Sales Associate II - Small Business Direct Sales

Note: Work location is remote (e.g. home address), per Kaiser Permanente-s Authorized States Policy - Employees may be required to travel to a Kaiser Permanente or customer sites. Residency required in the primary location: 500 NE Multnomah St., Portland, Oregon 97232

Job Summary:

Organizes various information and resources for others to leverage when identifying appropriate solutions to meet lead/prospect/customer needs and utilizes standard knowledge to address lead/prospect/customer questions in issues in a timely manner. Generates prospective sales by following detailed instructions and broad guidance to support others prospecting, sourcing, developing, and maximizing referral networks. Gathers information used for developing sales strategy, organizes data for sales status reports, and uses common processes for applying research and information on health care to help others articulate internal sales strategies and drive external sales. Works within team to support data collection on trends related to sales strategy and follows detailed instructions to accomplish sales plans and help drive internal negotiations and sales strategy. Supports others in identifying resources, including following through on intended outcomes, to achieve or support sales targets/goals/initiatives. Advocates for process improvement by following detailed instructions to support others in identifying and implementing initiatives for overcoming obstacles to sales progress and ensuring objectives are met, identifying new and improving existing process-related initiatives, resolving risks to compliance, and tracking and articulating performance trends and updates, with moderate guidance.

Essential Responsibilities:

• Works with others within work team to obtain and share basic information. Listens and addresses performance feedback; provides feedback to team members. Learns new relevant knowledge and skills; acknowledges strengths and weaknesses based on career goals and takes action to leverage / improve them. Adapts to change, challenges, and feedback with moderate guidance. Responds to the needs of others to support completion of routine work tasks.
• Follows detailed, daily instructions to complete routine tasks with moderate supervision. Collaborates with others within ones team to address routine and some non-routine task issues; communicates status and escalates more complex issues. Adheres to established priorities, deadlines, and expectations. Identifies and speaks up for improvement opportunities within ones team.
• Ensures a high level of customer service is provided by: organizing various information and resources for others to leverage to identify appropriate solutions based on lead/prospect/customer needs in fulfillment of performance and service quality goals, as well as the KP mission, with detailed instructions; demonstrating standard knowledge about various health plans and benefits to leads/prospects/customers and brokers/consultants to convey KPs unique value proposition; and utilizing standard knowledge to address lead/prospect/customer questions or issues in a timely manner.
• Serves as an advocate for process improvement by: reviewing detailed instructions for overcoming obstacles to sales initiative progress and ensuring objectives are met on time and/or within budget with detailed guidance; providing sales support expertise by participating in work groups, as selected, to meet department objectives, and identify new and improve existing process-related initiatives, systems, and practices with a moderate degree of supervision and following detailed instructions; following detailed instructions for the continuous improvement of tools, technology, and processes to optimize effectiveness; learning basic knowledge of Federal and State laws, regulations, contracts, and rulings, recording and escalating issues or risks to compliance; demonstrating basic knowledge of standard processes to track performance trends and articulate the performance update consistent with the strategy, along with story behind what is occurring, with moderate guidance; and demonstrating basic knowledge of standard processes to contribute to group installation and/or member enrollment processing to ensure that all critical milestones are met.
• Generates prospective sales by: participating in the organization of open enrollment events, and organizing material for formal presentations to prospective customers following detailed instructions; following detailed instructions to support others inbuilding relationships with key influencers, brokers, consultants, decision makers, and/or community groups to support new business opportunities and prospective customers; exhibiting basic knowledge of standard practices on prospecting, sourcing, and developing and maximizing referral networks to build own book of business; organizing and completing routine materials/forms for incoming business opportunities with moderate guidance; following detailed instructions to help partners work with key influencers, brokers, consultants, decision-makers, and/or community groups and successfully win new leads/prospects/customers by conveying the value of enrollment, with moderate guidance; and working on tasks as assigned to support and use new applicable and relevant resources such as the sales database, reports, media, and industry intelligence, on sales prospects with moderate degree of supervision, and providing updates to the team.
• Contributes to strategic development by: gathering information for colleagues to leverage to develop strategy to meet annual sales targets, goals, and initiatives; organizing data for sales status reports including sales activity, follow-up, closings, and target achievement; demonstrating commonly used, essential processes for applying research and information on the health care marketplace to help others articulate internal sales strategies and drive external sales; working within team to support data collection on competitor, customer, and industry trends related to sales strategy; following detailed instructions for using sales performance data to maximize performance and develop territory insights and sales strategies to accomplish sales plans; and following detailed instructions on optimal offering conditions and/or market segmentation (e.g., benefits, pricing) to help drive internal negotiations and sales strategy.