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Continually focused on advancement and improvement, our innovative sales and marketing professionals anticipate and respond to the ever-changing demands of our customers, members, regulators, and the marketplace.

Enrollment Event Coordinator

Location: Oakland, CA Additional Locations:
Job Number: 795702 Date posted: 06/07/2019

The Sales/Account Management Support Specialist is responsible for performing all administrative duties that support the sales or marketing teams, as specified by the department's standard office routine, practices, procedures and instructions. The Sales Coordinator is accountable for providing administrative and sales support to the Sales Associates and Sales Executives to ensure maximum support to brokers and new employer groups. The Medicare Sales Coordinator is accountable for supporting the Sales Executive/Brokers in achieving business targets in an assigned territory. Reviews and processes all incoming leads, manages the appointment setting process, and assists the Sales Manager/Sales Executive with pre/post-sales support. Provide high quality customer experience to prospective customers/employers or other channel partners.

Essential Responsibilities:

  • Provide clerical support for the sales and account management team.
  • Respond to incoming phone calls and e-mail inquiries from various channels; screen and route calls appropriately; provide inquiry resolution.
  • Schedule meetings and maintain calendars as requested. Arrange conference rooms, conference calls and other meeting events.
  • Distribute meeting agendas and materials in advance of meeting.
  • Coordinate some administrative and logistical arrangements for team.
  • Review and distribute department mail.
  • Independently handle travel arrangements.
  • Arrange for audio-visual and teleconference equipment.
  • Track and compile expense receipts and prepare monthly expense reports.
  • Order office supplies, process purchase orders and invoice requests.
  • Photocopy, fax and file.
  • May prepare and format multiple interoffice communications, e-mail, letters, reports, and confidential documents.
  • Screen e-mail and prepare appropriate basic correspondence on behalf of account managers and sales executives. Drafts standard/ recurring correspondence for account manager and sales executive approval.
  • Prepare and distribute meeting agendas.
  • May maintain databases, information systems and process requirements for the sales and account management team. Establish and maintain databases specific to the sales and account management team. Complete data entry; format and produce standard reports.
  • Perform system activities in relation to packet orders, contract changes, and other activities not supported by the customer account team (CAT).
  • Track, monitor and reconcile data, collaborating with other dept staff.
  • Follow-up on action items to meet deadlines.
  • May serve as sales and account management liaison between the customer account team (CAT) and other internal departments and/or brokers.
  • Meet regularly with team to discuss and keep manager apprised of important issues and dept matters.
  • Effectively communicate to all levels of management, peers, and purchasers.
  • Communicate critical issues between customer account team and sales and account management team.
  • Assess urgency of situation and determine and executive appropriate course of action.
  • Work with internal KP departments to achieve a high level of purchaser satisfaction.

  • May coordinate new member orientation.

  • If Medicare: Assist Sales Executive and brokers/customers with pre/post sales support and account implementation. Demonstrate adequate product, service and rating knowledge to effectively respond to broker/client issues. Reviews lead demographic data to ensure completeness and lead is qualified to enroll based upon Medicare eligibility, residence, and enrollment period.

  • Basic Qualifications:


  • Minimum one (1) year of administrative experience.

  • Associate's degree OR two (2) years of experience in telemarketing, customer service in an office setting, claims, or marketing.
    License, Certification, Registration

  • N/A

    Additional Requirements:

  • Good customer service skills.
  • Good computer skills, preferably including presentation packages.
  • Quick learner of key information.
  • Excellent rapport building skills.
  • Ability to take direction from multiple stakeholders.
  • Collaborative work style.

    Preferred Qualifications:

  • One (1) year of administrative experience in sales and marketing.
  • Working knowledge of and experience with employee group benefits, underwriting processes, healthcare products, and contracts.
  • Primary Location: California,Oakland,1800 Harrison 1800 Harrison Scheduled Weekly Hours: 40 Shift: Day Workdays: Mon, Tue, Wed, Thu, Fri Working Hours Start: 8:00 AM Working Hours End: 4:00 PM Job Schedule: Full-time Job Type: Standard Employee Status: Regular Employee Group/Union Affiliation: Non-Union, Non-Exempt Job Level: Entry Level Job Category: Sales and Marketing Department: Consumer Sales and Retention Travel: No 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.

    External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances, including but not limited to the San Francisco and Los Angeles Fair Chance Ordinances.

    About Sales & Marketing

    Careers In Sales & Marketing

    Apply your sales, account management, marketing, and product development skills as a member of our high-performing team. Kaiser Permanente's unique stance as an insurance provider and care delivery organization provides the key differentiation that rests at the core of our offering. This, coupled with an unwavering commitment to health advocacy and total health, drives our marketing and sales strategies — and it's what will set your career apart from the rest.

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