Insurance Advisor I – Alternate Markets
California Dental Association
full-time
Posted on:
Location Type: Hybrid
Location: United States
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Salary
💰 $55,000 - $65,000 per year
About the role
- 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
Requirements
- High School diploma or equivalent required
- Active P&C license
- Must have the ability to read, analyze and interpret policies, procedures, and regulations
- Proficient computer skills, including, Excel, Word, and PowerPoint
- Two years of experience in insurance sales and/or insurance account management
- Demonstrated sales experience
- Certified in Flood and Earthquake
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance salesaccount managementrisk assessmentcustomer serviceproblem resolutioncross sellingpolicy analysisdata trackingsales pipeline developmentcustomer response monitoring
Soft skills
communicationteamworkrelationship buildingconsultative skillsorganizational skillsinterpersonal skillsanalytical skillstime managementadaptabilitycustomer focus
Certifications
P&C licenseFlood certificationEarthquake certification