Insurance Account Manager

Job not on LinkedIn

October 10

🌲 Oregon – Remote

Although this job is listed in Oregon, this company may be open to hiring remote in other states.

☕ Washington – Remote

Although this job is listed in Washington, this company may be open to hiring remote in other states.

💵 $55k - $65k / year

⏰ Full Time

🟢 Junior

💰 Account Manager

🚫👨‍🎓 No degree required

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California Dental Association

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Healthcare Insurance • Non-profit • Education

California Dental Association (CDA) is a professional organization that provides leadership in member services and advocacy to promote oral health and the profession of dentistry. It offers a wide range of services including education, career support, practice management, and regulatory compliance for dental professionals. The association also advocates for dental plan reforms and public health initiatives to improve access to care. Members benefit from insurance coverage, exclusive savings, and a comprehensive library of resources designed to support their success in the dental field.

201 - 500 employees

Founded 1870

⚕️ Healthcare Insurance

🤝 Non-profit

📚 Education

📋 Description

• Supports the vision by providing exceptional service, thoroughly accessing insurance needs, and providing recommendations for products, bundles, and coverages based on client needs. • 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. • 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. • 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. • 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.

🎯 Requirements

• High School diploma or equivalent required • Active P&C and Life & Health agent licenses (or ability to obtain within 3 months of hire) • Must have the ability to read, analyze and interpret policies, procedures, and regulations. • Proficient computer skills, including, Excel, Word, and PowerPoint. • One year of experience in insurance sales and/or insurance account management. • Bachelor’s degree in business or related field (Preferred) • Sales or Account Manager experience in the commercial insurance 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 effective at closing 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 judgement 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