California Dental Association

Insurance

• 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
• Product expert for all coverage lines for P&C
• Educates, plans and supports members to help them cover all practice related insurance risks
• Consults with members to identify risk and exposure, advise on the proper values for the member’s assets, and then recommends solutions to manage the member’s risk and exposure
• Acts as a liaison between the member and other departments by gathering and passing underwriting information about the member
• 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
• 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

Insurance Advisor I – Alternate Markets