FirstBank Jobs

This is a remote position. Pay range: $50,000 - $60,000

Job Purpose  

This position is responsible for providing exceptional account management of the P & C sales, service, and retention of the non-TDIC book of business.  The Account Manager works closely with the Carrier Relations Account Manager, as well as the Sales and Service team to provide quotes, renewal processes, and tracking of results.  The Account Manager acts as a subject matter expert to the sales and service teams for the non-TDIC carriers, insurance product knowledge, and processes. Responsibility to accuracy of the process including data integrity of the CRM and Agency Management system.

Essential competencies:

• Communication skills (influence)

• Relationship skills (service)

• Adaptation (flexibility)

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

   

• Process owner of Non-TDIC policy renewals with responsibility in securing renewal annually through new application or monitoring of auto-renewed book of business. Including tracking and reporting.

• Works closely with the Sales & Service Regional teams to provide Non-TDIC new policy quotes and carrier application submissions.

• Responds to telephone calls and written requests regarding TDICIS policy 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 TDICIS clients.

• Conducts outbound calls as necessary to service, secure renewal and retention of TDICIS policyholders.

• 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 TDIC, Non-TDIC and referrals to Health Care Team.

• Supports ongoing benchmarks for:

• Retention

• Controllable carrier submission 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 TDICIS 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.

  Non-Essential Functions

• Backup to the Carrier Relations Account Manager.

• Participates in special projects or assignments as directed.

• Performs other duties as assigned

  Required Education, Licenses & Experience

• High School diploma or equivalent required.

• Active P&C and Life & Health agent licenses or obtain within 3 months of hire.

• Minimum of 3 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.

  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

  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.

  ​​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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