Regional Sales Director (Rocky Mountain Region)

Carisk Partners

4h•Hybrid

About The Position

Role Overview Target Workers Compensation Carriers/TPA’s and Self Insureds. Selling the HeadsUp services/dental, hearing, vision, and Behavioral Health. Role Responsibilities Developing new customer acquisition as well as servicing existing national customers (contracted). Strategic sales planning and Education W/ the Adjuster & Nurse Case Managers within the region. 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 breakdown 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

Requirements

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
Proficiency in MS Office Suite and contact management software
Valid driver’s license

Nice To Haves

Preferrable sales/marketing experience in the P&C Workers Comp and TPA industry
Two years of sales experience preferred

Responsibilities

Developing new customer acquisition as well as servicing existing national customers (contracted)
Strategic sales planning and Education W/ the Adjuster & Nurse Case Managers within the region
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 breakdown 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

Benefits

Quarterly Commissions
10 Paid Company Holidays
Paid Time Off
Competitive Medical, Dental, and Vision Insurance
Company Sponsored Life Insurance
Supplemental Life Insurance, Short/Long Term Disability, Employee Assistance Program, Flexible Spending Account, and many other Ancillary Benefits
401(k) Retirement Plan with Company Match
ClassPass Wellness Program
Employee Discount Program
Flexible and Hybrid Schedule Options
Internal Education Programs and Tuition Reimbursement Options
Internal Advancement Opportunities
Company-Wide Diversity and Holiday Celebrations
Best Places to Work Award Recipient 5 years in a row!
Schedule options and work location vary between departments and management approval