Kaiser Permanente Sales Associate III - Large Group Insurance Plans (Portland, OR) in Portland, Oregon

Accountable for supporting the Sales Executive/Brokers in achieving business targets in an assigned territory. Facilitate various sales processes for the sales team. Partner with Sales Executive throughout the sales cycle to achieve new sales targets. Review and process all incoming leads, manage the appointment setting process, and assist the Sales Manager/Sales Executive with pre/post sales support. Provide high quality customer experience to prospective customers/employers or other channel partners.

Essential Responsibilities:

Review, qualify and process all incoming new business opportunities.

Collaborate with Sales Executive regarding appropriate products and plan design.

Act as liaison between Sales Executive and Underwriting regarding any additional data needed from broker/client.

Prepare Proposal Packet for Sales Executive delivery to broker/client.

Analyze the group profile, demographics, etc. in order to calculate premium rates.

Calculate premium rates relating to the multiple factors used by the rating formula provided by actuaries or obtain rater calculations from Underwriting, if applicable.

Assist in developing sales presentations for sales.

Maintain all sales databases and sales reports within the team's territory.

Accurately update and maintain all prospects by group size, broker and renewal date.

Accurately maintain all broker profiles in assigned territory.

Accurately maintain and provide weekly updates to sales and account management of all sold groups and all prospects.

Assist Sales Executive and brokers/customers with pre/post sales support and account implementation.

Confirm sold plan design and rates with broker/customer in writing.

Send Employer Group Application and appropriate forms to broker/customer and review for completeness.

Coordinate employee meetings with broker/customer and Sales Executive or Account Manager.

Send enrollment materials to customer.

Coordinate with broker/customer to learn of enrollment results.

Facilitate effective group installation with appropriate internal stakeholders.

Conduct enrollment meetings on an as needed basis.

Assist new members in transitioning of care into KP.

Manage post group submission validation process.

Respond in a timely manner to all internal departments and outside customers to demonstrate value and build commitment to KP Sales Organization.

Close all loops of communication between internal departments and outside customers.

Demonstrate superior CSS skills with internal and external partners.

Develop relationships with brokers and their support staff.

Resolve more serious issues that may jeopardize sales.

Identify service failure trends so that corrective action may be recommended to other departments.

Demonstrate product, service and rating knowledge to effectively respond to broker/client issues.

Have excellent product, service and rating knowledge to effectively respond to broker/client issues.

Stay abreast of competitor products and rating practices.

Remain current on KP products and services.

Participate in external and industry related events.

If Small Business Unit:

Review and qualify all incoming group submissions.

Prepare and submit group documentation to Quality Assurance and set up customer contract.

Appoint new brokers and assist sales executives in onboarding and training new brokers.

Basic Qualifications:


Minimum four (4) years of experience telemarketing, customer service in an office setting, claims, or marketing.

Minimum three (3) years of experience of the above in sales, account management or health plan administration in the health care industry.


Bachelor's degree in marketing, finance, business administration OR four (4) years experience in telemarketing, customer service in an office setting, claims, or marketing.

License, Certification, Registration


Additional Requirements:

Demonstrated proficiency in customer service skills with the ability to articulate and respond to issues.

Demonstrated experience in health plan services policies and procedures to resolve client issues.

Demonstrated proficiency in computer skills including creating client presentations using Microsoft Office programs and use of client databases.

Demonstrated experience in effective verbal and written communication and analytical skills.

Proven ability to multi-task in a fast paced environment with a high degree of accuracy with high volume work.

Quick learner of key information.

Strong ability to take direction from multiple stakeholders.

Collaborative work style.

Proven ability to quickly establish rapport in key relationships.

Appropriate Oregon/Washington Health Insurance license(s) required within 90 days of hire date.

If Occupational Health: No license requirements.

Preferred Qualifications:

Two (2) years of experience in underwriting processes, healthcare products, and contracts.

Two (2) years of experience with employee group benefits.

Previous specialized training in customer service skills and techniques.

OR/WA Insurance License.

Bilingual preferred.


TITLE: Sales Associate III - Large Group Insurance Plans (Portland, OR)

LOCATION: Portland, Oregon


External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.