[Hiring] Insurance Account Manager @California Dental Association

Role Description

The Account Manager Advisor supports dentists by providing exceptional service, thoroughly assessing insurance needs, and offering recommendations for products, bundles, and coverages based on client needs.

• Responds to telephone calls and written requests regarding coverage questions, premiums, eligibility, rates, account status, claims, billing, policy changes, and benefits.
• Maintains detailed records of insurance transactions with appropriate company database.
• Sells all product lines.
• Becomes a product expert for all coverage lines for P&C and L&H.
• Educates, plans, and supports members to help them cover all practice-related insurance risks.
• Consults with members to identify risk and exposure, advises on the proper values for the member’s assets, and recommends solutions to manage risk and exposure.
• Acts as a liaison between the member and other departments by gathering and passing underwriting information.
• Effectively works with interdependent departments and outside carriers to efficiently process application submissions.
• Investigates and resolves customer problems and disputes in a timely manner.
• Provides a high level of service to CDA members and insurance clients.
• Conducts outbound calls as necessary to service members.
• Works well within a cohesive team to achieve department objectives.
• Responds to and handles escalated/complex service issues for all lines of business.
• Cross-sells all appropriate product lines including referrals to the Health Care Team.
• Supports ongoing benchmarks for retention, controllable pend ratio, revenue goals, sales pipeline development, and new business submission goals.
• Accurately tracks all prospect management through appropriate company database.
• Creates and sustains long-term working relationships with valued CDA members and insurance clients.
• Conducts consistent follow-up with prospective clients both on the phone and via email.
• Interacts with members, clients, and prospective clients at industry tradeshows and occasional networking events.
• Participates in pre-arranged marketing campaigns and tracking activities as assigned.

Qualifications

• High School diploma or equivalent required.
• Active P&C and Life & Health agent licenses (or ability to obtain within 3 months of hire).
• Must have the ability to read, analyze and interpret policies, procedures, and regulations.
• Proficient computer skills, including Excel, Word, and PowerPoint.
• One year of experience in insurance sales and/or insurance account management.

Requirements

• Bachelor’s degree in business or related field (preferred).
• Sales or Account Manager experience in the commercial insurance field (preferred).
• Strong problem-solving skills in response to escalated/complex service issues for all lines of business (preferred).
• Demonstrated ability to assess needs, present recommendations for coverages and products, and effectively close sales (preferred).
• Ability to manage a large volume of inbound and outbound calls, track and document follow-up communication, and deliver premier customer service (preferred).
• Demonstrated knowledge of P&C and L&H insurance policies and coverages (preferred).
• Ability to operate independently, exercising good judgment and professionalism (preferred).
• Demonstrate excellent verbal, written, and interpersonal communication skills (preferred).
• Demonstrate excellent analytical skills and attention to detail (preferred).
• Positive attitude, motivated, and a passion for helping people (preferred).

Benefits

• Remote and hybrid flexibility and technology to support remote work.
• Generous time off program starting at 22 days of PTO and 13 paid holidays (includes a floating holiday and winter closure).
• Highly competitive medical, dental, and vision plans, including FSA and HSA account options.
• 401(k) plans, with a generous match and safe harbor contributions upon eligibility.
• Paid parental leave.
• Wellness programs, including incentives and an In-Shape Family Fitness discount.
• Opportunities for professional development, training, and leadership skill-building.
• Critical illness, accident, life, pet, short-term, and long-term disability insurance options.
• Employee Assistance Program (EAP) for support navigating day-to-day challenges.