Account Executive

Requisition ID
# of Openings
Sales & Marketing


The Account Executive identifies opportunities, seeks and engages new clients, develops new proposals and manages existing accounts. This position requires consistent contact with clients; maintains awareness regarding industry standards and client expectations; utilizes time efficiently and travels on an as needed basis. Position works independently as well as with others to demonstrate and achieve superior customer service, market knowledge and strives to meet and exceed company’s revenue objectives.   



  • Drives the development of local, national, and international sales.
  • Maintain key customer relationships and develop and implement strategies for expanding the company’s customer base.
  • Acts as a liaison between clients and the company, actively promotes services, gathers and exchanges information.
  • Represents the company at industry functions, conferences, tradeshows, seminars, meetings, and when necessary, organizes and conducts client entertainment.
  • Informs clients of updates in regards to policy changes, services and physicians.
  • Assists in resolving client concerns relative to service and report quality issues in a timely manner.
  • Visits physicians as necessary and assist with physician recruiting efforts.
  • Evaluates the results of overall sales efforts regularly and reports these results to the Director of Sales and Marketing.
  • Continuously analyzes the market and competition and identifies external threats and opportunities; Adapts sales strategy to changing conditions.
  • Provides weekly, monthly and or quarterly updates as directed.
  • Attends all sales and marketing meetings as directed.
  • When necessary, assists with account collection activity.
  • Performs miscellaneous duties as assigned by management.



  • Must hold a valid state Driver’s License.
  • Must be able to divide work requirements between 60% office time and 40% travel.
  • Ability to follow instructions and respond to upper managements’ directions accurately
  • Demonstrates accuracy and thoroughness. Looks for ways to improve and promote quality and monitors own work to ensure quality is met.
  • Must demonstrate exceptional communication skills by conveying necessary information accurately, listening effectively and asking questions where clarification is needed.
  • Must be able to work independently, prioritize work activities and use time efficiently.
  • Uses intuition and experience to effectively market the company’s services.
  • Ability to develop and deliver compelling presentations.
  • Demonstrates the ability to problem solve and develop alternative solutions when dealing with client issues or emotional topics.
  • Must be able to maintain confidentiality.
  • Must be able to demonstrate team behavior and willing to promote a positive team -oriented environment.
  • Must be able to stay focused and concentrate under normal or heavy distractions.
  • Must be able to work well under pressure and or stressful conditions.
  • Must possess the ability to manage change, delays, or unexpected events appropriately.
  • Demonstrates reliability and abides by the company attendance policy.
  • Must maintain a professional and clean appearance at all times consistent with company standards.



  • Bachelor degree in business, marketing or sales; or five years related experience in outside sales; or equivalent combination of education and experience.
  • Strong knowledge of claims management relative to workers' compensation, no-fault, liability, and disability is preferred.

workers' compensation, no-fault, liability, and disability, insurance, medicare, MSA compliance, Case Management Services, account management, outside sales represenative, cold calling, customer service 





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