Health Account Representative

Summary

Join the California Dental Association (CDA) as a Health Account Representative! This remote-first position offers a competitive salary ($50,000-$60,000) and a comprehensive benefits package. You will be responsible for servicing individual, family, Medicare, and small group health clients, communicating with group administrators, and accurately entering policyholder data. The ideal candidate possesses at least two years of experience in the insurance industry, including small group and/or Medicare experience, and holds the necessary Life & Health agent licenses. A Bachelor's degree and additional certifications are preferred but not required. CDA values diversity and offers a collaborative, supportive work environment.

Requirements

• High School diploma or equivalent
• At least 2 years of experience in the insurance industry, including experience in Small Group and/or Medicare
• Life & Health (Life Agent) Agent's licenses

Responsibilities

• Support health book of business in a member focused effective and efficient manner in all areas of client satisfaction including new sales and renewal retention
• Be responsible and accountable for day-to-day servicing of our individual & family, Medicare and small group health clients
• Communicate with group administrators and execute small group renewals through a variety of means including secure email, phone, mail, and online
• Accurately collect and enter policyholder data, premium and secure information into brokerage and TDIC internal systems through the sales processes
• Cross promote additional brokerage lines of coverage and seeks referral opportunities across TDIC product lines

Preferred Qualifications

• 5+ years of experience in the insurance industry specifically in Health Insurance Sales & Customer Service
• Strong demonstrated knowledge of Health Insurance Industry (Individual, Small Group, Medicare), carriers, Affordable Care Act (ACA), Plan Offerings, insurance forms and service processes
• Bachelor’s degree in business or related field
• AHIP & Insurance Exchange Certification

Benefits

• 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