Sales & Account Management (Blended) Specialist IV, Engagement

Salary ranges are geographically based, and the posted range reflects the Southern CA region. Lower salary ranges will apply for other labor markets outside of SCAL (and higher in NCAL)

The National Level Funded Specialist plays a critical role in supporting the success of Kaiser Permanente-s Level Funded program. Working closely with Regional Sales teams, in partnership with the National Level Funded Business Consultant, the Specialist leads operational oversight of the new sales, existing group conversions, and renewal processes. This includes coordinating end-to-end sales activity, ensuring timely and accurate quoting, tracking in-force business, and providing renewal and retention support.

The Specialist serves as a key point of contact for internal stakeholders, providing sales enablement support, streamlining internal processes, and driving visibility into pipeline activity for their dedicated region. The ideal candidate is highly organized, detail-oriented, and comfortable working cross-functionally across underwriting, implementation, and sales and account management teams to deliver a seamless customer experience.

In addition to the responsibilities listed above, this position is also responsible for developing and implementing moderately complex strategies to facilitate programs/activities to promote growth and retention for book of business; facilitating in open enrollment events; and utilizing advanced knowledge to educate end-user on offerings to increase wellness.

• Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.
• Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.
• Contributes to a positive customer experience by: developing moderately complex strategies to build new and leverage existing relationships with brokers, channels and customers to demonstrate value and build commitment independently; utilizing moderately complex strategies for assessing customer needs, and providing solutions linking KP mission, vision and values, key quality measures, key care management initiatives, and current services initiatives; utilizing advanced knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in moderately complex situations; and defining and reporting service failure trends or process improvement opportunities to team and managers to better meet customer needs.
• Facilitates the enrollment and implementation process by: developing moderately advanced strategy for winning new and retaining current customers at local and regional enrollment meetings; applying moderately complex strategies to serve as an advocate for customer needs during the membership enrollment and implementation process independently; and supporting teams within a function in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting and training coordination independently.
• Contributes to the development of sales strategy by: designing and recommending plans for new products, benefits offerings, or pricing models to address customer needs independently; utilizing advanced knowledge of health care market to analyze industry trends, and competitor products, offerings, and pricing models to provide lessons learned and strategic recommendations independently; executing an account plan to meet moderately challenging business objectives for membership, revenue and margin; monitoring performance trends to develop account strategy and identify and mitigate potential issues; and coordinating marketing and technical resources across teams to achieve account plan objectives.
• Contributes to sales goal attainment by: implementing moderately complex strategies to grow customer base to new or growing markets; utilizing the prospect database and targeted prospect profiles to contribute to strategic planning; collaborating across teams to deliver product and plan design, quote, and Request for Proposal (RFP); providing moderately complex formal recommendations to team and managers to inform forecasting and pricing independently; and developing moderately complex strategies to increase cross-sell and up-sell opportunities.