Retention & Sales Associate

Retention And Sales Associate

Culture rules at Delta Dental. It's key to our becoming the leading dental benefits carrier in the state, reaching over 500,000 Idahoans with our dental plans and community outreach programs. We're small on ego and big on grins. You'll see us involved in community events and "Did you make someone smile today?" on our To-Do lists. Our employees have the opportunity to make a difference in people's lives while working in an environment full of challenge, collaboration, flexibility, and industry-leading growth potential. Join our team committed to better oral health for all Idahoans.

The Retention & Sales Associate is responsible for new sales and retention for commercial group business represented by our Community and School Pools in an assigned geographic territory. The role is also responsible for managing existing experience-rated and self-funded groups with fewer than 100 enrolled subscribers within the same territory. In addition, this position maintains strong broker relationships within this market segment, providing technical expertise, administrative support, education and resources to help brokers effectively promote the Company's benefit plans and programs.

Essential Functions

• Respond to and fulfill opportunities for Community & School Pool new sales within an assigned geographic territory.
• Responsible for retention of existing clients, effectively presenting and managing annual renewal presentations and options, working with underwriting as necessary and offering recommendations to clients based on analysis of clients' insurance needs.
• Source, update and educate brokers selling our products; provides resources and information to help brokers promote the Company's differentiated value, network strength and oral health and wellness focus.
• Actively promote the Company's dental and oral wellness programs to groups offering our benefit plans on a voluntary basis, to increase plan participation and revenue from existing clients.
• Provide team support during peak periods of seasonal workload.
• Maintain knowledge of new and existing DDID and competitor products, industry trends, new product information. Gather and report competitive information to product management.
• Maintain and update information in the Customer Relationship Management (CRM) and sales tracking system in ProClaim 2, including all group and broker interactions, and any consultation or education on products and related services.
• Ensures web-based quotes are being actively managed and current new prospects are added to the CRM..
• Ensure credibility with clients by remaining informed regarding industry information, new product information, legislative changes, coverages, and technology.
• Act as liaison and sales team lead to other DDID departments as assigned by VP of Sales.
• Demonstrate a commitment to the organization's core values, code of ethics, and compliance/security standards.
• Other duties as assigned.