ENROLLMENT SPECIALIST (SAN JOSE, CA)
Job Field: Legal Jobs
Location: San Jose, CA
Salary: $Not stated
JOB SUMMARY:
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<tr><td valign="top" width="450"><b>Title: Enrollment Specialist (San Jose, CA)Location: San Jose, CAKaiser PermanenteEnrollment SpecialistSan Jose, CAThe Enrollment Specialist is accountable for creating sales opportunities through targeted enrollment activities to increase membership and build support for KP. Establish and maintain customer relationships to optimize potential for growth. Identify, create and execute on anengagement plan in collaboration with Account Manager. Establish and maintain internal communication links to ensure timely and accurate on-boarding of prospective members.Essential Functions:Engage customer and broker contacts to ensure understanding of KP and how we serve consumers.Identify the key personnel, the functions they perform, their role in the DM process and their opinions about KP in conjunction with the Account Manager/Executive Account Manager.Understand customer''s business and business challenges.Identify key KP personnel who can enhance the business relationship.Proactively communicate advantages of KP and link to customer business needs.Identify customer needs and develop appropriate solutions.Keep customers informed on health care industry trends.Communicate basic information about regional and enterprise financial position.Understand overall account strategy and implement a local communication plan that supports it.Plan and conduct customer meetings and presentations.Follow up on customer issues and concerns in a timely and accurate manner or refer to an appropriate team member.Engage union contacts to ensure understanding of KP and how we serve union members.Understand the relationship between the union and management in the account.Identify the union''s key personnel, the functions they perform, their role in the DM process and their opinions about KPUnderstand union''s business and business challenges.Identify key KP personnel who can enhance the business relationshipProactively communicate advantages of KP and link to customer business needsKeep union contacts informed on health care industry trends.Communicate basic information about regional and enterprise financial position.Understand overall account strategy and implement local communication plan that supports it.Use union relationships to gain access to steward meetings, retiree clubs, new member orientations, etc. to present and sell KP.Follow up on union issues and concerns in a timely and accurate manner.Analyze open enrollment opportunities and develop and execute strategies to maximize KP''s visibility and membership growth.Evaluate group-specific needs for open enrollment meetings and presentations.Engage customer in identifying most appropriate approach.Coordinate activities and staffing for meetings and presentations.Work with account managers and group contacts to determine group specific open enrollment needs.Develop plan for acting on opportunities.Identify and secure resources needed to execute plan.Track and monitor plan throughout open enrollment seasonComplete post-open enrollment analysis; identify lessons learned.Report analysis to account managers.Initiate any and all opportunities outside of open enrollment to engage with members and potential members to ensure understanding of and commitment to KP.Engage contacts to identify opportunities for KP visibility with employees.Develop and present proposals to account manager and contacts.Develop plan for acting on opportunities agreed to by contacts.Execute strategies.Evaluate success.Engage broker & customer contacts to ensure understanding of KP technology tools (e.g. microsites, kp.org)Identify customers who have microsites and measure usage and update annually.Develop a microsite usage report that can be shared with the broker and customer.Target potential microsite customers and pitch implementation to broker and customer.Develop plan for demonstrating kp.org to customer and their employees.Execute strategies.Evaluate success.Acquire and enter customer engagement data in a timely and accurate m
KEY REQUIREMENTS:
Not stated