Regional Sales Director (Rocky Mountain Region)

About Carisk Partners, Inc.

Carisk Partners, a Best Places to Work award winning organization, is a specialty risk transfer, care-coordination company servicing insurers, government entities, self-insured plan sponsors and other managed care organizations. Through its Pathways 2 Recovery care model, Carisk Partners aims to improve outcomes and reduce overall cost of quality care by applying best practices in a patient – centered approach to manage complex challenges for the group health, casualty and auto markets.

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

Role Qualifications

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

Culture and Benefits at Carisk:

• 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 Reimburse