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Audit Policy Representative I
Job Title: Audit Policy Representative I
Address: 1201 K Street Sacramento, California 95814        Map & Directions
Emp Type: Full Time
Required Education: High School
Years of Experience:  2
Travel: Not specified
Start Date:

Under direct supervision, this position is responsible for ensuring the satisfaction and retention of TDIC policyholders by responding to telephone and written inquiries pertaining to the final premium audit process, including audit document requests, with the highest level of accuracy and customer service.   

Company Info

The Dentists Insurance Company (TDIC), a subsidiary of the California Dental Association (CDA), underwrites professional and business liability, commercial property and workers' compensation coverages exclusively for dental professionals. TDIC insures nearly 25,000 dentists nationwide and is recognized for its specialized products, risk management expertise and exceptional policyholder service.

CDA is an innovative membership-based organization that’s committed to the success of dental professionals in service to their patients and the public. Founded nearly 150 years ago by a small group of dentists, CDA has grown to become the single largest membership in the American Dental Association and a constant trusted resource for California dentists.

Bring your best to CDA and enjoy generous pay plus a benefits package that includes medical/dental/vision, 22 days of vacation, a 401(k) match, profit sharing and education reimbursement. In addition, CDA offers with a robust employee wellness program, casual Fridays, and learning and leadership opportunities. To learn more about working at CDA, visit

Essential competencies:

  • Critical thinking (problem solving)
  • Communication skills (approachability)
  • Relationship skills (service)

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

  • Primary responsibility is to answer incoming phone calls from policyholders and identify the type of assistance needed.
  • Asks appropriate questions and listens actively to identify specific questions or issues while documenting required information in computer system.
  • Explains the final audit process to policyholders, including the documents and information required to complete the final audit process. This includes providing the status of audits received from policyholders, and explaining the dispute process if applicable.
  • Utilizes internal workflow processes to provide copies of existing documents as requested by policyholders.
  • Meets or exceeds the performance goals/metrics established for this position in the areas of: efficiency, accuracy, quality, and attendance.
  • Refers any information pertaining to a policy change to the Policy Changes Team.

Non-Essential Functions

  • Assists with projects and assignments as directed.
  • Performs other duties as assigned.

Required Education, Licenses & Experience

  • High school diploma or GED.
  • Minimum of two (2) years customer service experience in the insurance industry and/or call center environment.
  • Property and Casualty License is required. If not held, must be willing to obtain Property and Casualty license.
  • Critical thinking skills: applying analysis, creativity, resilience and logic to reach optimal outcomes; developing and implementing solutions.
  • Communication skills: being consistently approachable, open to feedback direct and truthful; able to build trustful and authentic professional relationships.
  • Relationship skills: focused on meeting needs and exceeding expectations for those served inside and outside the organization.
  • Excellent customer service, analytical and phone skills are essential.
  • Proficient computer skills, including, Excel, Word, PowerPoint.
  • Demonstrate excellent verbal, written and interpersonal communication skills.
  • Ability to work in a deadline driven, fast-paced environment.
  • Ability to adapt to a changing environment.
  • Ability to work in a collaborative environment.
  • Demonstrate excellent analytical skills with a strong attention to detail.
  • Ability to prioritize workload to meet deadlines, and manage multiple projects.
  • Ability to work independently with minimal supervision.

Preferred Education, Licenses & Experience

  • Bachelor’s degrees in Accounting, Finance, Insurance or other related fields.
  • Insurance courses/certifications preferred.
  • Experience using an AS400, Guidewire or other insurance database program
  • Familiarity with insurance forms and processes preferred.
  • Knowledge of insurance terminology and concepts preferred.

Working Conditions       Occasionally (1-33%)               Frequently (34-66%)               Constantly (67-100%)

  • Constantly reviewing and analyzing data on a computer screen and physical documents.
  • Constantly on the phone providing customer service to our policyholders.
  • Frequently maintains a stationary position.
  • Occasionally moves around the office to access file cabinets, office machinery, etc.
Attached Document: Not Available
Date Posted: 8/12/2019

Company Information
Company Name: TDIC
Health Insurance
Life Insurance
Dental Insurance
Tuition Reimbursement
Additional Contact Info:
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