Sales Services Associate III

Description:
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 minimal guidance.

• 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 minimal 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 non-routine work assignments with limited supervision. Collaborates with others to recommend appropriate solutions for routine and non-routine 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 non-routine 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 follow-up questions arise for their cross-team 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.


• Helps ensure sales data are used advantageously by: applying general processes and procedures to assist with small-scale data entry, reconciliation, and processing in various applicable departmental systems as appropriate to ensure the integrity and reliability of data; and utilizing routine and non-routine processes to conduct analyses for reporting on lead/prospect/customer accounts, sales channels, activities, and/or events to inform the teams strategic recommendations (e.g., membership and account trends) and action plans.


• Contributes to a positive lead/prospect/customer and/or channel partner experience by: supporting routine and non-routine protocols to build upon and leverage existing relationships with internal stakeholders, lead/prospect/customer, channel partners, and third-party administrator (TPA) to demonstrate value and build commitment with minimal 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 minimal 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 non-routine situations; and learning from cross-team peers to identify opportunities to better meet the needs of leads/prospects/customers and/or channel partners.


• Contributes to project management efforts by: following pre-established 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 cross-team peers to meet deadlines, following relevant processes and procedures to resolve routine and non-routine lead/prospect/customer and/or channel partner questions, and escalating critical issues and discrepancies when needed; following general procedures to review goals, deliverables, and key milestones for project components; completing assigned tasks to assisting the strategic direction of projects and executing action plans with a minimal degree of supervision; and following routine and non-routine methods/processes for the continuous improvement of tools, technology, and processes to optimize effectiveness.


• Supports the sales process execution efforts by: processing incoming lead/prospect/customer and/or channel partner information into Sales Account and Management databases for colleagues with minimal guidance; assisting the team to execute all routine and non-routine business processes related to lead/prospect/customer and/or channel partner requests; coordinating and supporting the communication of information on progress, process, and requirements for lead/prospect/customer and/or channel partner information in a timely manner, with minimal guidance; applying strategies to align lead/prospect/customer and/or channel partner requests and engagement strategies to address routine and non-routine challenges with limited supervision; and assisting in the maintenance and development of comprehensive and compelling responses to lead/prospect/customer and/or channel partner requests which effectively position, differentiate, brand, and promote KPs diverse range of products and services.