Remote opportunity at
California Dental AssociationInsurance Advisor I
TDIC Insurance Solutions, part of the California Dental Association family of companies founded in 1982, seeks an Insurance Advisor I for a remote-first position. The organization…
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About This Role
TDIC Insurance Solutions, part of the California Dental Association family of companies founded in 1982, seeks an Insurance Advisor I for a remote-first position. The organization protects dentists by helping them navigate insurance options, advocating with carriers, and supporting business, personal, and financial well-being. This full-time, non-exempt role involves managing client inquiries, selling Property & Casualty and Life & Health product lines, consulting on risk exposure, and building long-term working…
Job Description
TDIC Insurance Solutions, part of the California Dental Association family of companies founded in 1982, seeks an Insurance Advisor I for a remote-first position. The organization protects dentists by helping them navigate insurance options, advocating with carriers, and supporting business, personal, and financial well-being. This full-time, non-exempt role involves managing client inquiries, selling Property & Casualty and Life & Health product lines, consulting on risk exposure, and building long-term working relationships with members of organized dentistry.
This role suits professionals with background in insurance sales and account management who enjoy helping people, solving complex service problems, and delivering customer service. The position requires handling a high volume of inbound and outbound telephone calls, maintaining detailed client records, coordinating with underwriting and outside carriers, and participating in occasional industry tradeshows or networking events. Advisors work within a collaborative team to achieve department objectives regarding revenue goals, sales pipeline development, and policy retention.
The employer provides a remote-first environment with occasional travel and in-office meetings, an expected early December start date, and a compensation package that includes an annual salary between $55,000 and $65,000 plus a bonus plan. California Dental Association is an equal opportunity employer committed to a diverse, collaborative, and inclusive workplace.
Responsibilities
- Answer phone calls and written requests concerning coverage questions, premiums, billing, claims, account status, and policy changes
- Sell all product lines across Property & Casualty and Life & Health categories
- Consult with members to evaluate risk exposure, advise on proper asset values, and recommend risk management solutions
- Act as a liaison between members and underwriting departments or outside carriers to process applications
- Investigate and resolve customer complaints, disputes, and escalated service issues efficiently
- Conduct outbound calls to service members, generate cross-sales, and follow up with prospective clients via phone and email
- Maintain thorough records of insurance transactions and prospect management within the company database
- Attend industry tradeshows, networking events, and pre-arranged marketing campaigns
Requirements
- High School diploma or GED
- Active Property & Casualty and Life & Health agent licenses
- Ability to read, analyze, and interpret policies, procedures, and regulations
- Proficiency in computer applications including Excel, Word, and PowerPoint
- Two years of experience in insurance sales and/or insurance account management
- Demonstrated sales experience
Qualifications
- Bachelor’s degree in business or a related field
- Strong problem-solving skills for handling complex and escalated service issues
- Proven ability to assess needs, present product recommendations, and close sales transactions
- Capacity to manage high volumes of inbound and outbound calls while documenting communications accurately
- Familiarity with P&C and L&H insurance policies
- Ability to operate independently with good judgment, professionalism, analytical skills, and attention to detail
Core Skills
Benefits
- Remote and hybrid flexibility with necessary technology
- Time off program beginning at 22 days of PTO and 13 paid holidays including a floating holiday and winter closure
- Medical, dental, and vision plans alongside FSA and HSA account options
- 401(k) plans featuring a generous match and safe harbor contributions upon eligibility
- Paid parental leave
- Wellness programs with incentives and an In-Shape Family Fitness discount
- Professional development, training, and leadership skill-building opportunities
- Critical illness, accident, life, pet, short-term, and long-term disability insurance options
- Employee Assistance Program for day-to-day support
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the salary and pay structure for this position?
The position pays a non-exempt annual salary between $55,000 and $65,000, plus a bonus plan.
Is this a remote role?
Yes, it is a remote-first work environment, though it involves occasional travel and in-office meetings.
What licenses are required to apply?
Applicants must hold active Property & Casualty and Life & Health agent licenses.
What employment type is this job?
The posting indicates a full-time schedule with a preferred start date in early December.
Sample Interview Questions
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