date posted 04/26/2022
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* Position can be located in GA or Mid-Atlantic region *

Job Summary:

The Sales/Account Management Support Specialist is responsible for performing all administrative duties that support the sales or marketing teams, as specified by the departments standard office routine, practices, procedures and instructions. The Sales Coordinator is accountable for providing administrative and sales support to the Sales Associates and Sales Executives to ensure maximum support to brokers and new employer groups. The Medicare Sales Coordinator is accountable for supporting the Sales Executive/Brokers in achieving business targets in an assigned territory. Reviews and processes all incoming leads, manages the appointment setting process, and assists the Sales Manager/Sales Executive with pre/post-sales support. Provide high quality customer experience to prospective customers/employers or other channel partners.

Essential Responsibilities:

  • Provide clerical support for the sales and account management team.

  • Respond to incoming phone calls and e-mail inquiries from various channels; screen and route calls appropriately; provide inquiry resolution.

  • Schedule meetings and maintain calendars as requested. Arrange conference rooms, conference calls and other meeting events.

  • Distribute meeting agendas and materials in advance of meeting.

  • Coordinate most administrative and logistical arrangements for team.

  • Review and distribute department mail.

  • Independently handle travel arrangements.

  • Arrange for audio-visual and teleconference equipment.

  • Track and compile expense receipts and prepare monthly expense reports.

  • Order office supplies, process purchase orders and invoice requests.

  • Photocopy, fax and file.

  • Typically prepares and formats multiple interoffice communications, e-mail, letters, reports, and confidential documents.

  • Screen e-mail and prepare appropriate basic correspondence on behalf of account managers and sales executives. Drafts standard/ recurring correspondence for account manager and sales executive approval.

  • Prepare and distribute meeting agendas.

  • Typically maintains databases, information systems and process requirements for the sales and account management team. Establish and maintain databases specific to the sales and account management team.

  • Complete data entry; format and produce standard reports.

  • Perform system activities in relation to packet orders, contract changes, and other activities not supported by the customer account team (CAT).

  • Track, monitor and reconcile data, collaborating with other dept staff.

  • Follow-up on action items to meet deadlines.

  • Typically serves as sales and account management liaison between the customer account team (CAT) and other internal departments and/or brokers.

  • Meet regularly with team to discuss and keep manager apprised of important issues and dept matters.

  • Effectively communicate to all levels of management, peers, and purchasers.

  • Communicate critical issues between customer account team and sales and account management team.

  • Assess urgency of situation and determine and executive appropriate course of action.

  • Work with internal KP departments to achieve a high level of purchaser satisfaction.

  • May coordinate and facilitate new member orientation.

  • If Medicare: Assist Sales Executive and brokers/customers with pre/post sales support and account implementation. Demonstrate adequate product, service and rating knowledge to effectively respond to broker/client issues. Reviews lead demographic data to ensure completeness and lead is qualified to enroll based upon Medicare eligibility, residence, and enrollment period.

Minimum Qualifications:

  • Associates degree OR two (2) years of experience in telemarketing, customer service in an office setting, claims, or marketing.

  • Minimum three (3) years of administrative experience.

  • Minimum one (1) year of experience in sales and marketing or the healthcare industry.
Preferred Qualifications:

  • Previous experience with business systems.
  • Working knowledge of and experience with employee group benefits, underwriting processes, healthcare products, and contracts.
Primary Location: Georgia,Atlanta,Regional Office - 9 Piedmont Additional Locations:

Rockville Regional Offices, 2101 E. Jefferson St., Rockville,Maryland, 20852
Scheduled Weekly Hours: 40 Shift: Day Workdays: Mon, Tue, Wed, Thu, Fri Working Hours Start: 08:30 AM Working Hours End: 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: Entry Level Department: Po/Ho Corp - HP PROD MGMT-NATL ACCTS - 7016 Travel: Yes, 5 % of the Time Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. 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, other distinguishing characteristics of diversity and inclusion, or any other protected status.