Talent.com
Insurance Account Manager
Insurance Account ManagerCalifornia Dental Association • Oklahoma City, OK, US
serp_jobs.error_messages.no_longer_accepting
Insurance Account Manager

Insurance Account Manager

California Dental Association • Oklahoma City, OK, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Account Manager Advisor

Account Manager Advisor

Non-Exempt - $55,000 - $65,000 per year

Remote first work environment with occasional travel and in office meetings. Oregon and Washington candidates preferred.

Preferred start date is January 5, 2026.

Who We Are

We are TDIC Insurance Solutions, and we protect dentists as they navigate insurance decisions, advocate with carriers on their behalf and support their plans for financial, personal and business well-being.

TDIC Insurance Solutions was founded in 1982 as part of the California Dental Association's family of companies to offer dentists expanded coverage options and dedicated expertise. Since that time, we've grown our relationships, reach and team of advisors. As a dentist-centric insurance agency, we sell products from The Dentists Insurance Company in seven states and we're the appointed agency for several other leading carriers. We share expert guidance on coverage options at every stage of practice with a special focus on serving members of organized dentistry.

Our team of service-oriented advisors strive to create meaningful connections, coordinate optimal coverage and demonstrate genuine care for clients' needs and goals.

At TDIC Insurance Solutions, we seek out, welcome and support the best and brightest individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are an integral part of our success. We value individual talents while encouraging a collaborative, inclusive, respectful, and forward-thinking work environment.

As our organization continues to innovate and grow, we invite you to be a part of what's next.

Company Benefits

At TDIC Insurance Solutions, we offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our diverse workforce.

  • 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

Universal Competencies

  • Collaboration : Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; cultivates relationships, builds partnerships, shares and learns without boundaries.
  • Service : Focusing on meeting needs and exceeding expectations for those served inside and outside the organization.
  • Respect : Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience and expertise.
  • Role Specific Competencies

  • Influence : Inspires action to achieve organizational goals and desired outcomes; demonstrates expertise and earns respect; socializes ideas and brings others along.
  • Problem Solving : Applies analysis, creativity, resilience and logic to reach optimal outcomes; develops and implements solutions.
  • Adaptability : Appropriately adjusts behavior to changing conditions and business needs; modifies approach to succeed with new situations and timelines.
  • How The Account Manager Advisor Contributes

    We believe dentists deserve expectational protection at a fair price - and the unparalleled expertise of people who understand their profession. The Account Manager Advisor supports this vision by providing exceptional service, thoroughly accessing insurance needs, and providing recommendations for products, bundles, and coverages based on client needs. This position is regarded as having high levels of product knowledge and delivering valuable expertise and recommendations based on client needs.

  • 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.
  • Investigate and resolve 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.
  • Supports ongoing benchmarks for :
  • Retention
  • Controllable Pend Ratio
  • 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 appropriate company database.
  • Creates and sustains long-term working relationships with valued CDA members, and insurance clients.
  • Conducts consistent follow up with prospective clients both on the phone and via email.
  • Interacts with members, clients, and prospective clients at industry tradeshows, and occasional networking events.
  • Participates in pre-arranged marketing campaigns and tracking activities as assigned.
  • Minimum Qualifications

  • 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.
  • One year of experience in insurance sales and / or insurance account management.
  • Preferred Qualifications

  • Bachelor's degree in business or related field.
  • 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.
  • Working Conditions

  • Constantly on the phones providing support to our policyholders.
  • Frequently maintains a stationary position.
  • 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.
  • 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,

    serp_jobs.job_alerts.create_a_job

    Insurance Account Manager • Oklahoma City, OK, US

    Job_description.internal_linking.related_jobs
    Commercial Lines Account Manager

    Commercial Lines Account Manager

    Gpac • Oklahoma City, Oklahoma, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Position : Commercial Insurance Account Manager .Working for an Insurance Agency.Accurately input policy updates and account information. Communicate with client, producer, and carrier underwrit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Account Manager, Named OklahomaArkansas

    Account Manager, Named OklahomaArkansas

    Presidio • Oklahoma City, Oklahoma, USA
    serp_jobs.job_card.full_time
    Presidio Where Teamwork and Innovation Shape the Future.AtâPresidio were at the forefront of a global technology revolution transforming industries throughâcutting-edge digital solutions and next-g...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Operations Account Manager

    Operations Account Manager

    Ethos Life • Oklahoma City, OK, US
    serp_jobs.job_card.full_time
    Ethos was built to make it faster and easier to get life insurance for the next million families.Our approach blends industry expertise, technology, and the human touch to find you the right policy...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Account Manager

    Account Manager

    LaForce • Oklahoma City, OK, United States
    serp_jobs.job_card.full_time
    LaForce is seeking a dynamic and motivated individual for an Account Manager position in our Oklahoma City, OK location.This role is essential for helping us expand our customer base while maintain...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Transportation Insurance Underwriter- MGA

    Transportation Insurance Underwriter- MGA

    The Jonus Group • Oklahoma City, Oklahoma, USA
    serp_jobs.job_card.full_time
    Seeking a highly skilled and experienced.This is an exciting opportunity to work with a growing organization that specializes in providing exceptional underwriting services in the transportation se...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Auto Claims Representative

    Auto Claims Representative

    Auto-Owners Insurance • Oklahoma City, OK, US
    serp_jobs.job_card.full_time
    Auto-Owners Insurance Claims Trainee.A career at Auto-Owners is challenging and rewarding.Our group of caring associates create financial security by helping individuals and businesses make a new s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    IA Territory Sales Manager (Arkansas and Oklahoma)(Insurance Exp. Required)

    IA Territory Sales Manager (Arkansas and Oklahoma)(Insurance Exp. Required)

    GEICO • Oklahoma City, OK, US
    serp_jobs.job_card.full_time
    Independent Agent (IA) Territory Sales Manager.At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Business Insurance Agents Specializing in Tax Code Section 125 Strategies

    Business Insurance Agents Specializing in Tax Code Section 125 Strategies

    GIA Legacy Planning • Oklahoma, Oklahoma, USA
    serp_jobs.job_card.full_time
    Now Hiring : Business Insurance Agents.Specializing in Cafeteria Plan Section 125 Strategies.Are you a driven insurance professional ready to take your career to the next level Were seeking.Cafeteri...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Health Insurance Advisor

    Health Insurance Advisor

    Healthy Insurance for Healthy People • Oklahoma City, OK, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Are you a motivated and results-driven individual seeking an opportunity to excel in the insurance sector?.Best Insurance Group is looking for dynamic Insurance Sales Specialists to join our esteem...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Commercial Account Manager (Northeast Region)

    Commercial Account Manager (Northeast Region)

    USA Jobs • Oklahoma City, OK, US
    serp_jobs.job_card.full_time
    At Gasboy - Powered by Vontier, we are customer obsessed.That means we are driven to deliver solutions that matter for the people who need them most. This role plays an integral part of making that ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Senior Technical Account Manager

    Senior Technical Account Manager

    Relativity • Oklahoma City, OK, United States
    serp_jobs.job_card.full_time
    The Technical Account Management Team proactively supports our customers in meeting their goals and overcoming any technical challenges encountered using the Relativity suite of products.As a membe...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Account Manager

    Account Manager

    Automation-X Corporation • Oklahoma City, Oklahoma, USA
    serp_jobs.job_card.full_time
    The Account Manager is accountable for direct sales and customer service support to Automation-Xs customers with a focus on new customer growth and increasing regional market share.This position is...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Commercial Account Manager

    Commercial Account Manager

    BMS CAT • OKLAHOMA CITY, OK, US
    serp_jobs.job_card.full_time
    Founded in 1948, BMS CAT has a long-standing reputation as a leader in the restoration industry.From initial clean-up to complete rebuilds, BMS CAT is there every step of the way.We work on anythin...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Insurance Sales Agent - Bonuses and Travel Incentives

    Insurance Sales Agent - Bonuses and Travel Incentives

    Platinum Supplemental Insurance • Yukon, Oklahoma
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Territory Account Manager

    Territory Account Manager

    Syneos Health / inVentiv Health Commercial LLC • Oklahoma City, OK, United States
    serp_jobs.job_card.full_time +1
    Ready to elevate your career and help shape the future of medicine?.At Syneos Health, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Account Manager Associate - Commercial Lines (Fully Remote Option)

    Account Manager Associate - Commercial Lines (Fully Remote Option)

    Insurance Office of America • Oklahoma City, OK, US
    serp_jobs.job_card.full_time
    Title : Account Manager Associate - Commercial Lines.Binghamton, Rochester, or Syracuse, NY office.Binghamton and Syracuse, NY offices. General, Habitational, Manufacturing.Please note : If this posit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Remote Life Insurance Broker

    Remote Life Insurance Broker

    Burk Agency • Oklahoma City, OK, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    serp_jobs.filters_job_card.quick_apply
    We are seeking a Life Insurance Agent to join our fast-growing, family-operated insurance agency.We are looking for purpose-driven professionals who are ready to take control of their future, wheth...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Enterprise Account Director

    Enterprise Account Director

    HICX • Oklahoma City, OK, US
    serp_jobs.job_card.full_time
    SaaS solutions for digital supplier management.HICX helps Global 5000 companies to organize and manage their supplier data. Supplier Management platform enables businesses with thousands of supplier...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new