Note: Work location is remote (e.g. home address), per Kaiser Permanente-s Authorized States Policy - Employees may be required to travel to a Kaiser Permanente or customer site. Residency required in the primary location: 711 Kapiolani Blvd., Honolulu, Hawaii 96813
Job Summary:
Completes assigned tasks to support account strategy including supporting 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 immediate work group to obtain basic information. Listens to and addresses performance feedback. Learns fundamental knowledge and skills; acknowledges strengths and weaknesses. Adapts to change and feedback with significant guidance. Responds to the needs of others as directed to support completion of routine work tasks.
- Follows clearly defined procedures and well-defined, specific instructions to complete routine tasks with significant guidance. Collaborates with others within ones team to address basic task issues; communicates status and escalates more complex issues. Adheres to established processes, procedures, and deadlines, with guidance. Identifies and speaks up for improvement opportunities within own work.
- 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 obtain basic information to support contract, benefit/service, and renewal activities; following detailed instructions to address and resolve basic customer, consultant, broker, and/or channel partner questions and concerns; completing basic prescribed tasks with a close 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 close 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.
Minimum Qualifications:
- High School Diploma or GED, or equivalent OR minimum one (1) year of experience working in a corporate or business office environment.
- Accident and Health or Sickness Insurance License (Hawaii) within 3 months of hire
Additional Requirements:
- Knowledge, Skills, and Abilities (KSAs): N/A
Preferred Qualifications:
- Bachelor's degree in Marketing, Finance, Business Administration, or a directly related field.
- Health Insurance License in state(s) where applicable.
