Account Manager Advisor_

Sacramento

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 [email protected].

​​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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