Where your future begins

Business Account Services

Categorized In: Case Services - Planned Services

Approved Date: February 04, 2019

Owner: Mary Matusiak

Business Account Services are any and all services that we provide to employers, either directly or indirectly.  

The Business Account Manager, or BAM, role is meant to work in the field to build relationships with employers, as well as bridge relations between businesses and our clients with disabilities.  They treat the business as their customer, working with them to determine their needs and to provide the appropriate and requested services.  As a part of this role, the BAM performs as a liaison between the businesses and the field office, establishing relationships and connections as needed (based on both the needs of the businesses in the community and the needs of the field offices in their area).  The BAM should spend the majority of their work day doing outreach in the community or making contacts with businesses.  The BAM also has indirect services they provide regarding businesses, such as WIN meetings, Employ meetings, Project Search job fair planning, and monitoring the Employer Database.

The Employer Database is the responsibility of all staff in Nebraska VR.  The purpose of the database is threefold:  

  1. A useful resource for staff to utilize to assist them in searching for employment opportunities for clients
  2. A means to track employer contacts for reporting purposes to RSA, as is required by WIOA reporting regulations
  3. To ensure that we are providing employers with appropriate contacts and services, in both quantity and quality.


1.  Connect and build relationships with employers in their areas.  This includes:

  • Introducing employers to Nebraska VR
  • Learning about the businesses, their needs, hiring practices, etc.
  • Providing training to employers (on ADA, Workplace Etiquette, etc.)
  • Providing information regarding tax credits and other such incentives to employers
  • Assisting with initial set up of WBLEs, OJEs, OJTs, Job Shadows, etc
  • Setting up tours of businesses, for both clients and staff (and other partner agencies)

2.  Leading or actively collaborating in WIN meetings, to include bringing in partners, employers, etc. when appropriate

3.  Co-leading Employ meetings with partner agencies

4.  Entering new businesses into the database, as well as repeat contacts with existing businesses.  Reminding other staff in their offices to input their employer contacts into the database.  All staff are responsible for inputting their own employer contacts into the database, whenever they have spoken with a new or existing business contact.

5.  Strengthening relations with core partners and their business service teams for the purpose of providing quality services without duplication to employers in their areas.

6.  Varying additional activities, dependent upon area and responsibilities, such as the following:

  • Developing job fairs
  • Attending chamber meetings
  • Attending other appropriate business related meetings in the area
  • Assisting with certificate programs


The Employer Database in QE2 requires the following processes:

1.  ANY STAFF that has a substantial conversation with a business is responsible for creating or updating the contact in the employer database.  Substantial conversations should include at least one of the following:

  • Exchanging of contact information for future communications
  • In depth conversation regarding the business's needs
  • In depth conversation regarding Nebraska VR's services
  • Discussion regarding setting up a service for a client (WBLE, OJE, Job Shadow, Interview, etc)
  • Periodic progress reports on a service for a client (keep in mind the documented contact should not reflect details about the client, but instead should be focused on the business's needs being met by the service, their feedback and experience, etc)

2.  After having one of these conversations with an employer, the staff person is reponsible for searching to see if the business is listed in the database; if not, they will need to create a new business entry.  If the business does exist, a contact note should be created.  

3.  If regular contacts (such as weekly) are being made to the business to check on the status of a client's progress, and nothing of note regarding the employer and their needs is discussed, all of these contacts do not need to be noted separately.  Instead, the staff person could make a contact note once a month with a brief summary.  


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