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Kaiser Permanente

Integrated healthcare provider and payer platform

Account Management Associate 2

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timePleasanton, CA, USANo salary listed

About the Job

Requirements

  • High school diploma or GED, or equivalent, and at least two years of experience working in a corporate or business office environment, or at least three years of experience working in a corporate or business office environment.
  • Obtain a California Accident and Health Insurance License within three months of hire.

Responsibilities

  • Support account strategy through data collection and team communications with customers, consultants, brokers, and channel partners.
  • Address basic customer questions and concerns and develop knowledge of account activities, including plan execution, systems and administration, negotiations, presentations, rates, and product and benefits.
  • Support sales and retention goals by progressing key performance indicators and maintaining the customer relationship management platform.
  • Work with the team to obtain and share basic information, address and respond to feedback, learn relevant knowledge and skills, adapt to change and feedback, and support routine work tasks.
  • Follow detailed daily instructions to complete routine tasks, collaborate to address routine and some non-routine task issues, communicate status, escalate complex issues, meet priorities and deadlines, and identify team improvement opportunities.
  • Build and maintain administrative relationships with customers, consultants, brokers, and channel partners, providing and obtaining basic information to support contract, benefit/service, and renewal activities.
  • Address and resolve routine and some non-routine questions and concerns from customers, consultants, brokers, and channel partners.
  • Complete assigned tasks to support Request for Renewal responses and engagement strategies.
  • Partner with engagement teams or specialists to coordinate engagement programs, such as open enrollment.
  • Provide accurate information about products, benefits and services, and pricing models to customers, consultants, brokers, and channel partners.

Desired Qualifications

  • A bachelor's degree in Marketing, Finance, Business Administration, or a directly related field.
  • A health insurance license in applicable states.

About the Company

Kaiser Permanente

Integrated healthcare provider and payer platform

Kaiser Permanente runs an integrated healthcare platform that lets members manage and pay medical, premium, and pharmacy bills online. It serves Medicare Advantage, Individual and Family, and non-employer plans, offering options to pay as a guest or set up payment plans. The platform works by presenting a centralized online portal where users can view bills, choose how to pay, and handle multiple types of charges in one place. Revenue comes from premiums and medical services fees, while the service aims to reduce administrative work for both providers and patients and encourage on-time payments. What sets Kaiser Permanente apart is its combination of healthcare services with a single billing experience across multiple plan types, focusing on a user-friendly, centralized payment process rather than handling billing through separate systems. Its goal is to provide a straightforward, reliable way for members to manage and pay their bills, improving convenience and payment timeliness.

Company size
10,001+
Company stage
Grant
Total funding
$7.5M
Headquarters
Oakland, CA
Founded
1945

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