Sales Services Associate Iii - Pasadena, United States - Kaiser Permanente

Kaiser Permanente

Verified Company

Pasadena, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Job Summary:

Follows pre-established plans for project logistics with detailed guidelines. Assists the team with partner deadlines while following relevant processes and procedures to resolve routine and non-routine questions. Identifies goals, deliverables, and key milestones for project components.

Attends and prepares for external and/or internal engagements and occasionally assist team members and managers making formal presentations to various audiences.

Utilizes working knowledge when completing assigned tasks to assist with developing content and communications to align messages or to advance the sale.

Provides and identifies information on the proposed health insurance benefits and product offerings in case follow-up questions arise for their supervisor, immediate work group, and/or cross-functional partners.

Assists the team to execute all routine and non-routine business processes related to lead/prospect/customer and/or channel partner requests.

Applies general processes and procedures to assist with small-scale data entry, reconciliation, and processes departmental systems as appropriate to ensure the integrity and reliability of data.

Gathers and organizes data about lead/prospect/customer and/or channel partner needs, and provides recommendations that link to KPs mission, vision and values, service quality, and current product and service offerings with mínimal guidance.

Essential Responsibilities:

Pursues effective peer relationships within and across teams to obtain and share resources and information. Listens to, addresses, and seeks performance feedback; acts as an informal resource for less experienced team members. Actively seeks new relevant knowledge and skills based on strengths and weaknesses; reviews others work to help others learn. Adapts to change, challenges, and feedback with mínimal guidance; demonstrates flexibility in work. Assesses and responds to the needs of others to support completion of work tasks.
Follows instructions to complete routine and nonroutine work assignments with limited supervision. Collaborates with others to recommend appropriate solutions for routine and nonroutine issues; escalates complex issues; communicates progress and information. Supports the completion of priorities, deadlines, and expectations. Identifies and speaks up for ways to address improvement opportunities within ones team.
Contributes to the administration of benefits and products by: assisting with routine and nonroutine internal business processes related to the benefits and product offering that Sales and Account Management teams are presenting to customers; providing and identifying information on the proposed health insurance benefits and product offerings in case followup questions arise for their crossteam peers and immediate supervisor; and utilizing working knowledge of relevant business practices regarding benefits policies to assist team members to ensure that all alternate benefit requests meet benefit requirements and state and federal regulatory requirements.
Assists in effective communication practices by: attending and preparing for external and/or internal engagements and occasionally assisting team members and managers making formal presentations to various audiences; following general guidelines and information to stay informed and up to date on important information and influencing events; and utilizing working knowledge when completing assigned tasks to assist in developing content and communications to align messages or to advance the sale.
Contributes to a positive lead/prospect/customer and/or channel partner experience by: supporting routine and nonroutine protocols to build upon and leverage existing relationships with internal stakeholders, lead/prospect/customer, channel partners, and thirdparty administrator (TPA) to demonstrate value and build commitment with mínimal guidance; organizing data about lead/prospect/customer and/or channel partner needs, gathering data on customer needs, and providing recommendations that link to KPs mission, vision and values, service quality, and current product and service offerings with mínimal guidance; utilizing working knowledge of products, services, and ratings to respond to, encourage, and educate leads/prospects/customers, brokers, and consultants about services and product enhancements in routine and nonroutine situations; and learning from crossteam peers to identify opportunities to better meet the needs of leads/prospects/customers and/or channel partners.
Contributes to project management efforts by: following preestablished plans for project logistics (e.g., process enhancement initiatives), including time and resource management, and quality checks, with detailed guidelines; collaborating within team and with crossteam peers to meet deadlines, following relevant processes and procedures to resolve routine and nonroutine lead/prospect/customer and/or channel partner questi