Account Manager II - Small Group

Account Manager II - Small Group at Kaiser Permanente

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campaign-Day company_name-Account-Management hours_per_week-40 industry-NUE-PO-01|NUE|Non-Union-Employee job_level-Individual-Contributor job_status-Regular job_type-Standard salary_relocation-Full-time travel-Yes,-25-%-of-the-Time custom_fields.EEO-Kaiser-Permanente-is-an-equal-opportunity-employer-committed-to-fair,-respectful,-and-inclusive-workplaces.-Applicants-will-be-considered-for-employment-without-regard-to-race,-religion,-sex,-age,-national-origin,-disability,-veteran-status,-or-any-other-protected-characteristic-or-status. custom_fields.ReqID-1394431 custom_fields.Shift-Day custom_fields.Field1-Sales-&-Account-Management custom_fields.Field2-Mon,-Tue,-Wed,-Thu,-Fri custom_fields.Reindex-2 custom_fields.MHSTheme-No custom_fields.PayBasis-Yearly custom_fields.PayRange-$80600---$104280-/-year custom_fields.Specialty-Account-Management custom_fields.Department-Small-Group custom_fields.jobtitleLI-Account-Manager-II---Small-Group---1394431 custom_fields.leadership-no custom_fields.CFSalaryLow-80600 custom_fields.HawaiiTheme-Sales-&-Account-Management custom_fields.JobSchedule-Full-time custom_fields.PostAddress-California,San-Jose,San-Jose-Building-1 custom_fields.ShiftFilter-Day custom_fields.customtheme-Sales-&-Account-Management custom_fields.CFSalaryHigh-104280 custom_fields.LocationName-Program-Offices custom_fields.SchemaHiring-Kaiser-Permanente custom_fields.LocationValue-Program-Offices custom_fields.employeegroup-NUE-PO-01|NUE|Non-Union-Employee custom_fields.WorkerLocation-Flexible custom_fields.employeestatus-Regular custom_fields.WorkingHoursEnd-04:00-PM custom_fields.JobScheduleField-Full-time custom_fields.WorkingHoursStart-08:00-AM custom_fields.PrefQualification1-

• Minimum-Qualifications:
• Bachelors-degree-in-Marketing,-Finance,-Business-Administration,-or-a-directly-related-field-OR-minimum-three-(3)-years-of-experience-in-sales,-customer-service,-telemarketing,-account-management,-health-plan-administration,-insurance,-or-a-directly-related-field.
• Accident-and-Health-Insurance-License-(California)-within-3-months-of-hire
• -Additional-Requirements:
• Knowledge,-Skills,-and-Abilities-(KSAs):-Customer-Experience;-Member-Service;-Benefits/Services;-Benefits/Services-Presentations
• Preferred-Qualifications:
• One-(1)-year-of-experience-in-group-health-care-benefits-sales,-account-management,-and/or-implementation,-or-a-directly-related-field.
• Health-Insurance-License-in-state(s)-where-applicable.

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Account Manager II - Small Group

Primary Location San Jose, California Schedule Full-time Shift Day Salary $80600 - $104280 / year

Job Number 1394431 Date Posted 01/23/2026

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Client service area located in San Jose/Santa Cruz. Must reside in Northern California

Job Summary:

Implements standard sales and retention strategy for health insurance or workers compensation accounts with guidance from a supervisor. Utilizes opportunities, resources, technology tools, and customer performance data (e.g., cost utilization, financial, clinical) to meet competitive revenue and growth targets with coaching from a supervisor. Builds and maintains relationships with customers, consultants, brokers, and/or channel partners, including providing information and foundational product knowledge, and resolving or escalating concerns. Builds foundational knowledge of customer businesses and develops account strategies in alignment with customer goals. Collaborates internally and externally to develop account strategy, including supporting communication, and recommending solutions to customers. Follows best practices and established timelines to execute sales and renewals, including administration, negotiations, presentations, rate, product and benefits with guidance from a supervisor. Is accountable for Key Performance Indicators (KPIs) to support the sustained growth and competitive position of KP in the market.

Essential Responsibilities:

• Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members. Listens to, addresses, and seeks performance feedback. Pursues self-development; acknowledges strengths and weaknesses based on career goals and takes appropriate development action to leverage / improve them. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. Assesses and responds to the needs of others to support a business outcome.
• Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports the completion of priorities, deadlines, and expectations. Identifies and speaks up for ways to address improvement opportunities.
• Provides a positive customer experience within market turnaround expectations by: building and maintaining strategic relationships with customers, consultants, brokers, and/or channels while acting as the KP representative to monitor contract, benefit/service, and renewal activities; demonstrating foundational product knowledge when educating customers, consultants, brokers, and/or channel partners, resolving any questions or concerns; building a working understanding of prospect or customer business to ensure that Request for Renewal (RFR) response and engagement strategies are in alignment with customer goals; partnering with engagement team/specialist to coordinate engagement programs (e.g., member wellness) with coaching from a supervisor; and providing accurate information including recommendations for new products, benefits/services offerings, and pricing models to address customer, consultant, broker, and/or channel needs with coaching from a supervisor.
• Demonstrates commitment to KP sales and retention goals by: implementing standard strategies to meet or exceed targets for retention and growth for accounts in the Book of Business; documenting progress on Key Performance Indicators (KPIs) and maintaining updated Customer Relationship Management (CRM) platform with coaching from a supervisor; and supporting the sustained growth and competitive position of KP in the market.
• Contributes to the execution of sales and renewals by: supporting the RFR process end-to-end, following established timelines and best practices; supporting standard sales and renewals including administration, negotiations, and presentations and rate product and benefit/service validation; following up on contracts, pricing, and membership accounting to implement the negotiated terms for sales and renewals; and identifying cross-sell and upsell opportunities to increase growth and retention.

Minimum Qualifications:

• Bachelors degree in Marketing, Finance, Business Administration, or a directly related field OR minimum three (3) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field.
• Accident and Health Insurance License (California) within 3 months of hire

Additional Requirements:

• Knowledge, Skills, and Abilities (KSAs): Customer Experience; Member Service; Benefits/Services; Benefits/Services Presentations

Preferred Qualifications:

• One (1) year of experience in group health care benefits sales, account management, and/or implementation, or a directly related field.
• Health Insurance License in state(s) where applicable.

Primary Location: California,San Jose,San Jose Building 1 Scheduled Weekly Hours: 40 Shift: Day Workdays: Mon, Tue, Wed, Thu, Fri Working Hours Start: 08:00 AM Working Hours End: 04:00 PM Job Schedule: Full-time Job Type: Standard Worker Location: Flexible Employee Status: Regular Employee Group/Union Affiliation: NUE-PO-01|NUE|Non Union Employee Job Level: Individual Contributor Department: Small Group Pay Range: $80600 - $104280 / year Kaiser Permanente is committed to pay equity and transparency. The posted pay range is based on possible base salaries for the role and does not include the value of our total rewards package. Actual pay determined at offer will be based on years of relevant work experience, education, certifications, skills and geographic location along with a review of current employees in similar roles to ensure that pay equity is achieved and maintained across Kaiser Permanente. Travel: Yes, 25 % of the Time Flexible: Work location is on-site at a KP location, with the flexibility to work from home. Worker location must align with Kaiser Permanente's Authorized States policy. Kaiser Permanente is an equal opportunity employer committed to fair, respectful, and inclusive workplaces. Applicants will be considered for employment without regard to race, religion, sex, age, national origin, disability, veteran status, or any other protected characteristic or status.

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