Hybrid Health Insurance Account Specialist

Medical Mutual employees must submit their applications through MySource.

Note:

This is a hybrid role requiring 3 days per week on-site in our Brooklyn, Ohio office. Seeking applicants that reside within a 50-mile radius of the Brooklyn, Ohio office.

• Responds to and coordinates broker inquiries via phone, e‑mail, chat and intake tickets through the CRM system.
• Reviews renewal and add‑on sales submissions for completeness and compliance with underwriting regulations. Follows up with broker and internal areas on any outstanding requirements.
• Processes benefit changes in accordance with departmental policies.
• Assists broker offices and small group customers with maintenance and security issues on the Company’s web‑based systems.
• Stays current on product and process changes, industry trends, and governmental regulatory changes. Participates in staff meetings and webinars.
• Performs other duties as assigned.

• Responds to and coordinates broker inquiries via phone, e‑mail, chat, and intake tickets through the CRM system. Responds to escalated or more complex issues.
• Reviews renewal and add‑on sales submissions for completeness and compliance with underwriting regulations. Follows up with broker and internal areas on any outstanding requirements. Completes peer review of submissions.
• Processes routine to complex benefit changes in accordance with departmental policies.
• Assists broker offices and small group customers with maintenance and security issues on the Company’s web‑based systems.
• Develops and maintains process and procedures guidelines. Orients, trains and assists more junior level staff. Helps plan and lead team meetings.
• Participates in special projects and renewal initiatives and/or continuous improvement teams.
• Stays current on product and process changes, industry trends, and governmental regulatory changes and shares information with staff. Participates in staff meetings and webinars.
• Performs other duties as assigned.

Education and Experience

• Associate degree in business or healthcare administration, marketing/communications or related field.
• Equivalent combination of education and experience directly related to the role may substitute for a degree.
• 3 years of account management support and/or customer service experience preferably in health insurance and/or working with insurance brokers.

Technical Skills and Knowledge

• Familiarity with health insurance products and sales and service operations procedures.
• Intermediate Microsoft Office skills (Outlook, Teams, Word, Excel).
• Basic proficiency with Customer Relationship Management (CRM) systems.

Education and Experience

• Associate degree in business or healthcare administration, marketing/communications or related field.
• Equivalent combination of education and experience directly related to the role may substitute for a degree.
• 5 years of progressive account management support and/or customer service experience in health insurance or related industry.

Technical Skills and Knowledge

• Knowledge of health insurance products and sales and service procedures (underwriting, stop loss, benefit plan design, funding, and related government regulations).
• Intermediate Microsoft Office skills (Outlook, Teams, Word, Excel).
• Intermediate proficiency with Customer Relationship Management (CRM) systems.

Medical Mutual is looking to grow our team! We truly value and respect the talents and abilities of all of our employees. That’s why we offer an exceptional package that includes:

• We will provide the equipment you need for this role, including a laptop, monitors, keyboard, mouse and headset.
• Whether you are working remote or in the office, employees have access to on‑site fitness centers at many locations, or a gym membership reimbursement when there is no Medical Mutual facility available. Enjoy the use of weights, cardio machines, locker rooms, classes and more.
• On‑site cafeteria, serving hot breakfast and lunch, at the Brooklyn, OH headquarters.
• Discounts at many places in…