Dynamic Associate Account Manager III at Kaiser Foundation Health Plan, Inc., skilled in customer relationship management and Salesforce. Proven track record in driving account renewals and enhancing client satisfaction through effective communication and cross-functional collaboration. Successfully resolved complex issues, fostering strong relationships and ensuring seamless transitions for clients.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Associate Account Manager III
Kaiser Foundation Health Plan, Inc
Burbank
08.2001 - 05.2023
Track, monitor and ensure contracts, pricing and membership accounting had accurate information and implement the negotiated terms of final renewal
Maintained accurate records of all sales activities within the Salesforce system.
Developed relationships with key customers, partners, and vendors.
Presented detailed proposals outlining solutions to prospective clients.
Resolved customer complaints quickly and professionally while maintaining positive relationships.
Identified potential cross-selling opportunities among existing accounts.
Provided customer service and support to existing accounts, addressed questions and concerns regarding products and service.
Onboarded new team members to integrate into organization.
Coordinated logistics for benefit packet shipments, and open enrollment meetings.
Assisted in gathering data for account reviews and presentations.
Maintained accurate records of customer information, collection of specific business information and competitive data required for account strategies.
Coordinated cross-functional multi-state teams to ensure successful renewals and ensure a single uniform presentation.
Acted as main point of contact in matters relating to client concerns and needs.
Renewed existing accounts by building relationships with clients.
Identify and act on enrollment opportunities inducing: presentation benefit fairs, health fairs, Q&A sessions and informed enrollment specialist about potential enrollment opportunities. Conducted enrollment meetings on an as needed basis.
Collaborated with Account Manager, drove RFP response process.
Coordinated new members transition of care into Kaiser Permanente.
Member Service Representative
Kaiser Permanente
Woodland Hills
05.1996 - 07.2001
Managed customer complaints in an efficient and courteous manner, providing excellent customer service.
Referred complex issues to management for resolution.
Greeted customers in a friendly and professional manner, provided benefit plan information, Medicare and Medi-cal
Presented and explained services and products to meet member needs.
Managed customer inquiries regarding medical claims
Sr. Manager, Hawaii, Colorado, Washington and SCAL Markets, Clinical Technology at Kaiser Foundation Health PlanSr. Manager, Hawaii, Colorado, Washington and SCAL Markets, Clinical Technology at Kaiser Foundation Health Plan
Member Services, Benefits Specialist at Kaiser Foundation Health Plan of the Mid-Atlantic StatesMember Services, Benefits Specialist at Kaiser Foundation Health Plan of the Mid-Atlantic States