Sales & Account Management Specialist II, Engagement

Kaiser Permanente; Pasadena (CA); Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Sales & Account Management Specialist to enhance customer engagement and retention. This role involves building effective relationships with customers and brokers, coordinating enrollment events, and implementing strategies to meet sales goals. The ideal candidate will possess a blend of marketing knowledge and interpersonal skills, allowing them to educate clients on offerings and drive business growth. Join this dynamic team and contribute to a mission that prioritizes customer satisfaction and community health. If you are passionate about making a difference in the healthcare sector, this opportunity is perfect for you.

Qualifications

• Bachelor's degree in Marketing or Business Administration or 3 years of relevant experience.
• Accident and Health Insurance License (California) required within 3 months of hire.

Responsibilities

• Build relationships with brokers and customers to enhance service offerings.
• Coordinate local enrollment meetings to attract and retain customers.
• Collaborate with the team to identify growth opportunities and support sales goals.

Skills

Storytelling

Negotiation

Event Planning

Interpersonal Skills

Sales Operations

Education

Bachelor's degree in Marketing

Bachelor's degree in Business Administration

3 years of experience in marketing or business development

Tools

Data Entry

Job description

Note: Work location is remote (e.g. home address), per KP’s Authorized States Policy - Employees may be required to travel to a KP or customer site. Residence required in the primary location: 99 S. Oakland Ave., Pasadena, California 91101

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:

1. 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.
2. 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.
3. 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.
4. 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.
5. 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 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:

1. 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.
2. 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.

COMPANY: KAISER

TITLE: Sales & Account Management Specialist II, Engagement

LOCATION: Pasadena, California

REQNUMBER: 1336211

External 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.