Sales Services Associate IV, National - Business Services
Kaiser Permanente
Description: Salary Range: $32.50/hour - $42.04/hour
Job Summary:
This role will manage the Request for Proposal (RFP), Summary of Benefit and Coverage, Confirmations, and Installations for multi-market customers, and maintain timely delivery of rates and benefits and contract audits to meet or exceed customer and/or prospect expectations.
In addition to the responsibilities listed below, this individual contributor position is also responsible for ensuring enterprise-wide efficiency, accuracy, and timeliness in driving successful, customer-focused key performance indicators. This may include, but is not limited to leading audits of benefit, rate and structure accuracy at the market and subgroup level; collaborating with internal functional partners to research and resolve issues; contributing to root cause analysis to identify process improvement opportunities; adapting to process improvement; and identifying and escalating issues as appropriate.
Essential Responsibilities:
Pursues effective relationships across teams and/or the organization to obtain and share resources, information, and advice with coworkers and members. Listens to, addresses, and seeks performance feedback; acts as a mentor for less experienced team members. Pursues self-development; creates plans to capitalize on strengths and develop weaknesses; reviews others work to help them learn. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in work; helps others adapt to non-routine situations. Identifies and responds to the needs of others to support the execution of varied work processes.
Works within established procedures and practices to complete routine work assignments autonomously; follows instructions to complete novel or varied tasks. Collaborates with others to identify and implement appropriate solutions for routine and non-routine issues; escalates high-priority issues or risks; monitors progress and results. Supports the development of work plans to meet established priorities, deadlines, and expectations. Identifies, speaks up, and implements ways to address improvement opportunities within and across teams.
Contributes to the administration of benefits and products by: implementing routine and non-routine internal business processes related to the benefits and product offering that Sales and Account Management teams are presenting to customers; contributing to and identifying appropriate information on the proposed health insurance benefits and product offerings and recommending resolutions for follow-up questions with cross-team peers; and utilizing advanced knowledge of benefits policies to ensure that all alternate benefit requests meet benefit requirements and state and federal regulatory requirements.
Assists in effective communication practices by: attending and participating in external and/or internal engagements and assisting team members and managers making formal presentations to various audiences; seeking and providing guidance on general information to ensure that other team members are informed and up to date on important information and influencing events; and utilizing advanced knowledge when completing assigned tasks to assist in developing content and communications to align messages or to advance the sale.
Helps ensure sales data are used advantageously by: applying relevant processes and procedures to assist with small-scale and medium-scale data entry, reconciliation, and processing in various applicable departmental systems as appropriate to ensure integrity and reliability in data; and utilizing non-routine and standard processes to conduct analyses for reporting on lead/prospect/customer accounts, sales, channels, activities, and/or events to inform the teams strategic recommendations (e.g., membership and account trends) and action plans.
Contributes to a positive lead/prospect/customer and/or channel partner experience by: developing protocols and strategies to build upon and leverage existing relationships with internal stakeholders, lead/prospect/customer, channel partners, and third-party administrator (TPA) to demonstrate value and build commitment independently; reviewing data about lead/prospect/customer and/or channel partner needs, independently reviewing data on customers needs, and identifying solutions that link to KPs mission, vision and values, service quality, and current product and service offerings; utilizing advanced knowledge of the relevant products, services, and ratings to respond to, encourage, and educate leads/prospects/customers, brokers, and consultants about added services and product enhancements in new, non-routine, and varied situations; and collaborating between teams to identify opportunities to better meet the needs of leads/prospects/customers and/or channel partners.
Contributes to project management efforts by: following pre-established plans for project logistics (e.g., process enhancement initiatives),including time and resource management, and quality checks, with some guidelines; collaborating within team, with cross-team, and sometimes cross-organization peers to meet deadlines, applying relevant processes and procedures to resolve new, varied, and non-routine lead/prospect/customer and/or channel partner questions, and escalating critical issues and discrepancies when needed; developing routine protocols to partner with others when reviewing goals, deliverables, and key milestones for project components; completing self-directed tasks to support in the strategic direction of projects and executing action plans independently; and applying routine, non-routine, and varied methods/processes for the continuous improvement of tools, technology, and processes to optimize effectiveness.
Supports the sales process execution efforts by: reviewing and processing incoming lead/prospect/customer and/or channel partner information for Sales Account and Management colleagues; assisting the team to execute all address non-routine, new, and varied business processes related to lead/prospect/customer and/or channel partner requests; supporting and contributing to the communication of information on progress, process, and requirements for lead/prospect/customer and/or channel partner information in a timely manner; independently applying strategies to align lead/prospect/customer and/or channel partner requests and engagement strategies to address non-routine, new, and varied challenges; and participating in the maintenance and development of comprehensive and compelling responses to lead/prospect/customer and/or channel partner requests which effectively position, differentiate, brand, and promote KPs diverse range of products and services.
Minimum Qualifications:
Minimum three (3) years account service experience and/or case installation/implementation within the health insurance industry.Minimum one (1) year of experience with employee group benefits.High School Diploma or GED, or equivalent AND minimum three (3) years of experience working in a corporate or business office environment, which can include relevant internship experience OR Minimum four (4) years of experience working in a corporate or business office environment.
Additional Requirements:
Preferred Qualifications:Two (2) years group insurance experience.One (1) year of experience in underwriting processes, healthcare products and/or contracts.
Job Summary:
This role will manage the Request for Proposal (RFP), Summary of Benefit and Coverage, Confirmations, and Installations for multi-market customers, and maintain timely delivery of rates and benefits and contract audits to meet or exceed customer and/or prospect expectations.
In addition to the responsibilities listed below, this individual contributor position is also responsible for ensuring enterprise-wide efficiency, accuracy, and timeliness in driving successful, customer-focused key performance indicators. This may include, but is not limited to leading audits of benefit, rate and structure accuracy at the market and subgroup level; collaborating with internal functional partners to research and resolve issues; contributing to root cause analysis to identify process improvement opportunities; adapting to process improvement; and identifying and escalating issues as appropriate.
Essential Responsibilities:
Pursues effective relationships across teams and/or the organization to obtain and share resources, information, and advice with coworkers and members. Listens to, addresses, and seeks performance feedback; acts as a mentor for less experienced team members. Pursues self-development; creates plans to capitalize on strengths and develop weaknesses; reviews others work to help them learn. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in work; helps others adapt to non-routine situations. Identifies and responds to the needs of others to support the execution of varied work processes.
Works within established procedures and practices to complete routine work assignments autonomously; follows instructions to complete novel or varied tasks. Collaborates with others to identify and implement appropriate solutions for routine and non-routine issues; escalates high-priority issues or risks; monitors progress and results. Supports the development of work plans to meet established priorities, deadlines, and expectations. Identifies, speaks up, and implements ways to address improvement opportunities within and across teams.
Contributes to the administration of benefits and products by: implementing routine and non-routine internal business processes related to the benefits and product offering that Sales and Account Management teams are presenting to customers; contributing to and identifying appropriate information on the proposed health insurance benefits and product offerings and recommending resolutions for follow-up questions with cross-team peers; and utilizing advanced knowledge of benefits policies to ensure that all alternate benefit requests meet benefit requirements and state and federal regulatory requirements.
Assists in effective communication practices by: attending and participating in external and/or internal engagements and assisting team members and managers making formal presentations to various audiences; seeking and providing guidance on general information to ensure that other team members are informed and up to date on important information and influencing events; and utilizing advanced knowledge when completing assigned tasks to assist in developing content and communications to align messages or to advance the sale.
Helps ensure sales data are used advantageously by: applying relevant processes and procedures to assist with small-scale and medium-scale data entry, reconciliation, and processing in various applicable departmental systems as appropriate to ensure integrity and reliability in data; and utilizing non-routine and standard processes to conduct analyses for reporting on lead/prospect/customer accounts, sales, channels, activities, and/or events to inform the teams strategic recommendations (e.g., membership and account trends) and action plans.
Contributes to a positive lead/prospect/customer and/or channel partner experience by: developing protocols and strategies to build upon and leverage existing relationships with internal stakeholders, lead/prospect/customer, channel partners, and third-party administrator (TPA) to demonstrate value and build commitment independently; reviewing data about lead/prospect/customer and/or channel partner needs, independently reviewing data on customers needs, and identifying solutions that link to KPs mission, vision and values, service quality, and current product and service offerings; utilizing advanced knowledge of the relevant products, services, and ratings to respond to, encourage, and educate leads/prospects/customers, brokers, and consultants about added services and product enhancements in new, non-routine, and varied situations; and collaborating between teams to identify opportunities to better meet the needs of leads/prospects/customers and/or channel partners.
Contributes to project management efforts by: following pre-established plans for project logistics (e.g., process enhancement initiatives),including time and resource management, and quality checks, with some guidelines; collaborating within team, with cross-team, and sometimes cross-organization peers to meet deadlines, applying relevant processes and procedures to resolve new, varied, and non-routine lead/prospect/customer and/or channel partner questions, and escalating critical issues and discrepancies when needed; developing routine protocols to partner with others when reviewing goals, deliverables, and key milestones for project components; completing self-directed tasks to support in the strategic direction of projects and executing action plans independently; and applying routine, non-routine, and varied methods/processes for the continuous improvement of tools, technology, and processes to optimize effectiveness.
Supports the sales process execution efforts by: reviewing and processing incoming lead/prospect/customer and/or channel partner information for Sales Account and Management colleagues; assisting the team to execute all address non-routine, new, and varied business processes related to lead/prospect/customer and/or channel partner requests; supporting and contributing to the communication of information on progress, process, and requirements for lead/prospect/customer and/or channel partner information in a timely manner; independently applying strategies to align lead/prospect/customer and/or channel partner requests and engagement strategies to address non-routine, new, and varied challenges; and participating in the maintenance and development of comprehensive and compelling responses to lead/prospect/customer and/or channel partner requests which effectively position, differentiate, brand, and promote KPs diverse range of products and services.
Minimum Qualifications:
Minimum three (3) years account service experience and/or case installation/implementation within the health insurance industry.Minimum one (1) year of experience with employee group benefits.High School Diploma or GED, or equivalent AND minimum three (3) years of experience working in a corporate or business office environment, which can include relevant internship experience OR Minimum four (4) years of experience working in a corporate or business office environment.
Additional Requirements:
Preferred Qualifications:Two (2) years group insurance experience.One (1) year of experience in underwriting processes, healthcare products and/or contracts.
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