Account Management II

Account Management II - Small Group - East Bay

Hybrid

· Fremont, CA, US

· Hayward, CA, US

· Oakland, CA, US

· San Francisco, CA, US

· San Leandro, CA, US

· Walnut Creek, CA, US

Permanent | Req ID: 1074676

Insurance

Salary: USD $69,800 – $80,000 / yr

Candidate Pre-Screen Questions

*1. Are you aware that after your candidate is accepted they will be required to complete an application on KPs Career page. Only upon completion of this application can your candidate be considered.

Yes

No

*2. Has your candidate ever worked for KP, or are they currently working for KP, in any capacity or in any location? This includes via an agency, temporary work, contract work, etc.

Yes

No

* 3. Give an example of how you provided service to a client/stakeholder beyond their expectations? How did you build business to business relationships (100 words or less)0 of 2000

What are the 3-4 non-negotiable requirements of this position?

Communications Skills Healthcare Background Life and Health License in CA Relationship Building experience

What are the nice-to-have skills?

The ability to be a team player

Describe how this position fits in your organization.

Integral part in maintaining and increasing membership

What is exciting about this opportunity? Please include team and company culture.

This is a key role that play a signification part in the success of Kaiser Permanente to maintain and increase membership within our Small Group

Is there additional variable compensation?

Sales Incentive Bonus Target - $37,300

There is a possibility for sponsorship.

No

There is equity in this position.

No

Is relocation available?

No

Is this a new position, or a backfill?

Backfill

This position has direct reports.

No

Work hours are flexible.

No

Job description

Responsible for retention, increased membership, and the sale of new products and services for existing accounts in assigned book of business to achieve membership, revenue and margin targets. Creates and executes a business plan that positions KP to optimize our opportunities across book of business. Develops and implements marketing/account/book of business strategies which enhance Kaiser Permanentes position in the market. Leads the work of account teams and account support to ensure the execution of effective sales strategies. Develops strategic partnerships to optimize account growth.

Essential Responsibilities:

• Develops and executes account and/or book of business plans to ensure attainment of book-specific goals.
• Develops open enrollment strategies to achieve growth targets.
• Meets or exceeds assigned retention and growth targets for existing accounts in assigned Book of Business.
• Positions the organization competitively to ensure optimal membership growth and to protect against losses.
• Uses pricing and products to anticipate and to create opportunities for growth which may include effective use of the revenue investment funds or other alternative options to support business targets.
• Identifies, capitalizes and closes on cross sell opportunities.
• Analyzes and improves the risk position in a group.
• Develops 365 strategies and Open Enrollment engagement plans to achieve growth targets.
• Collaborates with stakeholders to develop and execute territory and account management sales plans and strategies.
• Identifies and prioritizes target accounts/agencies, developing specific account plans, and directing daily activities to achieve account goals.
• Effectively manages all aspects of the regional renewal process including administration functions, negotiations and customer presentations.
• Obtains, utilizes and accurately analyzes key competitive data for management in a timely manner that facilitates achieving desired account results.
• Identifies and analyzes current industry and competitor trends, and applies knowledge of marketplace to account planning processes.
• Identifies and coordinates marketing, management and technical resources to achieve existing account sales plan objectives.
• Recommends and negotiates the strategy and changes with customers by offering a range of tailored options to meet the various needs of all constituents.
• Collaborates with Sales Executives/Manager to maintain positive relationships with external stakeholders.
• Builds and maintains broker and/or channel partnerships to increase business potential.
• Continuously engages customers and/or channels to understand KPs value from the customers point of view and strategically align our capabilities to fill their needs.
• Ensures that account data is current, accurate and complete on internal sales tracking system(s).
• Internal work includes the creation of strategic documents and tracking progress towards identified goals in Sales Connect.
• Develops and executes demonstrations and training to teach employers, brokers and/or agency contacts KP online technology to maximize of all KP online tools.
• Effectively leverages use of supporting staff including Associate Account Managers to optimize sales execution and time management between membership and employer focused activities.
• Supports National Accounts in ensuring successful execution of systems, processes, by working with key departmental interfaces and partners within the region, as applicable.
• If Occupational Health:
• Collaborates on the development of ongoing strategies and engagement plans to achieve growth targets.

Qualifications:

Minimum Qualifications:

• Minimum three (3) years of experience in marketing, business development, and/or managing business to business relationships.
• If Occupational Health: Minimum three (3) years of experience in workers compensation processes, products, and contracts.
• Bachelors degree in marketing, finance, business administration or related degree OR four (4) years of experience in marketing, business development, and/or managing business to business relationships.
• If Occupational Health: Bachelors degree in finance, business administration,risk management and insurance, nursing OR four (4) years of experience in business development, risk management, and/or insurance.
• Proven track record of meeting individual business objectives.
• Strong customer service skills with the ability to articulate and respond to complex issues.
• Strong computer and analytic skills, including experience creating client presentations using Microsoft Office programs and use of client databases.
• Effective verbal and written communication skills.
• Strong interpersonal, presentation, and persuasion skills.
• Effective account management skills.
• Excellent customer service phone skills.
• Ability to multi-task in a fast paced environment and a quick learner of key information.
• Collaborative work style.
• If Occupational Health: Expertise in handling difficult client issues related to workers compensation services, policies and procedures.
• If Occupational Health: Working knowledge of and experience with employee group benefits.
• If Occupational Health: Knowledge of occupational health care industry, understanding of current/future trends and changes in laws/regulations.

Preferred Qualifications:

• Two (2) years of experience in sales, account management or health plan administration in health care industry.
• Two (2) years of experience in underwriting processes, healthcare products and contracts.

Background experience in brokerage/consultant, insurance carrier, TPA, or benefits administration provides an advantage

Job Type: Full-time

Salary: $70,607.53 - $80,832.19 per year

Benefits:

• 401(k)
• 401(k) matching
• Cell phone reimbursement
• Company car
• Dental insurance
• Disability insurance
• Employee assistance program
• Employee discount
• Employee stock purchase plan
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Mileage reimbursement
• Paid time off
• Paid training
• Parental leave
• Travel reimbursement
• Tuition reimbursement
• Vision insurance
• Work from home

Experience level:

• 10 years
• 11 years
• 5 years
• 6 years
• 7 years
• 8 years
• 9 years

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Education:

• Bachelor's (Preferred)

Experience:

• healthcare industry (Required)
• Accounting (Preferred)
• insurance (Required)

License/Certification:

• Health License in CA Relationship Building experience (Required)

Work Location: On the road

Salary : $70,608 - $80,832