Summary of Position:
HeadsUp Healthcare, A Carisk Partners Company, is a patient-first specialty managed care company for injured workers focusing exclusively on above the neck injuries. We offer a generous benefit package including Medical, Dental and Vision benefits, paid time off, and opportunity for a 401K.
Roles and Responsibilities:
- Manage a book of business – identifying contacts and prospects, servicing existing accounts, and ensuring quality and consistency of service to our customers
- Actively pursue and document new business opportunities and solicit increased referral volume from existing customers within the assigned territory
- Enter all sales related activities into weekly tracker, ensuring all meetings, calls, emails, CEU’s and office visits are accurately recorded for management review
- Develop a prospecting routine including referrals, outbound calling, thought leadership in the market, and event-based campaigns
- Work as a trusted advisor to the customer by delivering great service and building a strong relationship
- Manage the client relationship; act as a liaison between the client and clinical staff to ensure timely, accurate communication
- Perform professional and prompt handling of customer complaints and issues
- Routinely meet with the management and ownership with updates on achievements/challenges, industry information, and feedback gathered through field activity
- Participate in regular sales meetings via telephone; provide break down of accounts, and strategize actions
- Assist in the preparation of sales materials, exhibits, and promotion programs
- Drive to identify and/or follow up on sales leads and referrals and bring them to successful closure
- Maintain strong knowledge of each client’s service requirements
- Prepare for and attend/staff exhibits, conferences, meetings, and other local, regional, and national promotions and events
- Travel to customers within the region as needed
- Complete expense reports timely and accurately
Positional Roles and Responsibilities:
- Secure the information necessary for the intake process from phone, fax, email and web-based referrals
- Enter applicable referral information promptly and accurately into the EMPIRE system for staffing and claims coordination
- Probe when needed to clarify information and request additional information as required
- Act as first point of contact for claimant and client for all initial scheduling of medical or dental appointments
- Work with providers to schedule appointments for Claimant, and communicate appointment details to all applicable parties
- Request, send, receive, and follow up on critical documentation via email and fax
- Handle PHI appropriately, adhering to HIPAA regulations and Company standards
- Document and save all correspondence and documents to secured company file and appropriate communication diaries
- Other duties as assigned
Required Skills and Experience:
- Minimum of three (3) years of workers’ compensation, claims adjustment, or relatable experience with a thorough knowledge of the industry
- Extensive experience in account management and sales, preferably in the insurance or healthcare industry
- Self-directed; ability to work effectively independently
- Ability to build strong relationships and persuade and influence others
- Knowledge of customer service standards and procedures and ability to analyze and solve problems
- Strong interpersonal and communication skills; the ability to work effectively with a wide range of constituencies in a diverse community
- Knowledge of advertising and/or sales promotion techniques, and their effective implementation
- Must be able to adhere to company’s physical & information security standards along with training requirements.
- Proficiency in MS Office Suite and contact management software
- Valid drivers license