Customer Experience Consultant II
Oakland, CaliforniaOur sales and account management team drives our mission of providing high-quality, affordable health care services to improve the lives of our members and communities. Working for an industry leader in health care, you’ll be provided with the tools to help you grow in your career and make a difference with the work you do each day. We’re pioneering preventive medicine, conducting comprehensive research, and advancing integrated care, and our sales and account management team forges our story and connects us to those we serve.
- Job Type: Full-time
- Job Level: Individual Contributor
- Travel: No
- Glassdoor Reviews and Company Rating
Success Profile
These are the traits of the most successful members of our sales and account management team.
- Communicator
- Entrepreneurial
- Persuasive
- Strategic
- Mission Driven
- Tenacious
What Our People Say
Nicole
District Sales Manager
“I started with Kaiser Permanente more than 18 years ago with one thought in mind: I wanted a career, and thankfully I found exactly what I was looking for and more. I enjoy working for Kaiser Permanente because my contributions to the organization are recognized; I am not a doctor or a nurse, but I believe the work I do each day does make a difference in the lives of our members and communities. Kaiser Permanente’s commitment to their employees is astounding!”
Kelsey
Senior Account Manager
“Kaiser Permanente is a welcoming and collaborative environment. The organization does a great job of showing how much the staff is valued, which is evident in their focus on equity and inclusion and work-life balance. I am proud to work for an organization that ensures I have the support and tools I need to be successful in my role, as well as ample opportunities for professional growth. I feel valued as an employee of Kaiser Permanente.”
Maya
Area Director
“At Kaiser Permanente I am continually growing and learning, there’s always enough variety to keep me engaged and enough repetition to ensure I’m knowledgeable in all areas should a question or challenge arise. I love being in a position where I can impact professional lives, build a sales culture, and interact with the marketplace on a regular basis. I believe the Kaiser Permanente genuinely wants me to succeed and they always provide the support needed to ensure that success.”
Jilzy
Associate Account Manager II
“In my current role I am constantly collaborating with my managers, the account managers they support, and ultimately the members we serve. I am frequently challenged with new opportunities and projects, which has allowed me to grow into being a valued partner with ideas that are respected and implemented. Being part of Kaiser Permanente feels like being part of a family. I have colleagues that foster my growth, invest in my development, and care about me both personally and professionally.”
Benefits
Our compensation and benefits are designed to help you and your family stay healthy and thrive in and beyond work.
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Medical, Vision, & Dental
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Retirement Plans
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Educational Opportunities & Tuition Reimbursement
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Career Growth & Development
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Generous Incentives, Awards, & Recognition
Our Culture
- We feature a collaborative approach to work that includes supporting and driving each other to greater success.
- Here, you’ll find opportunities for networking, mentoring, skill building, and leadership training.
- Our teams are a richly diverse and tight-knit community that offers opportunities for outreach, healthy lifestyles, and more.
- Everyone has access to tools and training opportunities that allow you to grow in your career and build relationships.
Our Mission
Customer Experience Consultant II
Navigating the Hiring Process
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Manage the execution of internal business processes, in one or multiple regions and across multiple cross functional teams, to meet market requirements for quality, accuracy and timeliness in an efficient and effective manner. Serve as the responsible party and central point of contact to collaborate with all internal functional partners to research and resolve internal inquiries or issues and member/customer inquiries or issues.
- Manage the execution and coordination of all internal regional business processes related to the Request for Proposal (RFP).
- Lead and drive the request for status quo, alternate and moderately complex renewals for National Account customers.
- Ensure all alternate benefit requests meet regional benefit requirements and state and federal regulatory requirements; if alternate benefit requests do not meet regional/state/federal requirements make recommendations to the Regional Account Manager (AM) and on strategy and/or planning calls, as appropriate, in alignment with strategy.
- Execute, as necessary, any regional processes required for benefit exceptions if requested.
- Partner and collaborate with regional and National Underwriting (UW) and follow regional processes in support of getting rates for status quo and alternate benefit requests.
- Partner with National Proposal Development (NPD) and Underwriting (UW) to ensure benefits and rates are accurate.
- Escalate any concerns for meeting critical deadlines to Regional Account Management (RAM) and National Account Team in a timely manner.
- Audit final RFP submission documents for accuracy and completeness. Escalate as necessary and/or secure RAM approval.
- Confirm that regional global benefit changes are included in RFP submission.
- Hold critical functional partners accountable to meet deadlines and escalate to RAM as needed.
- Manage execution of all internal regional business processes related to the Summary of Benefits and Coverage (SBC) for Fully Insured AND Self-Funded KP Account business.
- Distribute complete and accurate final SBC to National Account Team.
- Act as central point of contact for regional SBC follow-up questions.
- Validate benefits and cost shares on draft SBC document received from regional SBC teams.
- Hold critical functional partners accountable to meet deadlines and escalate to NA Regional AM as needed.
- Lead and manage the execution of all internal regional business processes related to Confirmation and Installation Seasons.
- Review and validate the accuracy of the final confirmed provisions and rates template.
- Execute regionally required processes to begin installation of sold renewal.
- Responsible for managing, updating and collaborating with NAAMs to ensure an accurate Standardized Account Structure template is available in each region.
- Partner with Case Installation when they are assigned (including Expert Team Meeting call).
- Conduct regional clean-up/audit of unsold custom benefit builds as confirmations are received.
- Hold critical functional partners accountable to meet deadlines and escalate to RAM in a timely manner as needed.
- QA and submit documents that inform what goes into regional membership systems ensuring cross-functional down-stream partners have accurate documentation to be able to generate critical documents.
- Complete comprehensive QA post-installation to ensure all downstream (internal and external) outcomes and experiences are positive, mitigate re-work, reduce potential investments, and ensure excellent member experience at the point of service.
- Provide excellent service; pursue exceptional outcomes; deliver timely and accurate resolution of requests; and act as a collaborative influencer utilizing effective communication.
- Serve as responsible party and central point of contact to collaborate with internal functional partners to research and resolve member/customer inquiries or issues.
- Consult with Regional AM to resolve internal inquiries or issues when internal partners are compromising the quality of work.
- Serve as the primary point person for National Account Team and internal partners if RAM is in the field.
- Partner with Underwriting to assist in resolving rate issues; complete root cause analysis and communicate/share learnings.
- Manage regional processes and complete necessary documents to execute activities for group breakaways and break-ins.
- Lead and drive all processes and appropriate documentation for group merger, acquisition, and transfer activity resulting in a seamless transition for groups, consultants, and members.
- Train and mentor new Regional AAM staff.
- Minimum of three (3) years account service experience and/or case installation/implementation within the health insurance industry.
- Minimum of one (1) year of project/program management experience.
- Bachelors degree in business administration or health care administration or related degree OR four (4) years of experience in a directly related field.
- High School Diploma or General Education Development (GED) required.
- N/A
- Technical experience in on or more of the following areas: provider billing, claims administration, provider relations, provider contracting, revenue cycle finance, and data analytics.
- Experience working with large groups/National Accounts.
- Broad knowledge of health insurance market.
- Knowledge of health plan administration and operational needs for complex health insurance products, including self-funding and private exchange.
- Strong interpersonal skills.
- Proficient in all Microsoft Word programs.
- Technically savvy - comfortable working with a diverse number of systems and tools.
- Strong time management and organizational skills.
- Able to manage multiple moderately complex high demanding priorities.
- Comfortable working within a team environment that requires consistent process management.
- Five (5) years account service experience and/or case installation/implementation within the health insurance industry.
- Two (2) years group insurance experience.
- One (1) year of experience in underwriting processes, healthcare products and contracts.
- Possess and maintain a high level of knowledge of current / future trends and changes in healthcare/health insurance laws/regulations.
- Knowledge of Kaiser Permanente and the products offered.
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. Submit Interest
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