California Dental Association · 2 days ago
Insurance Account Manager Advisor
Sacramento, CA
Full-time
Remote
Entry, Mid Level
$55K/yr - $65K/yr
2+ years exp
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Responsibilities
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
Qualification
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Required
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
Preferred
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
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
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
Company
California Dental Association
The California Dental Association is the largest statewide dental association in the country.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kevin Roach
Chief Financial Officer
Alexis Rodier
Executive Assistant To Chief Financial Officer
Recent News
2024-06-04
California Dental Association
2024-01-19
Company data provided by crunchbase
