Processes employee leave and accommodation requests, reviews documentation for accuracy and completeness, and prepares clear written correspondence. Applies client policies and procedures, recommends next steps, maintains confidentiality, and provides responsive customer service. The role requires attention to detail, critical thinking, effective written and verbal communication, deadline management, and proficiency with Microsoft Office and case management software. It is hybrid, with occasional work required at the Orange, California office.

Manages strategic client accounts, builds consultative relationships, drives retention and expansion sales, identifies opportunities, prepares proposals and reports, supports onboarding and service delivery, and serves as an escalation point. Maintains CRM records, tracks KPIs, collaborates across departments, and supports revenue goals through account management and business-to-business selling.

Sell occupational healthcare service solutions across the full sales cycle. Build pipeline, manage RFPs/proposals, negotiate contracts, meet quota, partner with marketing and operations, and transition closed accounts to account management.