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Sales & Marketing

Communicating the Future of Care

Continually focused on advancement and improvement, our innovative sales and marketing professionals anticipate and respond to the ever-changing demands of our customers, members, regulators, and the marketplace.

Associate Account Manager III - Santa Ana

Location: Santa Ana, CA Additional Locations:
Job Number: 781366 Date posted: 04/19/2019
Description:

Manage business processes that support achieving and maintaining optimal business position in order to sustain and grow membership. Provide support to group Account Management client servicing functions and preparation of information to existing accounts to ensure deadlines are met and a timely response given to inquiries. Create sales opportunities through targeted external customer facing enrollment activities, effective relationships with brokers/consultants and front line benefit contacts, to increase membership, build support for KP, and enhance group customer loyalty and retention. Monitor and maintain data integrity within sales systems, accounts and book of business in order to improve external communication, sales performance, and book of business management.



Essential Responsibilities:

  • Track, monitor and ensure that contracts, pricing and membership accounting have accurate information and implement the negotiated terms of the final renewal with focus on the service area team performance.

  • Manage the process of resolving complicated and sensitive employer-initiated concerns in order to build purchaser loyalty and retain membership.

  • Drive the RFP response process end to end.

  • Through ongoing account contacts, identify situations that may signal opportunities for growth and alert account manager.

  • Identify and act on enrollment opportunities including: presentations; benefit fairs; health fairs; and Q&A sessions and inform open enrollment specialist/strategist about potential enrollment opportunities.

  • Identify and report trends and/or systematic issues within book-of-business as they become apparent and provide solutions and possible opportunities for growth.

  • Participate in Account Strategy sessions and work on large or tactically important targeted accounts in conjunction with the Account Manager.

  • Act as the primary point of contact for group customer contacts as related to contracts, benefits, rates or renewal activities.

  • Acquire and maximize credibility by demonstrating knowledge of each customer's unique benefit package.

  • Employ appropriate sales systems to accurately maintain account information.

  • Ensure accurate enrollment process, payment arrangements and contract is understood, agreed to and met.

  • Ensure rates, benefits and contracts meet internal requirements.

  • Collect specific business information and competitive data required for account strategies.

  • Review data and alert account manager to outliers or potential problems.

  • If Cross Regional/Multi-State:

  • Collaborate in the coordination of cross regional growth opportunities.

  • Participate in interregional account teams to coordinate renewals and ensure creation of single uniform presentation.

  • If National/Strategic:

  • Develop and execute 365 employee engagement and open enrollment plans with regional partners.

  • Manage resolution of customer and member service issues with regional teams.

  • If Occupational Health (CA):

  • Manage implementation of Occupational Health sales and account management process.

  • Track, monitor and ensure that contracts and pricing have accurate information and implement Terms with focus on service area team performance.

  • Partner with Account Manager/Sales Executive and knowledge network to ensure successful implementation of account strategies and resolution to service issues.

  • Act as the primary point of contact for group customer contacts as related to contracts, benefits, and rates activities.

  • Ensure accurate process, payment arrangements and contract is understood, agreed to and met.

  • Ensure rates and contracts meet internal requirements.

  • Basic Qualifications:

    Experience

  • Minimum four (4) years of experience in sales, telemarketing, customer service in an office setting, claims, or marketing.

  • Minimum three (3) years of experience in sales, account management or health plan administration in the healthcare or health insurance industry.

  • Education

  • Bachelor's degree in marketing, finance, business administration OR four (4) years of experience in sales, telemarketing, customer service in an office setting, claims, or marketing.

  • License, Certification, Registration

  • N/A



  • Additional Requirements:

  • Demonstrated record of meeting individual business objectives.

  • Experience using customer service skills with the ability to articulate and respond to issues.

  • Proficiency in computer and analytic skills.

  • Experience creating client presentations using Microsoft Office programs and use of client databases.

  • Proficiency in effective verbal and written communication skills.

  • Experience in strong interpersonal, presentation, and persuasion skills.

  • If Occupational Health (CA): Complete understanding of and experience with occupational health.

  • CA Accident and Health Insurance license required within 90 days of hire date.

  • If National Accounts or Stockton Telesales: All applicable state license(s) required within 90 days of hire date, as dictated by regional requirements.

  • If Medicare Sales Representative/Sales Managers/Enrollers: No license requirement.

  • If Occupational Health: No license requirements.



  • Preferred Qualifications:

  • Two (2) years of experience with employee group benefits.

  • Two (2) years of experience in underwriting processes, healthcare products, and contracts.

  • Demonstrated understanding of current/future trends and changes in healthcare/health insurance laws/regulations.

  • Demonstrated understanding of competitor's strengths, weaknesses and strategies.

  • Possesses and maintains a high level knowledge of Kaiser Permanente and the products offered.

  • If Occupational Health (CA): Two (2) years of experience with occupational health or workers' compensation.

  • If Occupational Health (CA): Two (2) years of experience in workers' compensation processes, healthcare products, and contracts.
  • Primary Location: California,Santa Ana,Xerox Building 1851 E. First St. 11th/12th Flr. Scheduled Weekly Hours: 40 Shift: Day Workdays: Mon, Tue, Wed, Thu, Fri Working Hours Start: 8:00 AM Working Hours End: 5:00 AM Job Schedule: Full-time Job Type: Standard Employee Status: Regular Employee Group/Union Affiliation: Non-Union, Non-Exempt Job Level: Individual Contributor Job Category: Sales and Marketing Department: Orange County Large Group Account Management 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.

    External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances, including but not limited to the San Francisco and Los Angeles Fair Chance Ordinances.

    About Sales & Marketing

    Careers In Sales & Marketing

    Apply your sales, account management, marketing, and product development skills as a member of our high-performing team. Kaiser Permanente's unique stance as an insurance provider and care delivery organization provides the key differentiation that rests at the core of our offering. This, coupled with an unwavering commitment to health advocacy and total health, drives our marketing and sales strategies — and it's what will set your career apart from the rest.

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