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  2. Review the role’s needed responsibilities, abilities and experience.
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Account Manager
Job Title: Account Manager
Job Code:
Address: Unknown        Map & Directions
Emp Type: Full-Time
Required Education: Some High School
Years of Experience:  3
Travel: None
Start Date: 11/16/2020
# of Openings: 1
Description:

Job Purpose  

The Account Manager supports CDA members and TDIC policyholders by assessing insurance needs and making recommendations for products, bundles and coverages.  Account Managers are regarded as having high levels of product knowledge and delivering valuable expertise and recommendations based on client needs.

 

Essential competencies:

  • Communication skills (influence)
  • Relationship skills (service)
  • Adaptation (flexibility)

 

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

  • Responds to telephone calls and written requests regarding 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 TDIC clients.
  • Conducts outbound calls as necessary to service, secure renewal and retention of TDIC 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
  • New business and endorsement compliance requirements
  • 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 TDIC 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.
  • Help implement Agency Management system requirements

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.

 

 

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
Attached Document: Not Available
Date Posted: 11/12/2020

Company Information
Company Name: The Dentists Insurance Company (TDIC)
Benefits:
Health Insurance Dental Insurance Tuition Reimbursement
Life Insurance 401(k)
Attention: humanresources@cda.org