Sales Representative​/Account Manager II

The ideal candidate will have an active insurance license and experience in health insurance sales or account management, preferably with level-funding and underwriting knowledge. This role involves managing a book of business, leading level-funded renewal discussions, providing clear reporting, and supporting conversions from fully insured to level funding. Success requires urgency, problem-solving, organization, and strong broker and client relationships in a fast-paced environment.

Top performers proactively engage their territory and navigate competitive renewals with resilience. In the first year, the candidate will learn level-funding underwriting, KP-s delivery model, internal processes, and build broker partnerships to support KP-s goal of retaining membership.

Note: Work location is on-site with the flexibility to work remotely; the primary location will be in-office for meetings, per Kaiser Permanente-s Authorized States Policy. Employees may be required to travel to a Kaiser Permanente or customer site. Residency is required in the primary location state:
10350

E. Dakota Ave., Denver, Colorado 80247
.

Designs and implements standard account plans including new products, benefits offerings, or pricing models with minimal supervision. Coordinates local and regional enrollment meetings to win and retain customers. Applies standard strategies to pursue sales opportunities in new or growing markets. Applies comprehensive knowledge to build and leverage relationships with brokers, channels, and customers to demonstrate value and build commitment. Supports the team to develop plan design, quote, and Request for Proposal (RFP).

Collects data on account performance to inform strategy, and identify and escalate potential issues. Contributes to a positive customer experience by gathering data on customer needs, and providing product/service knowledge to customers. Identifies customer needs or service failures to better serve customers and fulfill KP mission. Identifies cross-sell and up-sell opportunities with existing customers.

• 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.
• Contributes to a positive customer experience by: implementing standard protocols to build new and leverage existing relationships with brokers, channels and customers to demonstrate value and build commitment with limited guidance; gathering data on standard customer needs, and providing recommendations linking KP mission, vision and values, key quality measures, key care management initiatives, and current services initiatives with limited guidance; utilizing working knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements in standard situations;
  
  and gathering information on service failure trends or process improvement opportunities to better meet customer needs.
• Facilitates the enrollment and implementation process by: coordinating local enrollment meetings to win new and retain current customers; implementing standard protocols to serve as an advocate for customer needs during the membership enrollment and…