• Manage an active caseload, processing various services through product delivery. • Correspond with customers in writing using correct templates and customer instructions. • Obtain necessary information and documentation to complete requested services. • Educate customers on available services and Medicare Secondary Payer Compliance. • Accurately review and enter data into the case management system according to requested services. • Prepare documents, templates, and other correspondence as needed using multiple software programs. • Review medical records to obtain rated ages. • Responsible for electronic file organization. • Receive and respond to telephone calls and emails, addressing customers' questions and concerns. • Collaborate with all teams to meet customer needs and internal service standards. • Work diligently to earn and maintain customer trust. • Escalate customer concerns to the Team Leader for review and resolution. • Review assigned exception reports. • Prepare a daily Work Condition Report. • Foster team cohesion by consistently demonstrating diplomatic, professional, and effective written and verbal communication. • Strictly adhere to company confidentiality policies and procedures, safeguarding sensitive information at all times.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Lead Development Representative (LDR) will focus on implementing Concentra’s outbound sales strategy, specifically by prospecting and filling the field sales funnel with qualified opportunities. This position’s primary responsibility will be to vet leads, make phone calls to prospective customers and schedule appointments. The LDR will work various lead types to identify opportunities that meet a minimum qualification criterion to hand off to field sales. - Initiate a high volume of prospecting/calling - Effectively use CRM (Microsoft Dynamics) to accurately track activity and account information of all prospects - Work various lead types defined by the sales organization to qualify or disqualify based on specific criteria - Build rapport with prospects by offering resources (webinar invitations, white papers, relevant blog articles, etc.) and understanding based on where the prospect is in the buying process - Utilize tools such as CRM, Google, and LinkedIn to determine organizational structure, decision makers, and key influencers in the prospect organization - Gather key information during conversations with decision makers by asking pertinent discovery and follow-up questions to determine current needs and challenges - Execute a precise contact cadence (phone calls, emails, social media) in efforts to schedule appointments with qualified prospects - Consistently meet and exceed daily activity metrics in areas of leads worked, completed calls, and appointments scheduled - Compliment quantity of work with quality and effectiveness of work performed - Nurture a lead effectively until they are Sales Ready - Learn and demonstrate a fundamental understanding of Concentra services and state regulations to clearly articulate capabilities and advantages to prospective customers Qualifications - Education Level: High School Diploma or GED - Customarily has at least one year of sales experience - Telephonic sales experience a plus - Remote work environment experience a plus - Experience in occupational health care or workers’ compensation industry is a bonus Requirements - Concentra Core Competencies of Service Mentality, Attention to Detail, Sense of Urgency, Initiative and Flexibility - Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose quality solutions - Outstanding customer service skills as well as the ability to deal with people in a manner which shows tact and professionalism - The ability to properly handle sensitive and confidential information (including HIPAA and PHI) in accordance with federal and state laws and company policies - Display a self-discipline/self-starter attitude and focus to effectively manage and prioritize in an intense and high-volume business - Strategic thinking skills: critical thinking is a must when identifying customer concerns, revenue maximization opportunities, and customer next steps - Team player who possesses a desire and ability to work in a fast paced, goal oriented, high growth sales environment - Demonstrated success in prospecting - Strong organizational and time management skills - Exceptional verbal communication skills coupled with excellent listening skills through telephonic conversation - Excellent written communication skills with the ability to write a relevant message to the buyer - Flexibility in moving between diverse job tasks - Possesses an outstandingly warm, positive, energetic and professional demeanor - Solid work ethic and integrity with a desire to work with a high level of energy and be a Concentra brand advocate - Comfortable and familiar with technology - Ability to leverage sales automation and tools to streamline efforts

• To determine account management strategies related to client service plans; • To be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; • To provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; • To oversee the work of other local Client Services staff. • Provides stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs. • Conducts pre-renewal visits reviewing client loss experience and general company performance. • Reviews and identifies areas of potential dissatisfaction prior to renewal meetings. • Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs. • Negotiates changes or improvements to service plan. • Facilitates the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments such as information technology, operations and business development. • Coordinates client invoicing, audits and accounts receivable follow up for assigned clients.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities - Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs. - Set up and maintain accurate account details, contacts, and policy information in EPIC. - Attach, organize, and name documents in EPIC. - Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance, etc. - Endorse policy in EPIC. - Create activities in EPIC and assign applicable team member. - Order loss runs. Qualifications - 0-2 years’ experience in Commercial Property and Casualty. Requirements - Licensed or obtaining state Property & Casualty insurance license within a specified time frame. Essential Skills/Competencies - Knowledge of Excel, Word, and other MS Office products to include basic formatting. - Able to learn coverage fundamentals. - Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. - Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance. - Strong written, oral, and interpersonal communication skills. - Able to follow a well-established and familiar set of activities and/or process to derive a solution. - Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery. - Works to achieve stated objectives and delivers results at the close direction of a senior team member. Education - HS Diploma or equivalent. Physical Demands & Working Conditions - Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. - Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. - Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.