Job Description

*Applicants must reside in the San Francisco Bay Area and be willing to travel for client meetings in the region.

Job Summary:

In addition to the responsibilities listed below, this position is also responsible for developing and implementing moderately complex competitive sales and retention strategies for Multi-State accounts; providing a positive experience to customers with Multi-State accounts independently; facilitating change management for new tools and capabilities and providing expertise to support rollout; facilitating collaboration within teams to support customer needs for Multi-State accounts; executing sales and renewals for Multi-State accounts independently; and meeting moderately challenging goals for sales and retention of Multi-State accounts.

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.
• Ensures a positive customer experience within market turnaround expectations by: building and maintaining strategic relationships with customers, consultants, brokers, and/or channels while acting as the KP representative to facilitate contract, benefit/service, and renewal activities; demonstrating advanced product knowledge when educating customers, consultants, brokers, and/or channel partners, resolving complex questions or concerns; demonstrating an advanced understanding of prospect or customer business to ensure that Request for Renewal (RFR) response and engagement strategies are in alignment with customer goals; partnering with engagement team/specialist to monitor engagement programs (e.g., member wellness) independently; and providing accurate information including advanced recommendations for new products, benefits/services offerings, and pricing models to address customer, consultant, broker, and/or channel needs independently.
• Demonstrates commitment to KP sales and retention goals by: implementing moderately complex strategies to meet or exceed targets for retention and growth for accounts in the Book of Business; documenting progress on Key Performance Indicators (KPIs) and maintaining updated Customer Relationship Management (CRM) platform independently; and facilitating the sustained growth and competitive position of KP in the market.
• Contributes to the execution of sales and renewals by: collaborating across teams to complete the RFR process for moderately complex accounts, following established timelines and best practices; facilitating moderately complex sales and renewals including administration, negotiations, and presentations and rate product and benefit/service validation; coordinating tasks across teams to ensure that contracts, pricing, and membership accounting implement the negotiated terms for sales and renewals; and creating and capitalizing on cross-sell and upsell opportunities to increase growth and retention.

Minimum Qualifications:

• Minimum one (1) year of experience in a leadership role with or without direct reports.
• Bachelors degree in Marketing, Finance, Business Administration, or related field AND minimum four (4) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field OR minimum seven (7) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field.
• Disability Insurance License (Washington) within 3 months of hire
• Accident and Health or Sickness Insurance License (Hawaii) within 3 months of hire
• Accident, Health or Sickness Insurance License (District of Columbia) within 3 months of hire
• Health Insurance License (Virginia) within 3 months of hire
• Health Insurance License (Maryland) within 3 months of hire
• Accident and Health Insurance License (California) within 3 months of hire
• Accident and Sickness Insurance License (Georgia) within 3 months of hire
• Health Insurance License (Oregon) within 3 months of hire
• Accident and Health Insurance License (Colorado) within 3 months of hire

Additional Requirements:

• Knowledge, Skills, and Abilities (KSAs): Negotiation; Customer Data; Benefits/Services; Benefits/Services Presentations; Market Research; Sales Opportunity Orchestration; Sales/Partnership Strategy and Techniques; Customer Experience; Goal Setting; Member Service; Underwriting; Change Management; Brand Strategy; Persuasion.

Preferred Qualifications:

• Two (2) years of experience managing multi-state accounts.
• Three (3) years of experience in group health care benefits sales, account management, and/or implementation, or a directly related field.

Disclaimer

Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.

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