Retention & Sales Associate

Delta Dental Of Idaho; Boise (ID); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, and vision

401K with up to 6% company contrib.

Generous PTO and up to 9 paid holidays

Community Service Time

Flexible schedule and half-day Fridays

Education reimbursement

Job summary

Delta Dental of Idaho seeks aRetention & Sales Associate to drive new sales and retention for commercial groups within an assigned Idaho territory. The role also manages experience-rated and self-funded groups and maintains broker relationships to promote the Company’s plans and services.

Essential duties include handling new sales opportunities, renewals, broker education, and CRM updates. The position requires strong communication, collaboration, and travel as needed, with a focus on community

Qualifications

• Requires high school diploma or equivalent; some college preferred.
• Experience in health or dental insurance industry is beneficial.

Responsibilities

• Respond to and fulfill opportunities for Community & School Pool newsales within an assigned geographic territory.
• Retain existing clients, present and manage annual renewal presentations with underwriting input.
• Source, educate brokers, and provide resources to promote our products and value proposition.
• Promote dental and oral wellness programs to groups offering our plans to increase participation and revenue.
• Maintain CRM data and sales tracking in ProClaim2; manage interactions with group/broker contacts.

Skills

communication skills

interpersonal skills

written and verbal communication

drive and collaboration

customer-facing

Education

High school diploma

Some college preferred

Tools

Microsoft Word

Outlook

PowerPoint

Excel

Job description

Culture rules at Delta Dental. It's key to our becoming the leading dental benefits carrier in the state, reaching over 500,000 Idahoans with our dental plans and community outreach programs. We're small on ego and big on grins. You'll see us involved in community events and "Did you make someone smile today?" on our To-Do lists. Our employees have the opportunity to make a difference in people's lives while working in an environment full of challenge, collaboration, flexibility, and industry-leading growth potential. Join our team committed to better oral health for all Idahoans.

TheRetention & Sales Associate is responsible fornew salesandretentionfor commercial group business represented by ourCommunity and School Poolsin an assigned geographic territory.The roleisalsoresponsible for managing existing experience-rated and self-funded groups withfewerthan 100enrolled subscriberswithin the same territory.In addition, thispositionmaintainsstrongbrokerrelationships within this market segment,providing technicalexpertise,administrative support,educationand resources to helpbrokers effectivelypromotethe Company’s benefitplansand programs.

Essential Functions

• Respondtoand fulfillopportunities forCommunity & SchoolPoolnewsaleswithin an assignedgeographic territory.

• Responsible for retention of existing clients,effectivelypresenting and managingannualrenewalpresentations andoptions,working with underwriting asnecessaryand offering recommendations to clients based on analysis of clients’ insurance needs.

• Source,updateand educatebrokerssellingour products; provides resources and information to help brokers promote the Company’s differentiated value,network strengthandoral health and wellnessfocus.

• Actively promote theCompany’s dentaland oral wellness programs to groups offering our benefit plans on a voluntary basis, to increaseplan participationand revenue from existing clients.

• Provideteamsupport during peak periods ofseasonalworkload.

• Maintain knowledge of new and existing DDID and competitor products,industrytrends,newproduct information.Gather and report competitive informationto product management.

• Maintain and updateinformation in the Customer Relationship Management (CRM) and sales tracking system inProClaim2, includingall group andbroker interactions,and anyconsultationoreducationon products and related services.

• Ensures web-based quotes arebeing actively managed andcurrentnew prospects are addedto theCRM..

• Ensure credibility with clients byremaininginformedregardingindustry information, new product information, legislative changes,coverages, and technology.

• Act as liaison and sales team lead to other DDID departments as assigned by VP of Sales.

• Demonstrate a commitment to the organization’s core values, code of ethics, and compliance/security standards.

• Other duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES

• High School Diploma or equivalent required.Somecollegepreferred.

• At least three (3)yearsexperienceinhealthor dentalinsurance industryrequired.

• Mustpossessor obtain an Idaho producer license in Health & Disabilityviathe state insurance exam within30 daysof employment.

• Strongproficiencywith Microsoft Word, Outlook,PowerPoint and Exceland ability to learnand become subject matter expert onadditionalproprietarysoftware systems.

• Maintain a valid driver’s license anda good drivingrecord.

• Abilityto travelasrequired.

• Strong skills related to motivation,initiativeand collaboration.

• Strong, professionalwritten and verbal communication skillsas well as the abilityexplaincomplicated technical issues.

• Stronginterpersonal communication skills, including the ability to build andmaintaineffective work relationships andwork with a diverse group of people.

• Ability to work independently with limited supervision.

• Demonstrate excellent problem solving andorganizationskills.

• Able to work as a team member.

PHYSICALAND MENTALREQUIREMENTS

• Sitting/Standing (alternatively) continuously.

• Keyboard Use/Repetitive Hand motion continuously.

• Skill/ability related to comprehension, organization, reasoning/decision-makingand communicationappropriate toa sales position with customer facing duties.

Delta Dental of Idahooffers a competitive benefits plan including:

• Medical, dental, and vision

• 401K with up to 6% company contribution

• Generous PTO and up to 9 paid holidays

• Community Service Time

• Flexible schedule and1/2 dayFridays

• Tuition and continuing education reimbursement

• Casual dress code

• ...and more!

Our Culture

DDIDseeksto provide a positive workplace where employees are treated withrespectand all are accountable for living our values and Code of Ethics while empowered to help the organization succeed in achieving its mission and vision.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Individuals that may need assistance with the applicant or interview process may contact human resources at [e-mail] or by phone: [phone].