Kaiser Permanente Account Management II - Small Groups in Walnut Creek, California
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.
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.
Minimum three (3) years of experience in marketing, business development, and/or managing business to business relationships.
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.
License, Certification, Registration:
Accident and Health Insurance License (in location where applicable) within 3 months of hire
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.
TITLE: Account Management II - Small Groups
LOCATION: Walnut Creek, California
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, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.