Account Executive

Duties And Responsibilities

• Develop and maintain strong relationships with Banner, the VA, as well as Private Pay community referral sources.
• Manage several key accounts.
• Conduct at least 50 outbound calls per day to referral sources and/or prospective clients.
• Send follow-up emails for every referral and a thank-you card to every referral partner.
• Track and meet weekly referral growth goals set by leadership.
• Conduct in-home or on-site new client assessments and meet with families to identify needs.
• Create comprehensive, individualized care plans that align with assessment findings.
• Ensure care plans are clear, goal-oriented, and initiated promptly after intake.
• Communicate care plans to caregivers and operations team members for smooth service initiation.
• Ensure all intakes and care plans meet Arizona Medicaid and company standards.
• Maintain accurate, timely documentation in the agency’s systems.
• Understand and apply eligibility requirements for Banner and the VA.
• Partner with Care Managers and Scheduling teams to ensure new clients are staffed quickly.
• Represent Total Care Connections professionally when meeting with clients, families, and referral partners.
• Participate in team meetings and contribute to growth-focused initiatives.

Skills/Qualifications

• Experience working with Banner and the VA referral processes.
• Experience bringing in Private Pay clients.
• Experience managing multiple key accounts at one time.
• In-depth knowledge of Arizona Medicaid HCBS regulations.
• At least one year of experience in the home and community-based services industry in Arizona.
• Prioritization of client needs and ability to meet high daily/weekly activity targets.
• Excellent communication and relationship-building skills.
• Strong organizational skills with attention to detail.
• Ability to work independently and meet high daily/weekly activity targets.
• Proficiency with computers, CRM systems, and email communication.
• Reliable vehicle and clean driving record.