Job Information
California Dental Association Account Manager Advisor in Sacramento, California
This is a remote position. Preference for candidates in the Pacific Northwest.
Salary Range: $50,000 - $60,000
Job Purpose
The Account Manager Advisor supports our CDA members and all insurance policyholders by assessing insurance needs and making recommendations for products, bundles and coverages. This position is regarded as having high levels of product knowledge and delivering valuable expertise and recommendations based on client needs.
Essential competencies:
Communication skills (influence)
Critical Thinking (Problem Solving)
Relationship skills (service)
Adaptation (flexibility)
Essential Functions – must be able to perform with or without a reasonable accommodation
Responds to telephone calls and written requests regarding coverage questions, premiums, eligibility, rates, account status, claims, billing, policy changes, and benefits as needed to maintain service objectives
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
Effectively works with interdependent departments, and outside carriers to efficiently process application submissions
Investigates and resolves customer problems and disputes in a timely and efficient 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
Supports workflow processing as subject matter expert
Provides lead support for temporary project service teams as assigned
Responds to and handles escalated/complex service issues for all lines of business
Cross Sells all appropriate product lines including referrals to Health Care Team
Supports ongoing benchmarks for:
Retention
Controllable Pend Ratio
Revenue goals, Sales Pipeline development
New Business Submission goals for all lines of business
Customer response and call monitoring
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
Required Education, Licenses & Experience
High School diploma or equivalent required
Active P&C license or obtain within 3 months of hire
Minimum of 2 years’ experience in the insurance field
Communication: inspiring others and inciting action to achieve organizational goals and desired outcomes; demonstrating expertise and earning respect
Relationship: focusing on meeting needs and exceeding expectations for those served inside and outside the organization
Adaptation skills: appropriately adapting behavior to changing conditions; modifying approach to succeed with new situations and timelines
Problem Solving: Applying analysis, creativity, resilience, and logic to reach optimal outcomes; developing and implementing solutions
Must have the ability to read, analyze and interpret policies, procedures, and regulations
Strong problem-solving skills in response to escalated/complex service issues for all lines of business
Demonstrated ability to assess needs, present recommendations for coverages and products, and effective at closing sales and other transactions
Ability to manage a large volume of inbound and outbound calls, track and document follow up communication, and deliver premier customer service
Demonstrated knowledge of P&C and L&H insurance policies and coverages to assess needs and make recommendations on coverage
Ability to operate independently, exercising good judgement and professionalism
Demonstrate excellent verbal, written and interpersonal communication skills
Demonstrate excellent analytical skills and attention to detail
Proficient computer skills, including, Excel, Word, and PowerPoint
Positive attitude, motivated and a passion for helping people
Preferred Education, Licenses & Experience
Bachelor’s degree in business or related field recommended or equivalent experience
Life & Health agent license
Sales or Account Manager experience in the commercial insurance field
Working Conditions: Occasionally (1-33%) Frequently (34-66%) Constantly (67-100%))
Frequently maintains a stationary position
Occasionally moves around the office to access file cabinets, office machinery, etc.
Occasional overnight travel several times annually at organizational events
Constantly stands and walks when attending organizational events
May be asked to carry items weighted less than 50lbs
We Are CDA
Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next.
CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at humanresources@cda.org.
CDA and its related companies have adopted a mandatory vaccine policy to be physically present in any organization office or attend any organization or job related meeting or event in person. Upon hire, candidates will be required to submit proof of vaccination or request an exemption from the policy due to a qualified medical condition or sincerely held religious belief.
To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply
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