Sales Representative I, Medicare

Kaiser Permanente; Folsom (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Kaiser Permanente is seeking a sales-focused professional to support the development and execution of competitive Medicare strategy and retention activities. The role emphasizes delivering a positive customer experience for Medicare members and collaborating across teams to meet sales targets with guidance from leadership.

Responsibilities include building relationships with brokers and customers, managing routine tasks, and contributing to strategic initiatives using market data.

Qualifications

• High School Diploma or GED or equivalent.
• 1 year of experience in a corporate or business office environment, including internships.
• Preferred: 1 year of project management experience.
• Preferred: 1 year in health care or another regulated industry.

Responsibilities

• Build effective relationships with colleagues and customers, providing timely feedback and support.
• Follow procedures to complete routine tasks, escalate risks, and meet deadlines.
• Deliver high-quality customer service by understanding health plan options and KPIs.
• Advocate for process improvements and help ensure sales objectives are met on time and within budget.
• Generate prospective sales by organizing enrollment activities and engaging key influencers and brokers.
• Contribute to strategic development by analyzing data and market trends to drive sales plans.

Skills

Communication

Problem Solving

Sales

Attention to Detail

Cross-Group Collaboration

Negotiation

Presentation Skills

Relationship Building

Decision Making

Adaptability

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Job Summary:

In addition to the responsibilities listed below, this position is also responsible for assisting in the development and implementation of competitive sales strategy and retention activities for Medicare markets, with detailed guidance; providing a positive experience to customers with Medicare following detailed instructions; supporting collaboration within teams to support customer needs for Medicare markets; and executing sales for Medicare markets with detailed guidance from a supervisor; and meeting routine goals for sales and retention of Medicare markets.

Essential Responsibilities:

• Pursues effective relationships with others by sharing information with coworkers and members. Listens to and addresses performance feedback. Pursues self-development; acknowledges strengths and weaknesses, and takes action. Adapts to and learns from change, challenges, and feedback. Responds to the needs of others to support a business outcome.
• Completes routine work assignments by following procedures and policies and using data, and resources with oversight and management. Collaborates with others to address business problems; escalates issues or risks as appropriate; communicates progress and information. Adheres to established priorities, deadlines, and expectations. Identifies and speaks up for improvement opportunities.
• Ensures a high level of customer service is provided by: helping to identify appropriate solutions based on lead/prospect/customer needs in fulfillment of performance and service quality goals, as well as the KP mission, with detailed instructions; exhibiting basic knowledge about various health plans and benefits to leads/prospects/customers and brokers/consultants to convey KPs unique value proposition; and helping to resolve standard lead/prospect/customer questions or issues in a timely manner with detailed guidance.
• Serves as an advocate for process improvement by: identifying solutions for overcoming obstacles to sales initiative progress and ensuring objectives are met on time and/or within budget with detailed guidance; acting as a sales subject matter expert by participating in work groups, as selected, to meet department objectives, and identify new and improve existing process-related initiatives, systems, and practices with detailed instructions; applying routine methods/processes for the continuous improvement of tools, technology, and processes to optimize effectiveness; utilizing basic knowledge of Federal and State laws, regulations, contracts and rulings and escalating issues or risks to compliance; utilizing basic knowledge to track performance trends and articulate the performance update consistent with the strategy, along with story behind what is occurring, with detailed guidance; and contributing to group installation and/or member enrollment processing to ensure that all critical milestones are met.
• Generates prospective sales by: helping to organize open enrollment events, and preparing material for formal presentations to prospective customers with detailed guidance; utilizing routine protocols to build relationships with key influencers, brokers, consultants, decision makers, and/or community groups to support new business opportunities and prospective customers; exhibiting basic knowledge on prospecting, sourcing, and developing and maximizing referral networks to build own book of business; collecting and/or submitting materials/forms for incoming business opportunities with detailed instructions; using routine protocols to work with key influencers, brokers, consultants, decision-makers, and/or community groups and successfully win new leads/prospects/customers by conveying the value of enrollment, with detailed guidance; and completing tasks as assigned to maintain and use new applicable and relevant resources such as the sales database, reports, media, and industry intelligence, on sales prospects with detailed guidance, and providing updates to the team.
• Contributes to strategic development by: developing strategy to meet annual sales targets, goals, and initiatives, with detailed instructions; helping to gather data for sales status reports including sales activity, follow-up, closings, and target achievement; utilizing research and basic knowledge of health care marketplace to articulate internal sales strategies and drive external sales with detailed guidance; gathering, analyzing, and applying data on competitor, customer, and industry trends related to sales strategy with detailed guidance from a supervisor; assisting team members in using sales performance data to maximize performance and develop insights and basic sales strategies to accomplish sales plans; and collaborating with team members on optimal offering conditions and/or market segmentation (e.g., benefits, pricing) to drive internal negotiations and sales strategy, with detailed guidance.

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)

• Accountability
• Adaptability
• Advising and Managing Partners
• Compliance Management
• Coordination
• Creativity
• Embracing Challenges
• Goal Setting
• Innovative Mindset
• Interpersonal Skills
• Key Performance Indicators
• Microsoft Office
• Negotiation
• Organizational Skills
• Persuasion
• Presentation Skills
• Relationship Building
• Sales Management
• Sales Opportunity Orchestration
• Sales/Partnership Strategy and Techniques
• Trusted Advisor

Minimum Qualifications:

• High School Diploma or GED, or equivalent OR minimum one (1) year of experience working in a corporate or business office environment, which can include relevant internship experience.

Preferred Qualifications:

• One (1) year of experience in project management.
• One (1) year of experience in health care or another heavily regulated industry (e.g., Banking).