Sales Associate III - Sales & Account Management

Identifies various information and resources for others to leverage when identifying appropriate solutions to meet lead/prospect/customer needs and utilizes working knowledge to address lead/prospect/customer questions in issues in a timely manner. Generates prospective sales by following general procedures to work with others in prospecting, sourcing, developing, and maximizing referral networks. Provides information used for developing sales strategy, identifies data for sales status reports, and demonstrates working knowledge for applying research and information on health care to articulate internal sales strategies and drive external sales. Works within and across team to support data collection on trends related to sales strategy and follows pre-defined strategies to accomplish sales plans and help drive internal negotiations and sales strategy. Works with others to identify resources, including following through on intended outcomes, to achieve or support sales targets/goals/initiatives. Advocates for process improvement by following general procedures to work with others in identifying and implementing initiatives for overcoming obstacles to sales progress and ensuring objectives are met, identifying new and improving existing process-related initiatives, resolving risks to compliance, and tracking and articulating performance trends and updates, with limited degree of supervision.

• 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.


• Ensures a high level of customer service is provided by: identifying various information and resources for others to leverage to identify appropriate solutions based on lead/prospect/customer needs in fulfillment of performance and service quality goals, as well as the KP mission, with limited instructions; demonstrating working knowledge about various health plans and benefits to leads/prospects/customers and brokers/consultants to convey KPs unique value proposition; and utilizing working knowledge to address lead/prospect/customer questions or issues in a timely manner.


• Serves as an advocate for process improvement by: following general procedures to support others for overcoming obstacles to sales initiative progress and ensuring objectives are met on time and/or within budget with detailed guidance; serving as a sales support subject matter expert by collaborating with work groups, as selected, to meet department objectives, and assessing new and improved existing process-related initiatives, systems, and practices, with a limited degree of supervision; following routine and non-routine methods/processes for the continuous improvement of tools, technology, and processes to optimize effectiveness; developing working knowledge of Federal and State laws, regulations, contracts, and rulings, recording and escalating issues or risks to compliance; demonstrating working knowledge of standard processes to track performance trends and articulate the performance update consistent with the strategy, along with story behind what is occurring, with minimal guidance; and applying working knowledge to ensure group installation and/or member enrollment processing to ensure that all critical milestones are met.


• Generates prospective sales by: collaborating with others in the organization of open enrollment events, and preparing material for formal presentations to prospective customers following general instructions; following general procedures to support others inbuilding relationships with key influencers, brokers, consultants, decision makers, and/or community groups to support new business opportunities and prospective customers; exhibiting working knowledge of relevant practices on prospecting, sourcing, and developing and maximizing referral networks to build own book of business; completing routine and non-routine materials/forms for incoming business opportunities with minimal guidance; following general procedures closely to help partners work with key influencers, brokers, consultants, decision-makers, and/or community groups and successfully win new leads/prospects/customers by conveying the value of enrollment, with minimal guidance; and working on tasks as assigned to support and use new applicable and relevant resources such as the sales database, reports, media, and industry intelligence, on sales prospects with a limited degree of supervision, and providing updates to the team.


• Contributes to strategic development by: providing information for colleagues to leverage to develop strategy to meet annual sales targets, goals, and initiatives; identifying data for sales status reports including sales activity, follow-up, closings, and target achievement; demonstrating working knowledge of relevant practices for applying research and information on the health care marketplace to articulate internal sales strategies and drive external sales; working within team and with cross-team peers to support data collection on competitor, customer, and industry trends related to sales strategy; following routine strategies for using sales performance data to maximize performance and develop territory insights and sales strategies to accomplish sales plans; and following pre-defined strategies on optimal offering conditions and/or market segmentation (e.g., benefits, pricing) to help drive internal negotiations and sales strategy.