Retention & Sales Associate
Listed on 2026-09-23
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Sales
Insurance Sales
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.
The Retention & Sales Associate is responsible fornew salesandretentionfor commercial group business represented by our Community and School Poolsin an assigned geographic territory.
The roleisalsoresponsible for managing existing experience-rated and self-funded groups withfewerthan 100enrolled subscribers within the same addition, thispositionmaintainsstrongbrokerrelationships within this market segment,providing technical expertise,administrative support,education and resources to help brokers effectivelypromotethe Company’s benefitplansand programs.
- Respondtoand fulfill opportunities for Community & School Poolnewsaleswithin an assigned geographic territory.
- Responsible for retention of existing clients,effectively presenting and managingannualrenewalpresentations and options,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 wellness focus.
- Actively promote the Company’s dentaland oral wellness programs to groups offering our benefit plans on a voluntary basis, to increase plan participation and revenue from existing clients.
- Provide teamsupport during peak periods ofseasonalworkload.
- Maintain knowledge of new and existing DDID and competitor products,industry trends,new product information.
Gather and report competitive information to product management.
- Maintain and update information in the Customer Relationship Management (CRM) and sales tracking system inProClaim2, including all 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.
- High School Diploma or equivalent required.
Somecollegepreferred.
- At least three (3) yearsexperienceinhealthor dental insurance industryrequired.
- Must possessor obtain an Idaho producer license in Health & Disabilityviathe state insurance exam within
30 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 driving record.
- Abilityto travelasrequired.
- Strong skills related to motivation,initiative and collaboration.
- Strong, professional written and verbal communication skillsas well as the abilityexplaincomplicated technical issues.
- Strong interpersonal communication skills, including the ability to build andmaintaineffective work relationships andwork with a diverse group of people.
- Ability to work independently with limited supervision.
- Demonstrat…
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