Engagement Specialist I-Bilingual

Kaiser Permanente San Diego , CA 92140

Posted 3 weeks ago


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 an engagement plan in collaboration with Account Manager. Establish and maintain internal communication links to ensure timely and accurate onboarding of prospective members.

Essential Responsibilities:

Engage customer and broker contacts to ensure understanding and commitment to KP and how we serve consumers.Identify the key personnel, the functions they perform, their role in the Direct Marketing process and their opinions about KP in conjunction with the Account Manager/Executive Account Manager. Communicate advantages of KP and link to customer business needs.

Identify customer needs. Understand overall account strategy. Conduct meetings and presentations for any of the products offered by KP.

Responds to questions. Follow up on customer issues and concerns in a timely and accurate manner or refer to an appropriate team member. Serve as consumer subject matter expert on local service area.

Support open enrollment opportunities and execute on strategies to maximize KP's visibility and membership growth. Coordinate activities and staffing for meetings and presentations.

Work with account managers and group contacts to determine group specific open enrollment needs. Understand / execution open enrollment plan. Facilitate enrollment activities by representing Kaiser Permanente, and transporting enrollment materials and promotional items.

Participate in enrollment events; enrollment meetings, health fairs, etc. Track and monitor plan and enrollment activities throughout open enrollment season. Complete post-open enrollment analysis; identify lessons learned.

Report analysis to account managers. Focus on milestones leading to increased consumer engagement. Participate in special projects to impact consumer engagement.

Understand KP technology tools (e.g. kp.org, My Health Manager, KP Mobile Apps, microsites) and know how to use and demonstrate them.

Acquire and enter customer engagement data in a timely and accurate manner. Enter encounter data in a timely manner.

Collect competitor information at the worksite as appropriate. Enter competitor information into Sales Connect as needed.

Reinforce a culture of collaboration and accountability between sales, account management, product development, member marketing communications, case installation, local service area resources and other key internal partners.

Basic Qualifications:




Bachelor's degree in marketing or finance or business administration OR four (4) years of experience in a directly related field.

High school diploma or GED required.

License, Certification, Registration


Additional Requirements:

You must be bilingual in one of the following languages as indicated: Spanish, Chinese, or Vietnamese.

Experienced in meeting individual business objectives.

Customer service skills with the ability to articulate and respond to issues.

Effective verbal and written communication skills required.

Strong interpersonal, presentation, and persuasion skills required.

Good computer skills, including experience creating client presentations using Microsoft Office programs and use of client databases.

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

Excellent rapport building skills.

Quick learner of key information.

Ability to take direction from multiple stakeholders.

Collaborative work style.

CA Accident and Health Insurance license required within 90 days of hire date.

If National Accounts or Stockton Telesales, all applicable state license(s) required within 90 days of hire date, as dictated by regional requirements.

If Medicare Sales Representative/Sales Managers/Enrollers, no license requirement.

If Occupational Health, no license requirement.

Preferred Qualifications:

One (1) year experience in marketing, business development, customer service, consumer sales, account management or sales.

Background experience in brokerage/consultant, insurance carrier, TPA, or benefits administration.

Previous experience in healthcare sales/service.

Some knowledge of underwriting processes, healthcare products, and contracts.

Primary Location: California,San Diego,San Diego Sales & Marketing Admin. 8889 Rio San Di Scheduled Weekly Hours: 40 Shift:

Day Workdays: Mon, Tue, Wed, Thu, Fri Working Hours Start: 8:00 AM Working Hours End: 4:00 PM Job Schedule: Full-time Job Type:

Standard Employee Status: Regular Employee Group/Union Affiliation: Non-Union, Non-Exempt Job Level:

Entry Level Job Category: Sales and Marketing Department: Consumer, Sales and Retention Travel:

Yes, 50 % of the Time Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.

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 and state laws, as well as applicable local ordinances, including but not limited to the San Francisco and Los Angeles Fair Chance Ordinances.

Click here for additional requirements >

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Engagement Specialist I-Bilingual

Kaiser Permanente