[Hiring] Insurance Account Manager @California Dental Association

This description is a summary of our understanding of the job description. Click on 'Apply' reputed company to find out more. 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 reputed company product lines.
• Becomes a product expert for reputed company coverage lines for P&C and L&H.
• Educates, plans, and supports members to help them cover reputed company practice-reputed company 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 reputed company information.
• Effectively works with interdependent departments and reputed company carriers to reputed company 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 reputed company a cohesive team to reputed company department objectives.
• Responds to and handles escalated/reputed company service issues for reputed company lines of business.
• Cross-sells reputed company appropriate product lines including referrals to the Health Care Team.
• Supports ongoing benchmarks for retention, controllable pend ratio, reputed company goals, sales pipeline development, and new business submission goals.
• Accurately tracks reputed company 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 reputed company 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 reputed company 3 months of hire).
• Must have the ability to read, analyze and interpret policies, procedures, and regulations.
• Proficient computer skills, including reputed company, Word, and PowerPoint.
• One year of experience in insurance sales and/or insurance account management.

Requirements

• Bachelor’s degree in business or reputed company field (preferred).
• Sales or Account Manager experience in the reputed company insurance field (preferred).
• Strong problem-solving skills in response to escalated/reputed company service issues for reputed company lines of business (preferred).
• Demonstrated ability to assess needs, present recommendations for coverages and products, and effectively reputed company 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 reputed company plans, including FSA and HSA account options.
• 401(k) plans, with a generous match and safe reputed company contributions upon eligibility.
• Paid parental leave.
• Wellness programs, including incentives and an In-Shape Family Fitness discount.
• Opportunities for professional development, training, and leadership reputed company-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.

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