Sales & Account Management (Blended) Specialist IV, Engagement
Kaiser Permanente
Description: Salary Range: $35.14/hour - $45.48/hour
Job Summary:
Essential Responsibilities:
Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.
Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.
Contributes to a positive customer experience by: developing moderately complex strategies to build new and leverage existing relationships with brokers, channels and customers to demonstrate value and build commitment independently; utilizing moderately complex strategies for assessing customer needs, and providing solutions linking KP mission, vision and values, key quality measures, key care management initiatives, and current services initiatives; utilizing advanced knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in moderately complex situations; and defining and reporting service failure trends or process improvement opportunities to team and managers to better meet customer needs.
Facilitates the enrollment and implementation process by: developing moderately advanced strategy for winning new and retaining current customers at local and regional enrollment meetings; applying moderately complex strategies to serve as an advocate for customer needs during the membership enrollment and implementation process independently; and supporting teams within a function in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting and training coordination independently.
Contributes to the development of sales strategy by: designing and recommending plans for new products, benefits offerings, or pricing models to address customer needs independently; utilizing advanced knowledge of health care market to analyze industry trends, and competitor products, offerings, and pricing models to provide lessons learned and strategic recommendations independently; executing an account plan to meet moderately challenging business objectives for membership, revenue and margin; monitoring performance trends to develop account strategy and identify and mitigate potential issues; and coordinating marketing and technical resources across teams to achieve account plan objectives.
Contributes to sales goal attainment by: implementing moderately complex strategies to grow customer base to new or growing markets; utilizing the prospect database and targeted prospect profiles to contribute to strategic planning; collaborating across teams to deliver product and plan design, quote, and Request for Proposal (RFP); providing moderately complex formal recommendations to team and managers to inform forecasting and pricing independently; and developing moderately complex strategies to increase cross-sell and up-sell opportunities.
Minimum Qualifications:
Minimum two (2) years of experience in group health care benefits sales, account management, and/or implementation, or a directly related field.Minimum one (1) year of experience in a leadership role with or without direct reports.Bachelors degree in Marketing, Finance, Business Administration, or related degree AND four (4) years of experience in marketing, business development, managing business-to-business relationships, or directly related field OR minimum seven (7) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field.
Accident and Health Insurance License (Colorado) within 3 months of hire Additional Requirements:
Knowledge, Skills, and Abilities (KSAs): Storytelling; Corporate Partnerships; Negotiation; Business Planning; Business Process Improvement; Compliance Management; Creativity; Benefits/Services; Benefits/Services Presentations; Brand Strategy; Commercial Marketing; Business Development; Clinical Selling Expertise; Product Strategy; Sales Opportunity Orchestration; Sales Performance Data; Sales/ Partnership Strategy and Techniques; Goal Setting; Event Planning; Health Care Policy; Data Entry; Interpersonal Skills; Market Research; Marketing; Product Performance; Sales Operations; Member Service
Job Summary:
In addition to the responsibilities listed above, this position is also responsible for developing and implementing moderately complex strategies to facilitate programs/activities to promote growth and retention for book of business; facilitating in open enrollment events; and utilizing advanced knowledge to educate end-user on offerings to increase wellness.
Essential Responsibilities:
Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.
Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.
Contributes to a positive customer experience by: developing moderately complex strategies to build new and leverage existing relationships with brokers, channels and customers to demonstrate value and build commitment independently; utilizing moderately complex strategies for assessing customer needs, and providing solutions linking KP mission, vision and values, key quality measures, key care management initiatives, and current services initiatives; utilizing advanced knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in moderately complex situations; and defining and reporting service failure trends or process improvement opportunities to team and managers to better meet customer needs.
Facilitates the enrollment and implementation process by: developing moderately advanced strategy for winning new and retaining current customers at local and regional enrollment meetings; applying moderately complex strategies to serve as an advocate for customer needs during the membership enrollment and implementation process independently; and supporting teams within a function in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting and training coordination independently.
Contributes to the development of sales strategy by: designing and recommending plans for new products, benefits offerings, or pricing models to address customer needs independently; utilizing advanced knowledge of health care market to analyze industry trends, and competitor products, offerings, and pricing models to provide lessons learned and strategic recommendations independently; executing an account plan to meet moderately challenging business objectives for membership, revenue and margin; monitoring performance trends to develop account strategy and identify and mitigate potential issues; and coordinating marketing and technical resources across teams to achieve account plan objectives.
Contributes to sales goal attainment by: implementing moderately complex strategies to grow customer base to new or growing markets; utilizing the prospect database and targeted prospect profiles to contribute to strategic planning; collaborating across teams to deliver product and plan design, quote, and Request for Proposal (RFP); providing moderately complex formal recommendations to team and managers to inform forecasting and pricing independently; and developing moderately complex strategies to increase cross-sell and up-sell opportunities.
Minimum Qualifications:
Minimum two (2) years of experience in group health care benefits sales, account management, and/or implementation, or a directly related field.Minimum one (1) year of experience in a leadership role with or without direct reports.Bachelors degree in Marketing, Finance, Business Administration, or related degree AND four (4) years of experience in marketing, business development, managing business-to-business relationships, or directly related field OR minimum seven (7) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field.
Accident and Health Insurance License (Colorado) within 3 months of hire Additional Requirements:
Knowledge, Skills, and Abilities (KSAs): Storytelling; Corporate Partnerships; Negotiation; Business Planning; Business Process Improvement; Compliance Management; Creativity; Benefits/Services; Benefits/Services Presentations; Brand Strategy; Commercial Marketing; Business Development; Clinical Selling Expertise; Product Strategy; Sales Opportunity Orchestration; Sales Performance Data; Sales/ Partnership Strategy and Techniques; Goal Setting; Event Planning; Health Care Policy; Data Entry; Interpersonal Skills; Market Research; Marketing; Product Performance; Sales Operations; Member Service
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