Sales & Account Management Specialist II, Engagement

Kaiser Permanente; Corona (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Kaiser Permanente in Corona, CA is seeking a marketing-focused professional to promote growth and retention for our member base. You will implement enrollment activities, coordinate events with limited guidance, and educate end-users on our wellness offerings.

From coordinating broker relationships to supporting product and service enhancements, you will leverage your KSAs to drive customer value and business outcomes within a large healthcare network.

Qualifications

• Bachelor’s degree or minimum three years in marketing, business development, or related field.
• California Accident and Health Insurance License within 3 months of hire.
• KSAs include storytelling, partnerships, negotiation, event planning, data entry, interpersonal skills, product strategy and sales operations.

Responsibilities

• Foster effective relationships by sharing resources and knowledge; support performance feedback and development.
• Execute enrollment and implementation processes; coordinate local enrollment meetings and serve as advocate for customer needs.
• Assist in growing the customer base and informing strategic planning through data gathering and analysis.
• Support project execution by aligning offerings with quality measures and care management initiatives.
• Collaborate on proposals, quotes, and RFPs; help forecast pricing and identify cross-sell opportunities.

Skills

Storytelling

Corporate partnerships

Sales opportunity orchestration

Negotiation

Event planning

Data entry

Interpersonal skills

Product strategy

Sales operations

Sales performance data

Sales/partnership strategy

Member service

Education

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

Job description

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.

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 Insurance License (California) within 3 months of hire

Additional Requirements:

• Knowledge, Skills, and Abilities (KSAs): Storytelling; Corporate Partnerships; Sales Opportunity Orchestration; Negotiation; Event Planning; Data Entry; Interpersonal Skills; Product Strategy; Sales Operations; Sales Performance Data; Sales/ Partnership Strategy and Techniques; Member Service

Preferred Qualifications:

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