Remote first work environment with occasional in office meetings. Sacramento region candidates preferred. Salary Range: $50,000 - $60,000Job Purpose Works under the immediate supervision of management, performs a variety of administrative and underwriting tasks to assist one or more underwriters in the selection, pricing and servicing of assigned business. Essential competencies:
Relationship skills (collaboration)
Communication skills (courage)
Critical thinking (problem solving)
Adaptation skills (flexibility)
Essential Functions – must be able to perform with or without a reasonable accommodation
Promote good customer relations through direct and indirect contact with all in state and out of state brokers.
Respond to internal and external customer inquiries and service issues via phone and email professionally and within company established standards.
New business rating and file prep.
Facilitate new business communication to agents, components and policyholders. Verify and produce critical information for file documentation (dates, premium, policy numbers, claims reports, applicable forms, subject to items, etc.)
Work directly with underwriters to obtain approval when necessary per team guidelines and authority levels.
Process & issue policy change requests (endorsements) from both in house and out of state brokers.
Approve/decline limit changes for all lines of coverage.
Gather information needed for discount requests for all lines of coverage.
Respond to requests for coverage and claims history from policyholders and third parties. Review Authorization and Release of Information to ensure proper compliance.
Process Appeals for reinstatement within authority. Handle non-payment cancellations and non-member cancellations within authority.
Responsible for reviewing and processing Renewal Questionnaires
Reconcile active policies with non-CDA membership report and prep for non-renewal.
Prep files for audit and non-renewal.
Contribute to a positive working environment.
Perform effectively in a remote work environment by balancing work responsibilities independently without the need for normal in office social interactions.
Reviews reports and processes changes as needed
Ability to maintain accuracy and acceptable department service level standards while maintaining strict compliance to regulatory requirements.
Non-Essential Functions
Review State Dental Board non-licensed policyholder report, and refer to Underwriter for renewal review.
Complete department specific reports, counts or projects.
Assist with data entry on an as-needed basis.
Performs other duties as assigned.
Required Education, Licenses & Experience
High school diploma or GED required.
Property and Casualty License is required. If not held, must be willing to obtain Property and Casualty license.
Relationship skills: participating as an active, contributive and supportive member of a team to achieve shared goals.
Communication skills: not hesitating to have hard conversations or ask tough questions; being able to provide timely, empathetic and constructive feedback.
Critical thinking skills: applying analysis, creativity, resilience and logic to reach optimal outcomes; developing and implementing solutions.
Adaptation skills: appropriately adapting behavior to changing conditions; modifying approach to succeed with new situations and timelines.
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 degree preferred.
Minimum one year experience working in the insurance industry.
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.
Frequently maintains a stationary position.
Occasionally moves around the office to access file cabinets, office machinery, etc.
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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