Account Manager Advisor

Summary

Join TDIC Insurance Solutions as an Account Manager Advisor and contribute to our mission of protecting dentists. This remote-first position offers a competitive salary ($55,000-$65,000), robust benefits, and opportunities for professional growth. You will be responsible for handling member inquiries, selling insurance products, consulting on risk management, and collaborating with internal and external stakeholders. The ideal candidate possesses active P&C and Life & Health agent licenses (or the ability to obtain them), strong communication skills, and a passion for helping people. Prior experience in insurance and a bachelor's degree are preferred but not required. We offer a supportive and inclusive work environment.

Requirements

• High School diploma or equivalent required
• Active P&C and Life & Health agent licenses (or ability to obtain within 3 months of hire)
• Must have the ability to read, analyze and interpret policies, procedures, and regulations
• Proficient computer skills, including, Excel, Word, and PowerPoint

Responsibilities

• 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
• 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

Preferred Qualifications

• Two years’ experience in the insurance field
• Bachelor’s degree in business or related field recommended or equivalent experience
• 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
• 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

Benefits

• 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