Specialty Account Manager

The Specialty Account Manager is a Hybrid position (3-days in office) and allows you the flexibility to work a hybrid schedule as long as you reside within a 50-mile radius of either the Brooklyn, OH or the Columbus, OH offices of Medical Mutual. Currently considering candidates that have Specialty Line (Life/Disability/Dental.) experience.

The Specialty Account Manager is responsible for providing service and retaining their assigned book of business through direct contact or through insurance brokers. Uses company and product knowledge to influence customers. Assists with selling and renewing specialty product (life, disability, dental and vision) groups in assigned territory to groups, brokers, consultants, and direct sales. Will coordinate and collaborate with any assigned MMO Health Account Executive, when applicable. Works to help onboard new groups. Ensures customers are serviced appropriately from the point of sale throughout the business relationship. Primary responsibility with 51+ market, secondarily in the 1-50 coordinating with Small Market MMO Sales.

Responsibilities

· Manage client accounts using strong customer service and proactive communication with clients and brokers. When health products exist or are in contention of selling, the Specialty Product Client Director will coordinate strategies and communication with their Client Director counterparts and/or Small Market Medical Mutual team.

· Serve as client subject matter expert for in-depth knowledge of products, services and industry best practices to effectively consult with clients and brokers

· Educate key clients and brokers on renewal development in effort to optimize resources that will increase retention and maximize profitability and possibility of additional specialty sales.

· Communicate renewal information to brokers and key clients, coordinating with assigned MMO Health Account Executive where applicable. Negotiate rates and present product options when needed for client retention.

· Serve as implementation manager for onboarding new key clients.

· Manage problem resolution for key client and broker service issues to ensure high standards of customer satisfaction.

· Report monthly on retention status and competitive challenges that may prohibit retention goals.

· Create and execute strategic account plans for each client each year that include identified opportunities to promote additional Medical Mutual products

· Represent MMLIC & SDC with presentations, product knowledge and attendance at events as needed. Conducts employee enrollment meetings to employer groups.

· Performs other duties as assigned

Qualifications - External

Qualifications

Education and Experience:

· Bachelor's degree in business administration, sales or similar field or an equivalent combination of education and experience.

· Three (3) or more years of experience in a Client Service or Account Coordinator position in the insurance or other industries. Insurance experience is preferred.

Professional Certification(s):

· License to sell Life and Health in designated service area (i.e., Ohio, Kentucky, Indiana) is preferred. Must be willing to maintain current licensure by attending continuing education courses as required by Ohio Department of Insurance.

Technical Skills and Knowledge:

· Knowledge of ACT Database software; Microsoft Office – primarily Word, Excel, Outlook, PowerPoint. Others within MS Office helpful but not required

· Ability to calculate figures and amounts such as percentages, discounts, commissions pro-rata. Ability to apply concepts of basic accounting.

· Have or be able to develop full understanding of company history/philosophy and services provided.