California Medical Evaluators

Consultant

• Serve as the first point of contact for client referrals and inquiries
• Actively listen and ask targeted questions to uncover critical details including client objectives and case-specific details that are critical inputs for matching the right physician specialty, experience, and location
• Educate clients on appropriate expert selection and service options when needed
• Capture required details to prepare a referral for scheduling including: Case type (personal injury, workers’ compensation, auto, liability), Evaluation purpose (causation, treatment appropriateness, end of healing, return to work, disability rating), Jurisdictional requirements (examiner licensure/credentialing, guideline competency, maximum mileage for examinee), Client preferences (turnaround times, post-exam physician consults, budget/pricing expectations)
• Complete scheduling for certain referrals as dictated by SOPs
• Document referral information in CRM and workflow tools as dictated by SOPs with accuracy and completeness
• After understanding referral specifics, recommend potential expert(s) to client based on alignment on desired expertise, availability, jurisdictional, client requirements, and other criteria defined by MDpanel regional leadership
• Develop and demonstrate command of MDpanel physician panel and client needs when making recommendations
• Once the client confirms the desired physician, handoff order to scheduling team
• Partner closely with schedulers to ensure handoff is smooth, timely, and aligned with client and physician requirements
• Follow standardized processes, scripts, and tools while exercising judgment to manage unique client needs
• Support pull through for national customer contracts as well as local referral sources (e.g., attorney groups). Build trust by positioning self as a knowledgeable resource for clients seeking expert opinions
• Balance consultative engagement with speed to meet client urgency
• Maintain professionalism in interactions with attorneys, paralegals, and insurance professionals
• Work with physicians to confirm capability and availability to service cases within an acceptable fee structure
• Capture and document physician fee schedules during outreach, including when availability cannot be confirmed, to ensure accurate records for scheduling and future case matching.

Case Intake Consultant

Account Executive

• The Regional Sales Executive drives revenue growth and market expansion within the Michigan market by owning the full sales lifecycle—from prospecting through deal execution and account development.
• This role is responsible for building strong relationships with carriers, attorneys, and partners while consistently achieving sales targets.
• Align sales efforts with broader company objectives and market expansion goals.
• Identify and pursue new business opportunities through proactive prospecting, networking, and lead generation activities.
• Conduct product demonstrations and presentations that clearly articulate MDpanel’s value proposition and differentiators.
• Maintain accurate and up-to-date pipeline, activity tracking, and forecasting within CRM systems.

Regional Sales Executive

• Develop and execute a strategic sales plan to achieve or exceed revenue targets within the assigned region
• Own territory performance by identifying high-value opportunities, prioritizing accounts, and driving consistent pipeline growth
• Align sales efforts with broader company objectives and market expansion goals
• Identify and pursue new business opportunities through proactive prospecting, networking, and lead generation activities
• Build and maintain a robust pipeline of qualified prospects across carriers, attorneys, and related stakeholders
• Establish and maintain strong, trust-based relationships with clients, partners, and key decision-makers
• Conduct product demonstrations and presentations that clearly articulate MDpanel’s value proposition and differentiators
• Monitor market trends, competitor activity, and customer feedback to inform sales strategy and identify growth opportunities