Regional Account Manager – Northern CA

General Responsibilities

Responsible for performing a variety of duties during the course of the day including: Responding to requests for information, requests for proposals, HH and DME quotes, marketing presentations, meeting with adjusters, Risk Managers, Case Managers and other interested parties, secure leads for new business opportunities and maintain positive established relationships with current clients.

Essential Duties

Business Development

  • Identify, engage, plan and develop new regional accounts.
  • Manage current accounts to assure sales volume grows year after year. This includes increasing utilization in national accounts.
  • Sell target accounts, identify prospects and create new ideas to generate revenue and new opportunities.
  • Enhance current account and business opportunities by working with regional resources.
  • Report opportunities and leads through pipeline reports and sales reports. Qualify leads and ensure to involve National Sales Representative as needed.
  • Meet expectations of account face to face visits as set forth by company policy. (Meet weekly and monthly expectations of account visits as deemed necessary by Sales Manager)
  • Work with National Account Managers and provide information by date of request.
  • Schedule, coordinate, and attend CEU programs.

Customer Relations

  • Report client issues for suitable resolution according to company policy.
  • Resolve issues and ensure the highest level of quality service by coordinating Sales Manager, Resolution Desk, Operations Manager when appropriate.
  • Oversee account compliance to ensure company contracts are maximized to full potential.


  • Engage in industry partner program relationships to summon and discuss market and customers. There is an expectation of at least one networking/industry event per month.
  • Represent and foster company at conferences, business affiliations, charity events, vendor fairs, and company functions.


  • Inform work status and progress to Sales Manager and meet deadlines as it relates to reports and other projects directed by the Sales Manager.
  • Manage and maintain necessary documentation of expense account as directed by the company’s policy on expenses and reimbursements.
  • Respond to emails and requests timely and by deadlines set forth by the Sales Manager.
  • Abide by the company policy handbook on the Code of Ethics.
  • Meet with Sales Manager once per quarter to review sales plan to ensure company goals/targets are met.


  • All Regional Account managers are expected to make their monthly referral goal.  If RAM does not make referral goal for three consecutive months, RAM will be placed on a 30 day action period.  If there is no improvement, this will be considered grounds for dismissal.
  • If Regional Account manager exceeds their monthly expense budget, the amount exceeded will be taken out of their commission check for that month.
  • Referral goals will be reviewed quarterly and adjusted based on territory trends, account wins, and account losses. 

Standard Requirements

  • Supports the Mission, Values and Vision of Home Care Connect.
  • Knowledgeable of injured worker’s rights and ensures an atmosphere which allows for the privacy, dignity and well-being of that injured worker.
  • Supports, cooperates with, and implements specific procedures and programs for:  
  • Confidentiality of all data, including injured worker’s demographics, employee and operations data.
  • Quality Assurance and compliance with all regulatory requirements.
  • Compliance with current law and policy to provide a work environment free from sexual harassment and all illegal and discriminatory behavior.
  • Supports and participates in common teamwork:
  • Cooperates and works together with all co-workers; plan and complete job duties with minimal supervisory direction, including appropriate judgment.
  • Uses tactful, appropriate communications in sensitive and emotional situations.

Standard Requirements

  • Follows up as appropriate with supervisor, co-workers or residents regarding reported complaints, problems and concerns.
  • Promotes positive public relations with co-workers, referral sources and providers.
  • Completes requirements for in-service training, acceptable attendance, and dress codes including personal hygiene, and other work duties as assigned.

Basic Qualifications

Education/Training: College Graduate

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.

Appy Below