Sales Services Specialist II, Proposal Consulting

In addition to the responsibilities listed below, this position is also responsible for following standard procedures to manage multiple simultaneous prospect and renewal request, develop content, and/or provide data reports in support of proposals (RFPs) for group business (including, National Accounts, Regional Accounts, Multi-State, Federal, Medicare, Dental, etc.) within teams by taking accountability for contributing to the completion of work; responding to routine aspects of requests for information (RFIs) and other communication and reporting, periodic surveys and ad hoc inquiries by major employee benefit consulting firms, coalitions, and purchasers, and inquiries from KP staff by communicating and packaging standard information and market positioning of Kaiser Permanente, with limited guidance; and listens, responds to, and seeks peer review feedback provided by more senior team members with regard to the quality and completeness of their deliverables (e.g., responses to RFP and RFI questions, data report development, adherence to brand and style guidelines), and understands and interprets content/feedback from subject matter experts and/or data repository owners (e.g., owners of KP service area zip code files, internal information translated for customer facing messaging), under limited guidance.

• Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members. Listens to, addresses, and seeks performance feedback. Pursues self-development; acknowledges strengths and weaknesses based on career goals and takes appropriate development action to leverage / improve them. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. Assesses and responds to the needs of others to support a business outcome.


• Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports the completion of priorities, deadlines, and expectations. Identifies and speaks up for ways to address improvement opportunities.


• Participates in the administration of benefits and products by: assisting with standard internal business processes related to the benefits and product offering that Sales and Account Management teams are presenting to customers; serving as a resource for health insurance benefits and product offerings in case follow-up questions arise for personnel within the organization; and utilizing working knowledge of benefits policies to assist team members to ensure that all alternate benefit requests meet benefit requirements and state and federal regulatory requirements.


• Engages in effective communication practices by: participating in external and/or internal engagements and supporting team members making formal presentations to various audiences; seeking and spreading information to ensure that other team members are informed and up to date on important information and influencing events; and collaborating within team to develop standard content and communications to align messages or to advance the sale.


• Ensures that sales data are used advantageously by: conducting small-scale data entry, reconciliation, and processing in various applicable departmental systems as appropriate to ensure integrity and reliability in data with limited guidance; and utilizing standard processes to conduct analyses for reporting on lead/prospect/customer accounts, sales, channels, activities, and or events to make recommendations on analyses to make recommendations (e.g., membership and account trends) and action plans.


• Creates a positive lead/prospect/customer and/or channel partner experience by: implementing standard protocols to build upon and leverage existing relationships with internal stakeholders, lead/prospect/customers, channel partners, and third-party administrators (TPA) to demonstrate value and build commitment with limited guidance; collecting data on lead/prospect/customer and/or channel partner needs, and providing recommendations that link to KPs mission, vision and values, service quality, and current product and service offerings with limited guidance; utilizing working knowledge of products, services, and ratings to respond to, encourage, and educate leads/prospects/customers, brokers, and consultants about added services and product enhancements in standard situations; and learning from team members and supervisors to identify opportunities to better meet the needs of leads/prospects/customers and/or channel partners.


• Engages in 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 limited instructions; collaborating with others to meet deadlines, resolving standard lead/prospect/customer and/or channel partner questions, and escalating critical issues and discrepancies when needed; utilizing standard protocols for reviewing and identifying goals, deliverables, and key milestones for project components; completing tasks to contribute to the strategic direction of projects and executing action plans with minimal guidance; and applying standard strategies for the continuous improvement of tools, technology, and processes to optimize effectiveness.


• Participates in sales process execution efforts by: processing incoming lead/prospect/customer and/or channel partner information for Sales Account and Management colleagues with limited guidance; assisting the team to execute all standard business processes related to lead/prospect/customer and/or channel partner requests; supporting and contributing to 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 standard challenges with limited guidance; and coordinating the development and provision 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.

• Bachelors degree from an accredited college or university OR minimum three (3) years of experience in business-to-business or business-to-consumer, communication, leadership, sales or marketing, or a directly related field, which can include relevant internship experience.

• Knowledge, Skills, and Abilities (KSAs): Technical Documentation; Data Entry; Business Relationship Management; Persuasion; Negotiation; Business Process Improvement; Project Management; Time Management; Sales/Partnership Strategy and Techniques; Service Focus

PrimaryLocation : California,Pasadena,Walnut Center - Regional Offices
HoursPerWeek : 40
Shift : Day
Workdays : Mon, Tue, Wed, Thu, Fri
WorkingHoursStart : 09:00 AM
WorkingHoursEnd : 05:00 PM
Job Schedule : Full-time
Job Type : Standard
Employee Status : Regular
Employee Group/Union Affiliation : NUE-PO-01|NUE|Non Union Employee
Job Level : Individual Contributor
Job Category : Sales & Account Management
Department : Po/Ho Corp - HP Prod-Natl Proposal Mgmt - 7016
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.