Insurance Advisor I

Insurance Advisor I

Pay Information: Non-Exempt $55,000 - $65,000 per year, plus bonus plan

Location: Remote first work environment with occasional travel and in office meetings.

Preferred Start Date: Early December

Who We Are: We are TDIC Insurance Solutions, and we protect dentists as they navigate insurance decisions, advocate 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, reach 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. Our team 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 forward-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 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

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: Appropriately adjusts behavior to changing conditions and business needs; modifies approach to succeed with new situations and timelines.

How the Insurance Advisor I 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.
• Product expert for all coverage lines for Property & Casualty and Life & Health.
• 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.
• 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.
• 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.
• Supports ongoing benchmarks for: Retention, Controllable Pend Ratio, 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 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.

Minimum Qualifications:

• High School diploma or GED
• Active Property & Casualty and Life & Health agent licenses
• 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

Preferred Qualifications:

• Bachelor's degree in business or related 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
• 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 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 View email address on click.appcast.io.

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