[Hiring] Engagement Specialist II - Sales & Account Management @Kaiser Permanente

Role Description

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.
• Utilizing working knowledge to educate end-users on offerings to increase wellness.

Essential Responsibilities:

• 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.
• 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.
• Contributes to a positive customer experience by implementing standard protocols to build new and leverage existing relationships with brokers, channels, and customers.
• 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.
• Utilizing working knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements.
• Gathering information on service failure trends or process improvement opportunities to better meet customer needs.
• 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.
• Supporting efforts within the team in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting, and training coordination.
• 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.
• Implementing standard protocols to identify cross-sell and up-sell opportunities.

Qualifications

• 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.
• Health Insurance License (Oregon) within 3 months of hire.
• Disability Insurance License (Washington) within 3 months of hire.