Engagement Specialist II - Sales & Account Management

Essential Responsibilities

• Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members.
• L-listens to, addresses, and seeks performance feedback.
• Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work.
• A-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.

Knowledge, Skills and Abilities

• (Core) Ambiguity/Uncertainty ManagementAttention to DetailBusiness KnowledgeCommunicationCritical ThinkingCross-Group CollaborationDecision MakingDependabilityDiversity, Equity, and Inclusion SupportDrives ResultsFacilitation SkillsHealth Care IndustryInfluencing OthersIntegrityLearning AgilityOrganizational SavvyProblem SolvingShort- and Long-term Learning & RecallTeamworkTopic-Specific Communication Knowledge, Skills and Abilities: (Functional)
• Corporate PartnershipsStorytellingData EntryEvent PlanningInterpersonal SkillsMember ServiceNegotiationProduct StrategySales OperationsSales Opportunity OrchestrationSales Performance DataSales/Partnership Strategy and Techniques

Minimum 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

Preferred Qualifications

• One (1) year of experience in the health insurance industry.
• One (1) year of experience working in a large matrixed organization.