[Hiring] Licensed Sales Services Associate I, Small Group @Kaiser Permanente

Role Description

In addition to the responsibilities below, this individual contributor role is also required to obtain the Health Insurance License in state(s) where applicable within three (3) months from date of hire/transfer.

• Follows pre-established plans for project logistics and quality checks, with highly detailed guidelines.
• Follows well-defined processes and procedures to resolve basic questions.
• Reviews goals, deliverables, and key milestones for project components.
• Attends external and/or internal engagements and occasionally gathers documentation for team members to use for formal presentations to various audiences.
• Utilizes basic knowledge when completing assigned tasks to assist with developing content and communications to align messages or to advance the sale.
• Prepares and gathers basic information on the health insurance benefits and product offerings proposed by their team and/or cross-functional partners in case follow-up questions arise.
• Assists the team to execute all basic business processes related to lead/prospect/customer and/or channel partner requests.
• Utilizes highly detailed processes and procedures to prepare for and assist with small-scale data entry, reconciliation, and processes in departmental systems.
• Under supervision and detailed guidance, supports the organization and review of data about lead/prospect/customer and/or channel partner needs.

Qualifications

• High School Diploma or GED, or equivalent OR Minimum one (1) year of experience working in a corporate or business office environment.
• Health Insurance License (Oregon) within 3 months of hire.
• Disability Insurance License (Washington) within 3 months of hire.

Requirements

• Works with others within immediate work group to obtain basic information.
• Listens to and addresses performance feedback.
• Learns fundamental knowledge and skills; acknowledges strengths and weaknesses.
• Adapts to change and feedback with significant guidance.
• Responds to the needs of others as directed to support completion of routine work tasks.
• Follows clearly defined procedures and well-defined, specific instructions to complete routine tasks with significant guidance.
• Collaborates with others within one's team to address basic task issues; communicates status and escalates more complex issues.
• Adheres to established processes, procedures, and deadlines, with guidance.
• Identifies and speaks up for improvement opportunities within own work.

Benefits

• Contributes to the administration of benefits and products by assisting with basic internal business processes related to the benefits and product offering.
• Prepares and gathers basic information on the health insurance benefits and product offerings proposed by their team and/or cross-functional partners.
• Learning about essential business practices regarding benefits policies to assist team members.
• Assists in effective communication practices by attending external and/or internal engagements.
• Helps ensure sales data are used advantageously by utilizing highly detailed processes and procedures.
• Contributes to a positive lead/prospect/customer and/or channel partner experience.
• Contributes to project management efforts by following pre-established plans for project logistics.
• Supports the sales process execution efforts by following clearly defined procedures.