California Medical Evaluators

• Serve as the first point of contact for client referrals and inquiries • Actively listen and ask targeted questions to uncover critical details including client objectives and case-specific details that are critical inputs for matching the right physician specialty, experience, and location • Educate clients on appropriate expert selection and service options when needed • Capture required details to prepare a referral for scheduling including: Case type (personal injury, workers’ compensation, auto, liability), Evaluation purpose (causation, treatment appropriateness, end of healing, return to work, disability rating), Jurisdictional requirements (examiner licensure/credentialing, guideline competency, maximum mileage for examinee), Client preferences (turnaround times, post-exam physician consults, budget/pricing expectations) • Complete scheduling for certain referrals as dictated by SOPs • Document referral information in CRM and workflow tools as dictated by SOPs with accuracy and completeness • After understanding referral specifics, recommend potential expert(s) to client based on alignment on desired expertise, availability, jurisdictional, client requirements, and other criteria defined by MDpanel regional leadership • Develop and demonstrate command of MDpanel physician panel and client needs when making recommendations • Once the client confirms the desired physician, handoff order to scheduling team • Partner closely with schedulers to ensure handoff is smooth, timely, and aligned with client and physician requirements • Follow standardized processes, scripts, and tools while exercising judgment to manage unique client needs • Support pull through for national customer contracts as well as local referral sources (e.g., attorney groups). Build trust by positioning self as a knowledgeable resource for clients seeking expert opinions • Balance consultative engagement with speed to meet client urgency • Maintain professionalism in interactions with attorneys, paralegals, and insurance professionals • Work with physicians to confirm capability and availability to service cases within an acceptable fee structure • Capture and document physician fee schedules during outreach, including when availability cannot be confirmed, to ensure accurate records for scheduling and future case matching.

• Develop and execute a strategic sales plan to achieve or exceed revenue targets within the assigned region • Own territory performance by identifying high-value opportunities, prioritizing accounts, and driving consistent pipeline growth • Align sales efforts with broader company objectives and market expansion goals • Identify and pursue new business opportunities through proactive prospecting, networking, and lead generation activities • Build and maintain a robust pipeline of qualified prospects across carriers, attorneys, and related stakeholders • Establish and maintain strong, trust-based relationships with clients, partners, and key decision-makers • Conduct product demonstrations and presentations that clearly articulate MDpanel’s value proposition and differentiators • Monitor market trends, competitor activity, and customer feedback to inform sales strategy and identify growth opportunities