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Sales & Account Management (Blended) Specialist III, Engagement - Bilingual

Kaiser Permanente
San Diego, California
Full-time

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 proactively providing resources, information, advice, and expertise with coworkers and members.
  • Listens to, seeks, and addresses performance feedback; provides mentoring to team members. Pursues self-development; creates plans and takes action to capitalize on strengths and develop weaknesses;
  • influences others through technical explanations and examples. Adapts to and learns from change, challenges, and feedback;

demonstrates flexibility in approaches to work; helps others adapt to new tasks and processes. Supports and responds to the needs of others to support a business outcome.

Completes work assignments autonomously by applying up-to-date expertise in subject area to generate creative solutions;

ensures all procedures and policies are followed; leverages an understanding of data and resources to support projects or initiatives.

Collaborates cross-functionally to solve business problems; escalates issues or risks as appropriate; communicates progress and information.

Supports, identifies, and monitors priorities, deadlines, and expectations. Identifies, speaks up, and implements ways to address improvement opportunities for team.

  • Contributes to a positive customer experience by : implementing standard and non-standard protocols to build new and leverage existing relationships with brokers, channels and customers to demonstrate value and build commitment independently;
  • gathering data on standard and non-standard customer needs, and identifying solutions linking KP mission, vision and values, key quality measures, key care management initiatives, and current services initiatives independently;
  • utilizing comprehensive foundational knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in standard and non-standard situations;

and identifying and escalating service failure trends or process improvement opportunities to team and managers to better meet customer needs.

  • Facilitates the enrollment and implementation process by : conducting local and regional enrollment meetings to win new and retain current customers;
  • applying standard and non-standard protocols to serve as an advocate for customer needs during the membership enrollment and implementation process independently;

and supporting efforts across teams 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 plans for new products, benefits offerings, or pricing models to address customer needs independently;
  • utilizing comprehensive foundational 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 standard and non-standard business objectives for membership, revenue and margin; collecting and analyzing performance data to inform account strategy and identify and escalate potential issues;

and utilizing marketing and technical resources to achieve account plan objectives.

  • Contributes to sales goal attainment by : collaborating with the team to find new opportunities to grow customer base to new or growing markets;
  • maintaining the prospect database and targeted prospect profiles to inform strategic planning; collaborating within the team to contribute to product and plan design, quote, and Request for Proposal (RFP);

providing standard and non-standard recommendations to the team to inform forecasting and pricing independently; and implementing standard and non-standard protocols to increase cross-sell and up-sell opportunities.

Minimum Qualifications :

Bachelors degree in Marketing, Finance, Business Administration, or related degree AND two (2) years of experience in marketing, business development, managing business-to-business relationships, or directly related field OR minimum five (5) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field.

Additional Requirements :

  • Knowledge, Skills, and Abilities (KSAs) : Storytelling; Corporate Partnerships; Negotiation; Product Strategy; Sales Opportunity Orchestration;
  • Sales Performance Data; Sales / Partnership Strategy and Techniques; Business Planning; Business Process Improvement; Event Planning;
  • Compliance Management; Creativity; Data Entry; Benefits / Services; Benefits / Services Presentations; Interpersonal Skills;

Brand Strategy; Commercial Marketing; Business Development; Clinical Selling Expertise; Sales Operations; Goal Setting; Member Service

Bilingual (English / Spanish) Level II required

Notes :

Must successfully pass or have passed the bilingual test (within the last 12 months), or be active in the QBS program.

Preferred Qualifications :

  • Two (2) years of experience working in a large matrixed organization.
  • Two (2) years of externally facing sales experience.
  • Health Insurance License in state(s) where applicable.
  • Two (2) years of experience in the health insurance industry.
  • 30+ days ago
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