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Role Description
This role involves providing insurance advice and support to clients, specifically dentists, regarding their coverage options and 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 all product lines.
• Acts as a 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, advises on 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 underwriting information.
• Effectively works with interdependent departments and outside carriers to efficiently 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 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 the Health Care Team.
• Supports ongoing benchmarks for retention, controllable pend ratio, revenue goals, sales pipeline development, and new business submission goals.
• 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.
Qualifications
• 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.
Requirements
• Bachelor’s degree in business or related field (preferred).
• Strong problem-solving skills in response to escalated/complex service issues for all lines of business (preferred).
• Demonstrated ability to assess needs, present recommendations for coverages and products, and effectively close sales and other transactions (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 to assess needs and make recommendations on coverage (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 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.