Regional Account Manager - West Coast

Ethos Risk Services • San Francisco, CA

2d • Remote

About The Position

Ethos is a leading insurance claims investigation and medical management company focused on providing data that supports better client decisions. The Regional Account Manager joins the Ethos Medical Management Sales Team to acquire new clients and expand existing partnerships in the medical management sector, including nurse case management, IME, utilization review, and medical bill review. This is a full-time remote position with occasional travel, suited to candidates based in West Coast states.

The role uses consultative sales skills to present Ethos's medical management solutions, guide clients through the sales process, and support seamless service delivery. The position maintains and grows an assigned territory and existing book of business, manages sales opportunities from qualification through negotiation and closure, and collaborates with internal teams on onboarding and client satisfaction. The posting describes the role as supporting partnerships across the Southern territory, while also identifying it as a West Coast-focused remote position.

Requirements

• At least 3 years of experience in the claims industry, such as workers' compensation and/or liability.
• Excellent communication, negotiation, and presentation skills.
• Strong interpersonal skills and the ability to persuade and influence clients.
• Detail orientation and outstanding problem-solving capabilities.
• Proficiency in Microsoft Office Suite and CRM tools.
• Self-motivation and the ability to manage the sales process autonomously.

Nice To Haves

• Bachelor's degree in Business, Healthcare, Marketing, or a related field.
• B2B sales experience in nurse case management, IME, utilization review, and medical bill review.
• Familiarity with investigative services.
• Experience with Salesforce.

Responsibilities

• Conduct 2–3 client meetings per week, split approximately evenly between virtual and in-person meetings, with up to 25% local travel and occasional overnight travel (2–3 trips per quarter).
• Maintain and grow an existing book of business in the assigned territory.
• Make daily outreach contacts by phone, email, or other communication channels to drive engagement.
• Manage the full sales cycle, from lead qualification through contract negotiation and closure.
• Prepare proposals tailored to medical management clients and highlight Ethos's value proposition.
• Maintain detailed, up-to-date records of sales activities in Salesforce CRM.
• Represent Ethos at industry events, conferences, and trade shows.
• Collaborate with internal teams to facilitate client onboarding, ensure seamless handoffs, and drive client satisfaction.

Benefits

• Competitive base salary, uncapped commissions, and performance-based incentives.
• Comprehensive benefits package, including healthcare and retirement plans.
• Opportunities for professional development and career growth.
• Supportive and innovative work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed