The Business Development/Claims Adjuster is responsible for managing his/her book of business. ?This individual identifies, contacts and closes prospective clients, and services existing accounts, ensuring quality and consistency of service and/or product delivery.
Essential Job Responsibilities:
- Prepare action plans and schedules to identify specific targets and project number of contacts to be made.
- Follow up on leads and referrals resulting from field activity.
- Identify sales prospects and contact them to begin the sales process.
- Strategize and execute tactics to attract unique audiences to events.
- Prepare for and attend/staff exhibits, conferences, meetings and other local, regional and national promotions and events.
- Effectively establish and maintain relationships with prospective clients.
- Create account plans to identify actions, special service instructions for each client and communicate them to Scheduling.
- Develop and execute account-level sales plans.
- Manage the client relationship; act as liaison between the client and internal staff to ensure timely, accurate communication.
- Identify and resolve client concerns.
- Routinely meet with VP of Sales and Marketing with updates on achievements/challenges, industry information and feedback gathered through field activity.
- Participate in weekly sales meetings via telephone – break down accounts, strategize actions.
- Assist in the preparation, and delivery of sales materials, exhibits and promotion programs.
- Complete expense reports timely and accurately.
- Complete and submit the Integrity Sales Goals booklet for touch base meetings and yearly planning meeting.
- Maintain an acceptable attendance record.
- Assist in Provider relationships.
To perform this job satisfactorily, an individual must be able to perform each duty and responsibility satisfactorily. ?The qualifications and requirements listed below are representative of the knowledge, skills, abilities, and physical demands required. ?Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Experience:
Bachelor of Arts degree and at least three (3) years of experience in account management and sales, preferably in the insurance, legal or healthcare industry.
Knowledge/Skills/Abilities:
- Self-directed; ability to work effectively independently.
- Ability to build strong relationships.
- Knowledge of planning and scheduling techniques.
- Knowledge of customer service standards and procedures.
- 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.
- Ability to persuade and influence others.
- Knowledge of advertising and/or sales promotion techniques, and their effective implementation.
- Ability to plan, organize, and implement a range of sales promotion programs and/or events.
- Thorough knowledge of the industry;
- Drive to identify and/or follow up on sales leads and referrals and bring them to successful closure.
- Ability to think creatively.
- Proficiency in MS Office Suite and contact management software.
- Strong knowledge of each client’s service requirements.
Certification, License, and Registration:
Medlogix, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
