Sales Services Associate I

Job Summary

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 for their supervisor, immediate work group, and/or cross-functional partners.

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 as appropriate to ensure the integrity and reliability of data.

Under supervision and detailed guidance, supports the organization and review of data about lead/prospect/customer and/or channel partner needs, and learns to identify recommendations that link to KPs mission, vision and values, service quality, and current product and service offerings.

Essential Responsibilities

• 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 ones 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.
• Contributes to the administration of benefits and products by: assisting with basic internal business processes related to the benefits and product offering that Sales and Account Management teams are presenting to customers; preparing and gathering 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 for their supervisor and immediate work group and/or cross-functional partners; and learning about essential business practices regarding benefits policies to assist team members to ensure that all benefit requests meet requirements and state and federal regulatory requirements.
• Assists in effective communication practices by: attending external and/or internal engagements and occasionally gathering documentation for team members to use for formal presentations to various audiences; following clearly defined information to stay informed and up to date on important information and influencing events; and acquiring basic knowledge when completing assigned tasks to assist in developing content and communications to align messages or to advance the sale.
• Helps ensure sales data are used advantageously by: utilizing highly detailed processes and procedures to prepare for and assist with small-scale data entry, reconciliation, and processing in various applicable departmental systems as appropriate to ensure integrity and reliability in data; and utilizing basic processes to conduct analyses for reporting on lead/prospect/customer accounts, sales channels, activities, and/or events to inform the teams recommendations (e.g., membership and account trends) and action plans.
• Contributes to a positive lead/prospect/customer and/or channel partner experience by: assisting with basic protocols to build upon and leverage relationships with internal stakeholders, lead/prospect/customer, channel partners, and third-party administrators (TPA) to demonstrate value and build commitment with significant guidance; assisting with supporting the organization and review of data about lead/prospect/customer and/or channel partner needs, learning to identify recommendations that link to KPs mission, vision and values, service quality, and current product and service offerings with significant guidance; acquiring knowledge of products, services, and ratings to assist in responding to, encouraging, and educating leads/prospects/customers, brokers, and consultants about services and product enhancements in basic situations; and learning from team members and supervisors to learn to identify opportunities to better meet the needs of leads/prospects/customers and/or channel partners.
• Contributes to 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 highly detailed guidelines; assisting the team with meeting deadlines, following well-defined processes and procedures to resolve basic lead/prospect/customer and/or channel partner questions, and escalating critical issues and discrepancies when needed; following a well-defined set of procedures to review goals, deliverables, and key milestones for project components; completing assigned tasks to assisting the strategic direction of projects and executing action plans with significant degree of supervision; and following clearly defined procedures for the continuous improvement of tools, technology, and processes to optimize effectiveness.
• Supports the sales process execution efforts by: following clearly defined procedures when entering lead/prospect/customer and/or channel partner information into Sales Account and Management databases for colleagues; assisting the team to execute all basic business processes related to lead/prospect/customer and/or channel partner requests; documenting the communication of information on progress, process, and requirements for lead/prospect/customer and/or channel partner information in a timely manner, with significant guidance; applying strategies to align lead/prospect/customer and/or channel partner requests and engagement strategies to address basic challenges with close supervision; and assisting in the processing and gathering 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.