Call-in/On-Call Enrollment Specialist III

Kaiser Permanente; San Mateo (CA); On-site; USD 60,000 - 100,000; Full time

Job description

Note: Work location is on-site with flexibility and the primary location will be in-office for meetings. Residence required in the primary location state - San Mateo, California

Job Summary:

This position is responsible for attending employer, community, and open enrollment events on an on-call basis to educate members and prospects on KP products; delivering formal presentations to employees and prospective members; independently monitoring and reporting on enrollment performance data and discrepancies; serving as an informational resource for sales and account management teams on KP health plans and benefit offerings; utilizing comprehensive foundational knowledge of KP health plans and benefit offerings to facilitate formal presentations to prospective members; and resolving customers' standard and non-standard questions and concerns about benefits and services.

Essential Responsibilities:

• Pursues effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and members. Listens to, seeks, and addresses performance feedback; provides mentoring to team members. Pursues self-development; creates plans and takes action to capitalize on strengths and develop weaknesses; influences others through technical explanations and examples. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; helps others adapt to new tasks and processes.
• Completes work assignments autonomously by applying up-to-date expertise in subject area to generate creative solutions; ensures all procedures and policies are followed; collaborates cross-functionally to solve business problems; escalates issues or risks as appropriate; communicates progress and information.
• Contributes to a positive customer experience by implementing standard and non-standard protocols to build new and leverage existing relationships with brokers, channels, and customers to demonstrate value and build commitment independently; gathering data on customer needs, and identifying solutions linking KP mission, vision, and values.
• Facilitates the enrollment and implementation process by conducting local and regional enrollment meetings to win new and retain current customers; applying standard and non-standard protocols to serve as an advocate for customer needs during the membership enrollment and implementation process.
• Contributes to the development of sales strategy by designing plans for new products, benefits offerings, or pricing models to address customer needs independently; analyzing industry trends and competitor products to provide strategic recommendations.
• Contributes to sales goal attainment by collaborating with the team to find new opportunities to grow customer base; maintaining the prospect database and collaborating within the team to contribute to product and plan design.

Minimum Qualifications:

• Bachelor's degree in Marketing, Finance, Business Administration, or related degree AND two (2) years of experience in marketing, business development, managing business-to-business relationships, or directly related field OR minimum five (5) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field.
• Accident and Health Insurance License (California) within 3 months of hire.

Additional Requirements:

• Knowledge, Skills, and Abilities (KSAs): Corporate Partnerships; Storytelling; Negotiation; Product Strategy; Sales Opportunity Orchestration; Sales Performance Data; Business Planning; Event Planning; Compliance Management; Creativity; Benefits/Services; Interpersonal Skills; Brand Strategy; Business Development; Clinical Selling Expertise; Sales Operations; Goal Setting; Member Service.