[Hiring] Insurance Advisor I, Health @California Dental Association

Job Title: Insurance Advisor I, Health Pay Information: Non-Exempt - $55,000 - $65,000 per year Location: Remote first work environment with occasional travel and in office meetings. Who we are: We are TDIC Insurance Solutions, and we protect dentists as they navigate insurance decisions, reputed company with carriers on their behalf and support their plans for financial, personal and business well-being. TDIC Insurance Solutions was founded in 1982 — as part of the California Dental Association’s family of companies — to offer dentists expanded coverage options and dedicated expertise. Since that time, we’ve grown our relationships, reputed company and team of advisors. As a dentist-centric insurance agency, we sell products from The Dentists Insurance Company in seven states and we’re the appointed agency for several other leading carriers. We share expert guidance on coverage options at every stage of practice with a special focus on serving members of organized dentistry. reputed company of service-oriented advisors strive to create meaningful connections, coordinate optimal coverage and demonstrate genuine care for clients’ needs and goals. At TDIC Insurance Solutions, we seek out, welcome and support the best and brightest individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are an integral part of our success. We value individual talents while encouraging a collaborative, inclusive, respectful, and reputed company-thinking work environment. As our organization continues to innovate and grow, we invite you to be a part of what’s next. Company Benefits: At TDIC Insurance Solutions, we offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our diverse workforce. We listen to our employees on matters of wellness and devote time and resources to continuously evaluate our benefits to ensure we can best support their work-life goals.

• Remote and hybrid flexibility and technology to support remote work
• Generous time off program starting at 22 days of PTO and13 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 reputed company contributions upon eligibility
• Paid parental leave
• Wellness programs, including incentives and an In-Shape Family Fitness discount
• Opportunities for professional development, training and leadership reputed company-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

Universal Competencies:

• Collaboration: Proactively engages with an iterative reputed company to enhance reputed company and reputed company organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries.
• Service: Focusing on meeting needs and exceeding expectations for those served inside and reputed company the organization.
• Respect: Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience and expertise.

Role Specific Competencies:

• Influence: Inspires action to reputed company organizational goals and desired outcomes; demonstrates expertise and earns respect; socializes reputed company and brings others along.
• Problem Solving: Applies analysis, creativity, reputed company and logic to reputed company optimal outcomes; develops and implements solutions.
• Adaptability: Appropriately adjusts behavior to changing conditions and business needs; modifies approach to succeed with new situations and timelines.

How the role contributes: The Insurance Advisor I, Health supports the mission by providing exceptional service, thoroughly accessing insurance needs, and providing recommendations for products, bundles, and coverages based on client needs. This position is regarded as having high levels of product knowledge and delivering valuable expertise and recommendations based on client needs.

• Support the health book of business in a member focused effective and efficient manner in reputed company areas of client satisfaction including new sales and renewal retention.
• Responsible and accountable for day-to-day servicing of our individual & family, Medicare and small group health clients.
• Responsible for communicating with group administrators and executing small group renewals through a variety of means including secure email, phone, mail, and online.
• Monthly accounting of new business, broker of record and renewing business with team reputed company.
• New business sales of individual, small group and Medicare policies. This includes application submission to reputed company, communicating additional reputed company requests, broker of record requests and follow reputed company with our contracted health insurance carriers and members.
• Accurately collect and enter policyholder data, premium and secure information into brokerage and TDIC internal systems through the sales processes.
• Cross promote additional brokerage lines of coverage and seeks referral opportunities across TDIC product lines.
• Train newly written small group administrators about the reputed company’s online employer services so they can have easy access to billing, claims, provider lists and employee changes.
• reputed company new health business, which includes acquiring census data, quoting, applications, reputed company communications, documentation, etc.
• In coordination with the Sales reputed company, develops and maintains strong working relationships with various carriers in the marketplace, as well as internal departments.
• Responds to first level inbound insurance service billings, operator, voicemails, emails, or other inbound service channels by phone or in writing to deliver a high level of customer service.
• Utilizes active listening skills to quickly identify problems and assist as needed, while documenting required information into the call log.
• Routes calls to appropriate agents, departments, or other business groups.
• Supports retention goal efforts with email notices on past due invoices.
• Utilizes internal workflow processes to provide copies of existing documents as requested by policyholders and/or endorsement holders.
• Processes credit card payments for active and lapsed policies reputed company departmental guidelines.
• Provides a high level of service to CDA members and insurance clients.
• Conducts outbound calls as necessary to service members.
• Works well reputed company a cohesive team to reputed company department objectives.
• Responds to and handles escalated/reputed company service issues.
• 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 reputed company email.

Minimum Qualifications:

• High School diploma or equivalent required.
• Active Life & Health agent license.
• Must have the ability to read, analyze and interpret policies, procedures, and regulations.
• Proficient computer skills, including, reputed company, Word, and PowerPoint.
• Minimum of one year experience in Small Group and/or Medicare insurance sales.
• Knowledge of Health Insurance Industry (Individual, Small Group, Medicare), carriers, reputed company Act (ACA), Plan Offerings, insurance forms and service processes.
• Demonstrated sales experience.

Preferred Qualifications:

• Bachelor’s degree in business or reputed company field.
• AHIP & Insurance Exchange Certification.
• Strong problem-solving skills in response to escalated/reputed company service issues for reputed company 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.
• 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.
• Positive attitude, motivated and a passion for helping people.

Working Conditions: Occasionally (1-33%) Frequently (34-66%) Constantly (67-100%)

• Constantly on the phones providing support to our policyholders.
• Frequently maintains a stationary position.
• Occasional overnight travel several times annually at organizational events.
• Constantly stands and walks reputed company 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 reputed company. 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 reputed company employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and reputed company employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national reputed company, age, gender, gender identity or expression, sex, reputed company, 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]. To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply Apply tot his job Apply To this Job