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PEO Field Manager

Company: Kaiser Permanente
Location: Burbank
Posted on: January 25, 2023

Job Description:

The National Accounts PEO Field Manager is an individual contributor level role focused on account specific field engagement and membership growth efforts on an assigned PEO book of business working in multiple regions. The position has three key areas of focus:

  • Develop and execute account specific sales engagement strategies for member acquisition and retention
  • Flexibility in providing field support for unique growth opportunities
  • Tracking and reporting out plan progress Essential Responsibilities:
  • Develop and Execute Account Specific Sales Engagement Strategies for Member Acquisition and Retention: Collaborate with the PEO Director and EAM to support PEO Strategic Account Plans (SAP). Develop and execute plans on field engagement and sales support that align to the SAP. Accountable for working with assigned national PEO customer base to train and educate PEO sales representatives on KP parity pricing policies and differentiators of KP integrated delivery system (ie. Care delivery, technology and tools, health and wellness, education, etc.) in order to achieve sales goals. Develop a culture of collaboration and partnership with PEO sales representatives and other key internal/external partners. Create credibility with PEO sales and service teams by demonstrating knowledge of each PEO customers unique benefit package and builds awareness about added services. Assist in identifying PEO prospect's needs and recommend appropriate solutions that link Kaiser Permanente mission, vision and values, key care management initiatives, and current service initiatives. Work with PEO service teams of assigned customer base to develop retention and in group membership growth strategies.
  • Flexibility in Providing Field Support for Unique Growth Opportunities: Onsite engagement with PEOs sales and service teams customers executing specific activities as assigned. Participate in industry related associations and organization activities.
  • Tracking and Reporting Out Plan Progress: Completed plans on all assigned accounts that align with SAP objectives and goals and includes political mapping of each PEOs sales and service teams in all KP regions. SalesConnect tracking for face-to-face meetings and plan progress metrics. Work closely with internal KP colleagues (underwriting, PEO Business Consultant, large group AM, EAM) to process and manage large group break out PEO quote requests. Share competitive information across the PEO team. Identify key competitors and trends in the PEO marketplace. Seek opportunities for improving Kaiser Permanentes image and visibility in the PEO industry. Minimum Qualifications:
  • Minimum four (4) years in sales, account management, health plan administration or related experience.
  • If Occupational Health: Minimum four (4) years of experience in workers compensation processes, products, and contracts.
  • Bachelors degree in marketing, finance, business administration or related degree OR four (4) years of sales, account management, health plan administration or related experience.
  • If Occupational Health: Bachelors degree in finance, business administration,risk management and insurance, nursing OR four (4) years of experience in business development, risk management, and/or insurance.
  • Experienced in meeting individual business objectives.
  • Outstanding customer service skills with the ability to articulate and respond to highly complex issues.
  • Advanced computer and analytic skills, including experience creating client presentations using Microsoft Office programs and use of client databases.
  • Excellent verbal and written communication skills.
  • Excellent interpersonal, presentation, and persuasion skills.
  • Effective account management skills.
  • Expertise in handling difficult client issues related to health plan services, policies and procedures.
  • Complete understanding of and experience with employee group benefits.
  • Knowledge of health care industry, understanding of current/future trends and changes in laws/regulations.
  • Knowledge and understanding of competitors strengths, weaknesses and strategies.
  • If Occupational Health: Expertise in handling difficult client issues related to workers compensation services, policies and procedures.
  • If Occupational Health: Knowledge of occupational health care industry, understanding of current/future trends and changes in laws/regulations. Preferred Qualifications:
  • Three (3) years of experience in strategic planning dealing with high-levels of issue complexity.
  • Three (3) years of experience working with senior-level managers and demonstrating progressively increasing responsibility for relationship management and consultation.
  • Three (3) years of experience in underwriting processes, healthcare products, and contracts.
  • Two (2) years of experience in the health care industry.
  • If Labor and Trust: One (1) year of experience managing labor and trust relationships.
  • MHA, MPH, or MBA. COMPANY: KAISERTITLE: PEO Field ManagerLOCATION: Burbank, CaliforniaREQNUMBER: 1111077External 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.

Keywords: Kaiser Permanente, Burbank , PEO Field Manager, Executive , Burbank, California

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