Reports to: National
- Establish clearly defined objectives for each account to mitigate nationally related issues and continuity of service.
- Working with Operations, establish baseline customer reports and delivery of monthly/quarterly/yearly results
- Monthly/Quarterly or Yearly Stewardship meetings as needed
- Reviewing monthly results by account with Local Sales to help increase penetration
- Client Implementation:
- New client implementation onboarding to include established protocol
- Memorialize service delivery expectations with both Client and Operations (including client reporting criteria)
- Coordinate client implementation, onsite/remotely as needed, coordinating education for both Regional sales, client and local referral sources
- Develops and manages successful relationships with assigned group of accounts
- Monthly report deep dive (working with Operations and Sales Management)
- Assist with Conference scheduling and Sales support (working with Marketing)
excellent customer service and respect for customers, co-workers, and
effectively with Management on any and all outstanding concerns with HH and DME
referrals i.e. staffing issues, follow up issues, cost related issues, and
client related concerns.
tasks which are supportive in nature to the essential functions of the job, but
which may be altered or redesigned depending upon individual circumstances.
Education/Training: College Graduate Preferred.
Skill(s): Proficient reading, writing, grammar, and mathematics skills;
knowledge of medical terminology; good interpersonal relations and
communicative skills; moderate PC skills with emphasis on accuracy; good
organizational skills. Proficient in MS Office Applications such as Word, Excel
and PowerPoint. Able to multi-task as needed.
Experience: Work Comp Insurance experience preferred.
Job Location Within designated territory.
used in the performance of this job
incumbent must maintain skills necessary to safely and efficiently operate the
following equipment and machines used in the performance of this job:
- Fax machine
- Personal computer