Account Executive

Account Executive Phoenix

Are you a driven, relationship-focused professional with deep knowledge of Arizona's home and community-based services? Total Care Connections is seeking a highly motivated Account Executive to join our Phoenix team. If you have a proven track record of generating client referrals - especially from the VA, Banner, United Healthcare, as well as Private Pay - and you thrive in a role where results matter, we want to meet you.

Our ideal candidate is passionate about serving seniors and disabled adults, excels at connecting with referral partners, and understands the rules, regulations, and requirements of Arizona Medicaid HCBS programs.

Job Summary

The Account Executive plays a vital role in growing our client base by cultivating strong referral relationships, conducting timely client assessments, and building individualized care plans. This is a position that will require you to be in office at times and also out in the community. Success in this role requires self-motivation, consistent follow-through, and the ability to meet clearly defined performance targets.

Duties and Responsibilities

Referral Partner Engagement

Develop and maintain strong relationships with Banner, United Healthcare, the VA as well as Private Pay community referral sources.

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.

Client Intake and Care Planning

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.

Compliance and Documentation

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 United Healthcare, Banner, and the VA.

Collaboration and Communication

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.

What We're Looking For

This role is for someone who embodies the Core Values of Total Care Connections:

Servant Leader We put the needs of others first.

Commitment to the Extraordinary We go above and beyond to deliver exceptional care and service.

Can Do Spirit We face challenges with optimism and determination.

Radical Generosity We give freely of our time, resources, and compassion.

We're also looking for someone who lives out the virtues from Patrick Lencioni's The Ideal Team Player :

Hungry You're driven to meet and exceed goals without needing to be pushed.

Humble You put the mission and team above ego.

People Smart You connect easily, communicate effectively, and build trust quickly.

Skills/Qualifications

Preferred: Experience working with Banner, United Healthcare, and VA processes.

Experience working with Private Pay referral sources.

Preferred: In-depth knowledge of Arizona Medicaid HCBS regulations.

At least one year of experience in the home and community-based services industry in Phoenix.

Proven ability to generate and grow client referrals from professional partners.

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.

Preferred: Bilingual (Spanish and English)