Job Title: Insurance Advisor I, Health Pay Information: Non-Exempt - $55,000 - $65,000 per year Location: Remote first work environment with occasional travel and in office meetings. 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. We listen to our employees on matters of wellness and devote time and resources to continuously evaluate our benefits to ensure we can best support their work-life goals.

• Remote and hybrid flexibility and technology to support remote work
• Generous time off program starting at 22 days of PTO and13 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 role contributes: The Insurance Advisor I, Health supports the mission 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.

• Support the health book of business in a member focused effective and efficient manner in all areas of client satisfaction including new sales and renewal retention.
• Responsible and accountable for day-to-day servicing of our individual & family, Medicare and small group health clients.
• Responsible for communicating with group administrators and executing small group renewals through a variety of means including secure email, phone, mail, and online.
• Monthly accounting of new business, broker of record and renewing business with team lead.
• New business sales of individual, small group and Medicare policies. This includes application submission to underwriting, communicating additional underwriting requests, broker of record requests and follow ups with our contracted health insurance carriers and members.
• Accurately collect and enter policyholder data, premium and secure information into brokerage and