Enrollment Specialist III

4 days ago

Santa Fe Springs, California, United States Kaiser Permanente Full time
Job Summary:

This position is responsible for attending employer, community, and open enrollment events on an on-call basis to educate members and prospects on KP products. The Enrollment Specialist III will deliver formal presentations to employees and prospective members, independently monitor and report on enrollment performance data and discrepancies, and serve as an informational resource for sales and account management teams on KP health plans and benefit offerings. The role requires utilizing comprehensive foundational knowledge of KP health plans and benefit offerings to facilitate formal, stand-up presentations to prospective members and resolving customers' standard and non-standard questions and concerns about benefits and services.

Key Responsibilities:
  • Pursue effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and members. Listen to, seek, and address performance feedback; provide mentoring to team members. Pursue self-development; create plans and take action to capitalize on strengths and develop weaknesses; influence others through technical explanations and examples. Adapt to and learn from change, challenges, and feedback; demonstrate flexibility in approaches to work; help others adapt to new tasks and processes.
  • Complete work assignments autonomously by applying up-to-date expertise in subject area to generate creative solutions; ensure all procedures and policies are followed; leverage an understanding of data and resources to support projects or initiatives. Collaborate cross-functionally to solve business problems; escalate issues or risks as appropriate; communicate progress and information. Support, identify, and monitor priorities, deadlines, and expectations. Identify, speak up, and implement ways to address improvement opportunities for team.
  • Contribute to a positive customer experience by implementing standard and non-standard protocols to build new and leverage existing relationships with brokers, channels, and customers to demonstrate value and build commitment independently. Gather data on standard and non-standard customer needs, and identify solutions linking KP mission, vision, and values, key quality measures, key care management initiatives, and current services initiatives independently. Utilize comprehensive foundational knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in standard and non-standard situations. Identify and escalate service failure trends or process improvement opportunities to team and managers to better meet customer needs.
  • Facilitate the enrollment and implementation process by conducting local and regional enrollment meetings to win new and retain current customers. Apply standard and non-standard protocols to serve as an advocate for customer needs during the membership enrollment and implementation process independently. Support efforts across teams in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting, and training coordination independently.
  • Contribute to the development of sales strategy by designing plans for new products, benefits offerings, or pricing models to address customer needs independently. Utilize comprehensive foundational knowledge of health care market to analyze industry trends, and competitor products, offerings, and pricing models to provide lessons learned and strategic recommendations independently. Execute an account plan to meet standard and non-standard business objectives for membership, revenue, and margin. Collect and analyze performance data to inform account strategy and identify and escalate potential issues. Utilize marketing and technical resources to achieve account plan objectives.
  • Contribute to sales goal attainment by collaborating with the team to find new opportunities to grow customer base to new or growing markets. Maintain the prospect database and targeted prospect profiles to inform strategic planning. Collaborate within the team to contribute to product and plan design, quote, and Request for Proposal (RFP). Provide standard and non-standard recommendations to the team to inform forecasting and pricing independently. Implement standard and non-standard protocols to increase cross-sell and up-sell opportunities.
Requirements:
  • Bachelor's degree in Marketing, Finance, Business Administration, or related degree AND two (2) years of experience in marketing, business development, managing business-to-business relationships, or directly related field OR minimum five (5) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field.
Preferred Qualifications:
  • Two (2) years of experience in the health insurance industry.
  • Two (2) years of experience in health plan enrollment or a directly related field.

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