Carisk Partners

• Serve as a marketing partner for assigned Carisk solutions, supporting messaging, positioning, and go-to-market initiatives. • Develop a strong understanding of each solution’s capabilities, audience, and competitive landscape. • Collaborate with product leaders, clinical subject matter experts, and sales teams to align marketing initiatives with business priorities. • Help translate complex clinical and operational concepts into clear, differentiated messaging. • Ensure consistency of messaging across marketing, sales, and conference materials. • Develop high-quality marketing and client-facing materials, including: Client presentations and stewardship decks, Sales presentations and strategic account materials, Case studies and solution one-pagers, Website and landing page content, Email campaigns and digital assets. • Partner with internal creative and digital teams to execute marketing campaigns and initiatives. • Manage content timelines and coordinate cross-functional input to ensure materials are accurate and delivered on schedule. • Support sales and account teams with tailored presentations and materials that communicate Carisk’s value to clients and prospects. • Track performance of marketing campaigns and content to identify opportunities for improvement. • Manage Carisk’s promotional marketing inventory, including branded materials, giveaways, signage, and event assets. • Track inventory levels, coordinate ordering and replenishment, and maintain visibility into quantities, locations, and usage. • Support planning and preparation for major industry conferences and events by ensuring marketing materials, collateral, and promotional assets are ready and aligned with event goals. • Coordinate shipping logistics, asset allocation, and post-event reconciliation of materials. • Partner with sales and marketing leadership to ensure conference messaging and materials align with solution priorities and business development objectives. • Work with vendors, procurement, and finance to manage production timelines, purchase orders, and invoices.

Role Overview As a Workers' Compensation Care Coordinator, your responsibility is to ensure that the patient is receiving quality care that is appropriate, necessary and in alignment with the Care Coordination Plan designed specifically to meet the needs of each patient. In doing so, you will also anticipate the patient's future medical and behavioral health needs and aid in ensuring the proper mechanisms are put in place to meet maximum rehabilitation in the most efficient and cost-effective way possible. You will also assist in the development and presentation of Care Coordination Plans, working closely with Carisk’s experienced and strengths-based medical and behavioral health clinical team. Role Responsibilities - Assesses and analyzes the injured worker's medical, behavioral and/or vocational status, utilizing Carisk’s patient-centered, strengths-based biopsychosocial approach. - Assists in developing a Care Coordination plan to help the patient achieve maximum functional improvement. - Engages with the patient, current and potential providers as well as vocational and social support systems and other stakeholders externally. - Engages with Carisk’s Clinical, Quality, Provider Relations and other teams internally. - Manages a patient’s progress towards the desired outcomes via a customer facing monthly progress report. - Arranges referrals, consultations, therapeutic services, and confers with other specialists regarding course of care and treatment. - Accurately reports all cases, activity and hours associated in accordance with customer-specific guidelines and consistent with Carisk documentation practices. - Attends all meetings and conference calls as requested by Carisk Clinical and Administrative teams. - Maintains any required credentials and adheres to all codes of ethics required by these credentials. - Performs various professional duties as assigned by management. Role Qualifications - Required current, active, and unrestricted Nursing License (RN or LPN) - Preferred Workers’ Compensation and Case Management Experience 1-2 years minimum - Certified Case Manager (CCM) designation preferred - Bilingual ability (English and Spanish) required - Must be able to work 11:30am-8:00pm EST (all time zones accepted) Culture and Benefits at Carisk: - 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 Carisk Partners 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.

• Reviewing and managing Medical and Dental claims to ensure accuracy and completeness. • Contacting clients, employers, and other relevant parties to collect outstanding payments. • Maintaining detailed records of all communications and transactions related to claims, payments, and applicable information. • Preparing regular reports on the status of collections and outstanding claims. • Educating customers on the billing process and procedures to prevent delinquency recurring. • Responding to incoming finance calls and email inquiries from clients and providers and communicating with outside customers regarding billing issues. • Opening and sorting incoming mail to ensure timely processing and distribution. • Performing all other duties and assignments as directed by management.

Role Overview The Provider Relations Specialist serves as a key liaison between Carisk Partners and the provider community, helping to expand and strengthen our provider network to support injured workers. Carisk Partners operates within the Workers’ Compensation industry and encompasses multiple divisions, including HeadsUp Healthcare and Carisk Outcomes. This role primarily supports the HeadsUp Healthcare division by identifying, sourcing, and contracting with behavioral health providers - both individual clinicians and group practices – to ensure injured workers have timely access to high-quality care. As the main point of contact for providers, the Provider Relations Specialist will foster lasting relationships through clear communication, education, and ongoing support. When needed, the Provider Relations Specialist will also support Carisk Outcomes by coordinating with a broader range of healthcare providers involved in the injured worker’s care, including both physical health and behavioral health providers. This role is key to the day-to-day management and growth of our provider network, with responsibilities spanning recruitment, contracting, retention, education, issue resolution, and the cultivation of strong provider relationships. Role Responsibilities - Manage assigned provider sourcing requests, ensuring providers align with the client expectations, and meet injured worker’s clinical, geographic, and logistical needs. - Conduct thorough research using available tools to identify, evaluate, and engage appropriate behavioral health providers. - Lead contracting and negotiation efforts with providers, including the preparation and execution of agreements and amendments, in alignment with company standards. - Consistently meet or exceed recruitment goals within established timelines to support the timely delivery of care for injured workers. - Provide timely updates to internal stakeholders, including sourcing status reports and escalation of any issues that may delay access to care. - Identify gaps in the provider network based on geography or specialty and proactively recruit new providers to address those needs. - Serve as the primary point of contact for providers, clearly communicating operational procedures, referral processes and expectations, while reinforcing the value of partnering with HeadsUp Healthcare and, when applicable, Carisk Outcomes. - Address provider concerns and complaints by coordinating with internal teams to ensure timely and satisfactory resolution. - Act as a liaison between providers and internal departments, including Billing, Scheduling, Care Management, and Sales/Marketing, to support seamless operations. - Build and maintain strong, collaborative relationships with providers to support engagement, retention, and compliance. - This job description outlines the core responsibilities and expectations for the role, but is not all-inclusive. Duties may evolve based on business needs, and additional responsibilities may be assigned as required. Role Qualifications - Bachelor’s degree in Healthcare, Business or related field (equivalent industry experience may be considered in place of a degree). - Minimum of 2 years of experience in provider recruitment, contracting, and negotiation. - Solid understanding of managed care principles and reimbursement methodologies. - Ability to work independently, manage time effectively, and set clear priorities. - Proven experience building and maintaining strong relationships within the provider community. - Collaborative team player with the ability to thrive in a fast-paced environment and develop positive working relationships across departments. - Highly organized and customer-focused, with excellent interpersonal skills and the ability to effectively engage and influence providers. - Strong written and verbal communication skills; experience delivering formal presentations is a plus. - Proficient in Microsoft Office, especially Excel. - Experience in Workers’ Compensation and/or behavioral health is preferred. - Access to a personal vehicle and a valid driver’s license is preferred. - Willingness to travel within assigned geographic territory, as needed. Culture and Benefits at Carisk: - 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 Carisk Partners 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.

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 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 **Applicable roles only Carisk Partners 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.