Account Executive

Account Executive

Note: This is a primarily remote position, though occasional in-person work may be required at our Rossford, Ohio location to support specific business needs. Evening availability may also be needed on an infrequent, as-needed basis.

Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provide peace of mind to more than 1.2 million members through our high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement, and individual plans.

Responsibilities

Account Executive I

Manages and acts as primary contact for the successful renewal, retention, and add-on sales of assigned book of business. Facilitates renewal and retention processes and consults and advises on all products, industry trends, and plan functions.

• Develops and maintains relationships with customers, brokers, consultants and other external parties and influential partners. Manages client interactions for optimal experience and problem solves where appropriate.
• Develops and maintains client-specific strategic action plans, regularly reviewing client needs. Provides feedback on products and services to provide consultative solutions to stay current with industry trends.
• Coordinates internal and external resources for renewals and new group on boarding for a successful experience.
• Delivers and presents various standard data and reporting packages to ensure awareness of performance and other status.
• Coordinates New Client Implementation including attending implementation meetings, employee meetings, preparation of communication pieces, and coordination of internal processes with affected departments and outside vendors.
• Attends client meetings as necessary to perform strategic account reviews, inform groups of pertinent policy, product or legislative changes, and deliver appropriate reports as needed.
• Offers consultative services based on group data analysis. Prepares, summarizes, and presents suggestions to clients about possible benefit, product and funding options.
• Updates and maintains CRM data as relates to book of business and external contacts.
• Performs other duties as assigned.

Account Executive II

Manages and acts as primary contact for the successful renewal, retention, and add-on sales of assigned book of business. Provides in-depth analysis of client plans and identifies opportunities. Facilitates renewal and retention processes and consults and advises on all products, industry trends, and plan functions.

• Develops and sustains relationships with customers and brokers. Responds to inquiries regarding claims, eligibility, plan design and reporting. Analyzes client plans and historical data to enhance client retention and value.
• Consults on products and industry trends and plan functions, providing possible benefit, product, and funding options.
• Develops and maintains client-specific strategic action plans, regularly reviewing service needs and trends.
• Interacts with brokers, consultants, and vendors on behalf of client. Consults and directs internal areas to support and facilitate all customer needs.
• Serves as a leader in understanding and leveraging industry trends and innovation and informs groups of pertinent policy, product, and legislative changes.
• Prepares and analyzes client-specific data to support the renewal process and recommendations, assuming responsibility for the integrity and in-depth analysis of all reports delivered to the client.
• Performs other duties as assigned.

Qualifications

Account Executive I

• Bachelor's degree in Business Administration or Healthcare related field or equivalent combination of training and experience.
• Two years progressive experience in health insurance in a contracts, sales, system testing, benefit administration, claims or customer service capacity.
• Accident, Health, and Life License with Ohio Department of Insurance (ODI) (required to obtain within 4 months of hire).
• Demonstrates in-depth knowledge of health insurance products; sales and industry processes including underwriting, stop loss, benefit plan design; health care funding arrangements; and related laws/regulations including HIPAA, COBRA, FMLA.
• Intermediate MS Office Skills.

Account Executive II

• Bachelor's degree in Business Administration or Healthcare related field or equivalent combination of training and experience.
• Five (5) years sales/account management experience in the health insurance industry which includes direct customer contact.
• Accident, Health, and Life License with Ohio Department of Insurance (ODI).
• Demonstrates in-depth knowledge of health insurance products; sales and industry processes including underwriting, stop loss benefit plan design; healthcare funding arrangements; and related laws/regulations including HIPAA, COBRA and FMLA.
• Intermediate MS Office Skills.