4 Client Relations jobs in Santa Clarita

**Job Summary and Responsibilities**
JOB SUMMARY / PURPOSE
The Client Relations Executive (CRE) makes essential contributions to the achievement of the organization's
objectives as a field-based business development representative, consistently meeting the volume
expectations for referrals and admissions. The CRE is the voice of the customer. The position maintains and
grows current market share and grows new sources of business sufficient to support the branch's business
plan. This position will work with the Director, Business Development; Regional Vice President, Market
Development; or Vice President, Sales and branch Director, Operations to develop and execute specific strategies
and tactics to achieve revenue targets, patient experience and profitability goals.
The Client Relations Executive II (CRE II), additionally, is a mentor and coach, responsible for the supervision of
assigned CRE(s) and/or Care Transition Nurse(s). The CRE II is also the voice of the customer and observes and
reports trends, changes, and new opportunities to assist CHI Health at Home with planning and executing
business growth strategies.
Depending on which business unit is assigned, Home Health and Hospice CRE(s) primary customers are skilled
nursing facilities, assisted living communities, Community Based Residential Facilities, physicians, professional
associations and organizations within the established market.
ESSENTIAL KEY JOB RESPONSIBILITIES
1. Supports CHI Health at Home's mission to exceed the expectations of our customers, associates, and
shareholders in the delivery of health care and support services in a way that a caring family provides.
As a member of the Catholic Health Initiatives (CHI) family, our mission aligns and supports that of our
parent health system. Supports CHI and CHI Health at Home's values, strategic goals and high
standards of customer service. Consistently lives People First Behaviors. Follows the policies and
procedures of the organization.
2. Adheres to the Corporate Compliance Program, including confidentiality of HIPAA health protected
health information.
3. Must meet or exceed established monthly admission target(s) as provided by their supervisor and
determined by the branch monthly budget.
4. Identifies and qualifies health care relationships within regional territory with a focus on skilled nursing
facilities, assisted living communities, Community Based Residential Facilities, physicians and other
health care providers and hospital systems.
5. Develops and maintains relationships with key customer sources through regular contact and follow-up
procedures.
6. Acts as the key contact for client troubleshooting and conflict resolution.
7. Responsible for developing and working a yearly business plan for the region that includes
strategies for exceeding established budgets and goals.
8. Develops and maintains accurate data on customer relationships within RSL on each key referral
source to provide client information needed to build strong ties and deliver customer satisfaction. 9.
Communicates to branch(es) on a daily basis to give and receive vital client information. 10.
Completes reports detailing field activity and results on a weekly basis.
11. Represents CHI Health at Home in relevant professional organizations and in the community.
12. Assists in proposal preparation and presentation.
13. Analyzes and makes recommendations for contracts.
14. Assists with educating the community about services.
15. All other duties as assigned.
16. Home Health and Hospice CRE(s) Follows referral of a patient to CHI Health at Home, assists facility
discharge coordinators in coordinating quality home care services for clients in the following manner:
a. Determines patient eligibility for home care services.
b. Effectively communicates with appropriate disciplines involved in the care of potential home
care clients, and provides information and recommendations to CHI Health at Home staff. c.
Develops professional working relationships with health care providers and facilities, generating an
open flow of information and support of home care goals; provides value added counsel, teaching
and resourceful problem solving.
d. Available to all discharge planners, physicians, other personnel and clients to 1) analyze
eligibility for home care or hospice and provide general guidance in determining if a patient
would benefit from home care or hospice services and/or 2) explain Medicare and Medicaid
guidelines, insurance plan benefits, financing options, CHI Health at Home policies, etc.
**Job Requirements**
**Minimum Qualifications**
**Required Education**
Health care professional credential, Bachelor's degree or
comparable business experience required
**Required Minimum Experience**
CRE I
Minimum of one year of related sales experience, preferably
in a health care/medical field or patient transportation
**Required Minimum Knowledge, Skills, and Abilities**
Excellent sales, customer service and persuasive abilities; ability to
build trusting relationships and gain commitment for referrals.
Excellent communication skills, both verbal and written. Strong
knowledge of computer-based applications, including Microsoft
Office applications (Excel, Word & PowerPoint) and territory
management systems.
Excellent time management, organizational, administrative and
presentation skills, as well as the ability to work independently and
interdependently, to interact with all levels of staff and
management, set priorities, manage multiple demands effectively
and use good judgment.
Excellent interpersonal skills with diverse customers and staff. Must
be highly articulate and capable of communicating effectively with
groups and individuals verbally and in writing, with strong
presentation skills and ability to interact with all levels of staff and
management using superior interpersonal and influencing skills.
Communicates with optimism about the future.
Ability to travel, valid driver's license, auto liability insurance
coverage according to company policy.
CRE II
Basic knowledge of the healthcare industry, Medicare, managed
care, insurance reimbursement and accounting practices.
Knowledge of contracting.
Demonstrated ability to effectively lead, train, develop, evaluate
and manage staff performance.
Possesses a strong belief in an organizational culture that
encourages valuing, recognizing and empowering associates and
best service excellence practices demonstrated through personal
behavior and work ethic required.
**Preferred Edudcation and/or Experience**
CRE I
Minimum of one year of related sales experience, preferably
in a health care/medical field or patient transportation.
**Where You'll Work**
Marian Regional Medical Center a 191-bed facility located in Santa Maria California is recognized as one of the Top 250 Hospitals in the Nation by Healthgrades and was awarded Best Maternity Care by Newsweek. It ranks among 10% in the nation for safety core measures in cardiac services and has the only comprehensive cancer treatment and resource program from Los Angeles to San Francisco. Marian's beautiful mission-style facility houses the latest technology to support excellent physicians and caregivers who deliver compassionate care each and every day. Marian Regional Medical Center is a part of Dignity Health's Southwest Division and is a member of CommonSpirit Health the largest not-for-profit health care system in the nation boasting an integrated network of top quality hospitals with physicians from the most prestigious medical schools and comprehensive outpatient services - all recognized for quality safety and service. Marian's offers Santa Maria Valley residents access to the most advanced technologies an expanded and enhanced Emergency Department Critical Care Unit neonatal intensive care unit and an array of women's services.
One Community. One Mission. One California ( Range**
$36.00 - $49.07 /hour
We are an equal opportunity/affirmative action employer.

**Who Are We?**
Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$123,000.00 - $203,000.00
**Target Openings**
1
**What Is the Opportunity?**
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Private & Non-Profit Liability team which provides financial protection private and non-profit companies. Team members work in a fast-paced environment that analyzes complex data related to financial performance, industry and economic exposures, and risk management practices Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud Expense Reimbursement.
The Managing Account Executive (MAE) will manage a team of underwriters, in partnership with the Managing Director, and partner with agents and brokers to provide insurance or surety solutions to customers. An MAE will analyze and evaluate risk to achieve business goals within an their individual and teams assigned book of business.
As a MAE, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts while managing a small team of underwriters.
+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
+ Execute business unit underwriting strategies across your team's book of business to achieve profit and growth objectives.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute individual and team agency sales plans that align with region/group sales plans to drive team success.
+ Provide coaching, training, and performance management of team while ensuring the successful execution of the business strategy.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Six to eight years of applicable underwriting experience.
+ Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
+ Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
+ Experience leading others.
**What is a Must Have?**
+ Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ( ) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit .

**Who Are We?**
Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$106,300.00 - $175,400.00
**Target Openings**
1
**What Is the Opportunity?**
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Private & Non-Profit Liability team which provides financial protection private and non-profit companies. Team members work in a fast-paced environment that analyzes complex data related to financial performance, industry and economic exposures, and risk management practices Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud Expense Reimbursement.
The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource.
As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts.
+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
+ Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute individual agency sales plans that align with region/group sales plans to drive team success.
+ Train and mentor less experienced underwriters.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Five to eight years of applicable underwriting experience.
+ Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
+ Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
+ Experience coaching and mentoring others.
**What is a Must Have?**
+ Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ( ) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit .