Engagement Specialist II, Sales & Account Management

Kaiser Permanente International; Honolulu (HI); Remote; USD 75,000 - 110,000; Full time

Job summary

Kaiser Permanente in Honolulu, HI is seeking a marketing and business development professional to support growth and retention for our book of business. The role focuses on coordinating enrollment events, educating end-users on offerings, and building strong relationships with brokers, channels, and customers.

You will work with cross-functional teams to develop product strategies, gather market data, and assist in forecasting and pricing with limited guidance.

Qualifications

• Bachelor's degree in Marketing, Business Administration, or a directly related field or minimum three years of experience in marketing, business development, managing B2B relationships, or a related field.
• Hawaii Accident and Health or Sickness Insurance License within 3 months of hire.

Responsibilities

• Pursues effective relationships by sharing resources and knowledge with coworkers and members.
• Completes work by applying up-to-date knowledge to meet deadlines and follow policies with limited guidance.
• Contributes to a positive customer experience by building relationships with brokers, channels and customers and educating on offerings.
• Facilitates enrollment and implementation by coordinating local enrollment meetings and serving as an advocate for customer needs.
• Contributes to sales goals by supporting data collection, forecasting, pricing, and cross-sell opportunities.

Skills

Ambiguity/Uncertainty Management

Attention to Detail

Business Knowledge

Communication

Critical Thinking

Cross-Group Collaboration

Decision Making

Dependability

Diversity, Equity, and Inclusion

Drives Results

Facilitation Skills

Health Care Industry

Influencing Others

Integrity

Learning Agility

Organizational Savvy

Problem Solving

Teamwork

Topic-Specific Communication

Education

Bachelor's degree in Marketing, Business Administration, or related field

Accident and Health or Sickness Insurance License (Hawaii)

Tools

CRM software

Microsoft Office Suite

Job description

Note: Work location is remote (e.g. home address), per Kaiser Permanente-s Authorized States Policy, Employees may be required to travel to a Kaiser Permanente or customer site. Residency required in the primary location: 711 Kapiolani Blvd., Honolulu, Hawaii 96813

Job Summary:

In addition to the responsibilities listed above, this position is also responsible for implementing standard and non-standard protocols to participate in programs/activities to promote growth and retention for book of business; coordinating open enrollment events with limited guidance; and utilizing working knowledge to educate end-user on offerings to increase wellness.

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.
• Contributes to a positive customer experience by: implementing standard protocols to build new and leverage existing relationships with brokers, channels and customers to demonstrate value and build commitment with limited guidance; gathering data on standard customer needs, and providing recommendations linking KP mission, vision and values, key quality measures, key care management initiatives, and current services initiatives with limited guidance; utilizing working knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in standard situations; and gathering information on service failure trends or process improvement opportunities to better meet customer needs.
• Facilitates the enrollment and implementation process by: coordinating local enrollment meetings to win new and retain current customers; implementing standard protocols to serve as an advocate for customer needs during the membership enrollment and implementation process with limited guidance; and supporting efforts within the team in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting and training coordination with limited guidance.
• Contributes to sales goal attainment by: collaborating with the team to gather data on opportunities to grow customer base to new or growing markets; ensuring accuracy of the of prospect database and targeted prospect profiles to inform strategic planning; supporting the team to develop product and plan design, quote, and Request for Proposal (RFP); providing standard recommendations to inform forecasting and pricing with limited guidance; and implementing standard protocols to identify cross-sell and up-sell opportunities.

Knowledge, Skills and Abilities: (Core)

• Ambiguity/Uncertainty Management
• Attention to Detail
• Business Knowledge
• Communication
• Critical Thinking
• Cross-Group Collaboration
• Decision Making
• Dependability
• Diversity, Equity, and Inclusion Support
• Drives Results
• Facilitation Skills
• Health Care Industry
• Influencing Others
• Integrity
• Learning Agility
• Organizational Savvy
• Problem Solving
• Short- and Long-term Learning & Recall
• Teamwork
• Topic-Specific Communication

Knowledge, Skills and Abilities: (Functional)

• Corporate Partnerships
• Storytelling
• Data Entry
• Event Planning
• Interpersonal Skills
• Member Service
• Negotiation
• Product Strategy
• Sales Operations
• Sales Opportunity Orchestration
• Sales Performance Data
• Sales/Partnership Strategy and Techniques

Minimum Qualifications:

• Bachelors degree in Marketing, Business Administration, or a directly related field OR minimum three (3) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field.
• Accident and Health or Sickness Insurance License (Hawaii) within 3 months of hire

Preferred Qualifications:

• One (1) year of experience in the health insurance industry.
• One (1) year of experience working in a large matrixed organization.