Sales Representative/Account Manager II

We are seeking a health insurance professional with one (+) year of experience in the health insurance industry and one (+) year of experience working in a large matrixed organization. Candidates must be eligible to obtain a Colorado Accident and Health Insurance License within 3 months of hire. This role supports account management, plan design, pricing, quotes, and RFP development while contributing to sales growth and customer retention. Responsibilities include coordinating enrollment and implementation activities, serving as a customer advocate, building relationships with brokers, consultants, and customers, analyzing account performance, and identifying service improvement opportunities. Strong communication, collaboration, problem-solving, and customer-focused skills are required.

Note: Work location is on-site with the flexibility to work remotely, the primary location will be in-office for meetings, per Kaiser Permanente-s Authorized States Policy - Employees may be required to travel to a Kaiser Permanente or customer site. Residency required in the primary location: 10350 E. Dakota Ave., Denver, Colorado 80247

Job Summary:

Designs and implements standard account plans including new products, benefits offerings, or pricing models with minimal supervision. Coordinates local and regional enrollment meetings to win and retain customers. Applies standard strategies to pursue sales opportunities in new or growing markets. Applies comprehensive knowledge to build and leverage relationships with brokers, channels, and customers to demonstrate value and build commitment. Supports the team to develop plan design, quote, and Request for Proposal (RFP). Collects data on account performance to inform strategy, and identify and escalate potential issues. Contributes to a positive customer experience by gathering data on customer needs, and providing product/service knowledge to customers. Identifies customer needs or service failures to better serve customers and fulfill KP mission. Identifies cross-sell and up-sell opportunities with existing customers.

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 to demonstrate value and build commitment with limited guidance; 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 with limited guidance; utilizing working knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in standard situations; and 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 with limited guidance; and supporting efforts within the team in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting and training coordination with limited guidance.
• 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 of 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; and implementing standard protocols to identify cross-sell and up-sell opportunities.