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Kaiser Permanente Associate Account Manager I, Small Business Group in Portland, Oregon

Manage business processes that support achieving and maintaining optimal business position in order to sustain and grow membership. Provide support to group Account Management client servicing functions and preparation of information to existing accounts to ensure deadlines are met and a timely response given to inquiries. Create sales opportunities through targeted external customer facing enrollment activities, effective relationships with brokers/consultants and front line benefit contacts, to increase membership, build support for KP, and enhance group customer loyalty and retention. Monitor and maintain data integrity within sales systems, accounts and book of business in order to improve external communication, sales performance, and book of business management.

Essential Responsibilities:

  • Track, monitor and ensure that contracts, pricing and membership accounting have accurate information and implement the negotiated terms of the final renewal.

  • Manage the process of resolving complicated and sensitive employer-initiated concerns in order to build purchaser loyalty and retain membership.

  • Understand parameters established by account manager for developing the RFP.

  • Coordinate the flow of information in order to keep the process moving to meet strategic objectives.

  • Through ongoing account contacts, identify situations that may signal opportunities for growth for KP (e.g. business acquisition) and alert account manager.

  • Identify and act on enrollment opportunities including: presentations; benefit fairs; health fairs; and Q & A sessions and inform open enrollment specialist/strategist about potential enrollment opportunities.

  • Identify and report trends and or systematic issues within a book-of-business as they become apparent and provide solutions and possible opportunities for growth.

  • Use competitive SWOT HCR data to inform of risk and opportunity.

  • Identify knowledge network key resources and link capability to account strategy and service issues.

  • Participate in Account Strategy sessions and work on targeted accounts in conjunction with the Account Manager.

  • Act as the primary point of contact for group customer contacts as related to contracts, benefits, rates or renewal activities.

  • Understand the customers business and business challenges.

  • Build and establish credibility by demonstrating knowledge of each customers unique benefit package.

  • Educate customers about added services.

  • May engage in face-to-face customer meetings to help facilitate positive relationships and gain feedback necessary to collaborate and properly assess needs, as applicable.

  • Employ appropriate sales systems to accurately maintain account information.

  • Ensure accurate enrollment process, payment arrangements and contract is understood, agreed to and met.

  • Collect specific business information and competitive data required for other account strategies by established deadlines.

  • Ensure accurate and complete data is entered into correct business applications.

  • Review data and alert account manager to outliers or potential problems.

  • Ensure timely submission of reports as directed by the account manager.

  • If Small Business Unit:

  • Accountable for business processes and administrative requirements to support assigned accounts.

  • Establish and maintain relationships with front line business owners in support of assigned Account Manager.

  • Assist with in-field demonstrations and teachings to employers and brokers on KP online technology to facilitate maximization of all KP online tools.

  • Explain and negotiate complex underwriting methodology with client and advisors.

Basic Qualifications:


  • Associates degree OR two (2) years of experience in telemarketing, customer service in an office setting, claims, or marketing.

License, Certification, Registration:

  • Accident and Health Insurance License (in location where applicable) within 3 months of hire

Preferred Qualifications:

  • One (1) year of experience in marketing, business development, and/or managing business to business relationships, sales, account management or health plan administration in the healthcare or health insurance industry.

  • Background experience in brokerage/consultant, insurance carrier, TPA, or benefits administration provides an advantage.

  • One (1) year of experience with employee group benefits.

  • One (1) year of experience in underwriting processes, healthcare products, and contracts.

Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.

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 and state laws, as well as applicable local ordinances, including but not limited to the San Francisco and Los Angeles Fair Chance Ordinances.


TITLE: Associate Account Manager I, Small Business Group

LOCATION: Portland, Oregon


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.