Regional Sales Director - Remote Rocky Mountain Region
Independence, Jackson County, Missouri, 64050, USA
Listed on 2026-06-09
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Business
Client Relationship Manager
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.
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 Heads Up 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
- 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
- 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…
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