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Licensed Sales Services Associate I, Small Group

August 4, 2026

<div><strong style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);color:rgb(0, 0, 0);font-family:" open="" sans",="" "segoe="" ui",="" frutiger,="" "frutiger="" linotype",="" "dejavu="" "helvetica="" neue",="" arial,="" sans-serif;font-size:13.02px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;letter-spacing:normal;orphans:2;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;"="">Note: </strong>Work location is remote (e.g. home address), per Kaiser Permanente’s Authorized States Policy ▪ Employees may be required to travel to a Kaiser Permanente or customer sites. Residency required in the primary location:<strong style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);color:rgb(0, 0, 0);font-family:" open="" sans",="" "segoe="" ui",="" frutiger,="" "frutiger="" linotype",="" "dejavu="" "helvetica="" neue",="" arial,="" sans-serif;font-size:13.02px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;letter-spacing:normal;orphans:2;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;"=""> 500 NE Multnomah St., Portland, Oregon 97232</strong></div><div><strong>Job Summary:</strong></div><p><strong>In addition to the responsibilities below, this individual contributor role is also required to obtain the Health Insurance License in state(s) where applicable within three (3) months from date of hire/transfer.</strong><br><br>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. <br><br>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.</p><div><br><strong>Essential Responsibilities:</strong></div><ul style="margin-bottom:0;margin-left:1px;margin-top:0;"><li>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.</li><li>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.</li><li>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.</li><li>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.</li><li>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.</li><li>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.</li><li>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.</li><li>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.</li></ul><br><br><div> <b>Minimum Qualifications:</b></div> <ul style="margin-top: 0;margin-left: 1px;margin-bottom: 0;"><li>High School Diploma or GED, or equivalent OR Minimum one (1) year of experience working in a corporate or business office environment.</li></ul> <ul style="margin-top: 0;margin-left: 1px;margin-bottom: 0;"><li>Health Insurance License (Oregon) within 3 months of hire<br></li></ul> <ul style="margin-top: 0;margin-left: 1px;margin-bottom: 0;"><li>Disability Insurance License (Washington) within 3 months of hire<br></li></ul>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...