This is a remote position with strong preference for candidates in Oregon, Washington or California. 

　　Job Purpose

　　The Associate Account Manager supports CDA members and TDIC policyholders by assessing insurance needs and making recommendations for products, bundles and coverages.  Associate Account Managers are regarded as having high levels of product knowledge and delivering valuable expertise and recommendations based on client needs and assume an associate position until they have mastered TDICIS process and procedures and demonstrate the ability to be an Account Manager and become responsible for a territory. An Associate Account Manager will float between territories to assist other Account Managers and Insurance Advisors.

　　Essential competencies:

　　Communication skills (influence)

　　Relationship skills (service)

　　Adaptation (flexibility)

　　Essential Functions – must be able to perform with or without a reasonable accommodation

　　Primary Role

　　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. 

　　Investigates and resolves customer problems and disputes in a timely and efficient manner.

　　Provides a high level of service to CDA members and TDIC clients.

　　Conducts outbound calls as necessary to service members.

　　Works as 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 escalated/complex service issues for all brokerage lines of coverage.

　　Handles escalated/complex service issues for all brokerage lines of coverage.

　　Cross Sells all appropriate product lines including referrals to Health Care Team.

　　Supports ongoing benchmarks for:

　　Retention

　　Controllable Pend Ratios

　　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 CRM database system.

　　Creates and sustains long term working relationships with valued CDA members, and TDIC Clients.

　　Conducts consistent follow up with prospective clients both on the phone and via email.

　　Interacts with Member’s, Client’s, and prospective clients at industry tradeshows, and occasional networking events.

　　Participates in pre-arranged marketing campaigns and tracking activities as assigned.

　　Secondary Role

　　Sells all product lines with a primary focus on Core Products – TDIC Optimum Bundle, Business Overhead Expense and Disability Insurance.

　　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.

　　Required Education, Licenses & Experience

　　High School diploma or equivalent required.

　　Active P&C or obtain within 60 days of hire.

　　Minimum of 2 years’ experience in the insurance field.

　　Communication skills: inspiring others and inciting action to achieve organizational goals and desired outcomes; demonstrating expertise and earning respect.

　　Relationship skills: 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.

　　Must have the ability to read, analyze and interpret policy, procedures and regulations.

　　Strong problem-solving skills in response to escalated/complex service issues for all brokerage lines of coverage.

　　Strong problem-solving skills in response to escalated/complex service issues for all brokerage lines of coverage.

　　Demonstrated ability to assess needs, present recommendations for coverages and products, and effective at closing.

　　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 Property & Casualty insurance policies and coverages for disability insurance, in order 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.

　　Sales or Account Manager experience in the commercial insurance field.

　　Life & Health

　　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

　　Pay Range: $46,900 - $57,500 

　　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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