Insurance Account Manager Advisor - California Dental Association

Job Title: Account Manager Advisor 
Pay Information: Non-Exempt - $55,000 - $65,000 per year 
Location: Remote first work environment with occasional travel and in office meetings.
Anticipated Start Date: January 2025 

Who we are:
The California Dental Association is a membership organization that represents 27,000 of the state’s best and brightest dental professionals and champions the oral health of the communities they serve. As the largest state dental association in the U.S., CDA delivers remarkable advocacy initiatives, fierce protection, innovative education and expert guidance to our members. Founded in 1870, CDA has innovated and grown into a family of companies that includes the association, The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation.


We’re a mission-driven organization that’s here to empower our members and support their practices, dental teams, profession and patients. By making today easier and tomorrow better for dentists, our employees make a meaningful and direct impact on the health of others.


At CDA we seek out, welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success, and we value their individual talents while encouraging a collaborative, inclusive, respectful and forward-thinking culture. We’re proud to be recognized as a Best Place to Work for factors like our people practices, work environment and trust in senior leaders.


If you’re excited to share your talents at a dynamic organization that’s leading the way in oral health, we invite you to apply to join us.


Company Benefits:
At CDA, 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 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

Universal Competencies:

• Collaboration: Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries.  
• Service: Focusing on meeting needs and exceeding expectations for those served inside and outside 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 achieve organizational goals and desired outcomes; demonstrates expertise and earns respect; socializes ideas and brings others along.   
• Problem Solving: Applies analysis, creativity, resilience and logic to reach optimal outcomes; develops and implements solutions.   
• Adaptability: Adjusts behavior to changing conditions and business needs; modifies approach t succeed with new situations and timelines.  

How the Account Manager Advisor contributes:

• 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 

Minimum Qualifications:

• 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 

Preferred Qualifications:

• 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 
• 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 

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

• Frequently maintains a stationary position 
• 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 humanresources@cda.org.

To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply

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