Job Summary:

Supports account strategy including data collection and assisting with team communications with customer, consultants, brokers, and/or channel partners. Addresses basic customer questions and concerns. Develops knowledge of account activities, including plan execution, systems and administration, negotiations, presentations, rate, and product/benefits. Supports KP sales and retention goals by making progress on key performance indicators (KPIs) and maintaining the customer relationship management (CRM) platform.

Essential Responsibilities:

+ Works with others within work team to obtain and share basic information. Listens and addresses performance feedback; provides feedback to team members. Learns new relevant knowledge and skills; acknowledges strengths and weaknesses based on career goals and takes action to leverage / improve them. Adapts to change, challenges, and feedback with moderate guidance. Responds to the needs of others to support completion of routine work tasks. + Follows detailed, daily instructions to complete routine tasks with moderate supervision. Collaborates with others within ones team to address routine and some non-routine task issues; communicates status and escalates more complex issues. Adheres to established priorities, deadlines, and expectations. Identifies and speaks up for improvement opportunities within ones team. + Supports a positive customer experience and market turnaround expectations by: building and maintaining administrative relationships with customers, consultants, brokers, and/or channels by working with cross-team peers to provide and obtain basic information to support contract, benefit/service, and renewal activities; following broad guidance to address and resolve routine and some non-routine customer, consultant, broker, and/or channel partner questions and concerns; completing standard assigned tasks with a moderate degree of supervision to support Request for Renewal (RFR) responses and engagement strategies; partnering with engagement team/specialist to coordinate engagement programs (e.g., open enrollment) with a moderate degree of supervision; and providing accurate information including basic knowledge of products, benefits/services offerings, and pricing models when assisting customers, consultants, brokers, and/or channels.

Knowledge, Skills and Abilities:

(Core) + Ambiguity/Uncertainty Management + Attention to Detail + Business Knowledge + Communication + Critical Thinking + Cross-Group Collaboration + Decision Making + Dependability + Diversity, Equity, and Inclusion Support + Drives Results + Facilitation Skills + Health Care Industry + Influencing Others + Integrity + Learning Agility + Organizational Savvy + Problem Solving + Short- and Long-term Learning & Recall + Teamwork +

Topic-Specific Communication Minimum Qualifications:

+ High School Diploma or GED, or equivalent AND minimum one two (2) years of experience working in a corporate or business office environment OR minimum three (3) years of experience working in a corporate or business office environment. + Accident and Health Insurance License (California) within 3 months of hire

Preferred Qualifications:

+ Bachelor's degree in Marketing, Finance, Business Administration, or a directly related field. + Health Insurance License in state(s) where applicable.

COMPANY:

KAISER TITLE

Account Management Associate

II LOCATION

San Jose, California

REQNUMBER

1437399 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. 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