Sales Support Coordinator

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 1.6 million Ohioans 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.

Medical Mutual’ s status as a mutual company means we are owned by our policyholders, not stockholders, so we don’t answer to Wall Street analysts or pay dividends to investors. Instead, we focus on developing products and services that allow us to better serve our customers and the communities around us and help our members achieve their best possible health and quality of life.

Provides administrative support to assigned Sales Consultant(s). Serves as the first line of communication between the client, prospect, broker or consultant for questions and inquiries.

Responsibilities

Sales Support Coordinator

· Supports Sales Consultant for prospecting and all areas related to business acquisition

· (Benefits Quote Requests, account worksheets, certificate and Summary Plan Description (SPD) review, WebBen system creation and review system maintenance, group reporting, etc.).

· Organizes and coordinates details related to successful group implementation with internal departments and business distribution channels

· Mines and logs information related to Sales in Goldmine and other resources as directed.

· Maintains knowledge of healthcare environment and impact MMO product and processes and maintains an active Ohio Department of Insurance (ODI) licensing status.

· Performs other duties as assigned and covers for other

Sr. Sales Support Coordinator

· Performs Sales Consultant duties (e.g., Benefit Quote Requests; new business quotes RFPs; certificate review; WebBen system creation and review; verify rates/benefits prior to sale, preparation and follow through of implementation process, etc.). Participate in Sales Strategy session with Sales Consultant and with internal stakeholders for each regional prospect. Understands the functions of all areas of the company and builds internal and external networks to navigate problem resolution for clients and brokers. Operates using a multitude of systems, applications and operations knowledge required to successfully perform job duties. Initiates changes, tracks and monitors progress of the changes, audits the outcomes of the changes implemented. Spots trends and educates Team about these developments. Assesses data and provides recommendations based on the analysis. Leads Squad Talks Calls when applicable.

· Interacts with clients, brokers, consultants, internal departments, and vendors to resolve elevated issues related to the RFP Process. Possess a clear understanding of each prospects needs. Demonstrates a clear understanding of the entire formal RFP process and available products.

· Able to navigate each secure portal and knowledge of internal distribution process of all documentation. Ability to obtain completed reporting review and check for accuracy (i.e., disruption, GEO’s, etc.). Demonstrates diligence in working with internal and external resources to provide effective and efficient closure to open items. Has a clear understanding of internal operations and leverages this knowledge to close-out open items as they pertain to all RFP processes & procedures as well as any other open issues. Assists Sales Consultant as needed in the field to present basic information, benefit review, implementation paperwork in a concise manner. Makes sound recommendations to resolve problems and implements process/procedure updates to avoid repeating.

· Completion of sales implementation checklist, audit of final sold benefits and final certificate booklet review with the account team to ensure a smooth transition for the client and broker.

· Attends implementation meetings as directed by team management (i.e., pre-implementation/implementation meetings, etc.). Presents information before large groups in a confident manner. Conducts training and deploys new processes and procedures along with talking points and other training information take-aways. Conducts departmental/Team training.

· Mentors and develops sales support coordinators and account coordinators for the service team.

· Assists various teams across the state with formal 1000 RFP’s when needed.

· Supports and assists with corporate initiatives and directives by releasing any applicable and approved communications, related reporting, and tracks customer feedback in the designated database (i.e., Goldmine Reporting). Makes recommendations to the team about these processes, to streamline outreach.

· Maintains awareness of product and process changes; industry trends and any governmental regulatory changes by staying current with updates provided through internal and external sources; actively participating in staff meetings, trainings and webinars.

· Performs duties as assigned. Participates in process improvement committees and other process/procedural initiatives. Conducts statewide training for all Sales Support Coordinators. Is a leader for the Team – is a trusted and relied-upon internal and external resources.

Qualifications

Sales Support Coordinator

Education and Experience:

· Bachelor’s degree in business administration or related field preferred, but will consider collective experience, training and education.

· 2 years support experience in a financial services, health insurance, customer service or related environment.

Professional Certification(s):

· Ohio Department of Insurance (ODI) license(required to obtain within 4 months of hire).

· Healthcare Reform certification preferred.

Technical Skills and Knowledge:

· Knowledge of health insurance products and sales and service operations (underwriting, stop loss, benefit plan design, funding).

· Intermediate MS Office Skills.

Sr. Sales Support Coordinator

Education and Experience:

· Bachelor’s degree in business administration or related field preferred, but will consider collective experience, training and education.

· 4 years support experience in a financial services, health insurance, customer service or related environment.

Professional Certification(s):

· Ohio Department of Insurance (ODI) license

Technical Skills and Knowledge:

· Knowledge of health insurance products and sales and service operations (underwriting, stop loss, benefit plan design, funding).

· Intermediate MS Office Skills (Excel, Word and Power Point).

· Possesses a solid knowledge base of Underwriting rating principals, funding arrangements and renewal developments.

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

A Great Place to Work:

Top Workplace in Northeast Ohio. Year after year weve received this recognition!

On-site wellness center at most locations. Enjoy personal trainers, towel service, locker room, weight room, elliptical machines, and a variety of classes!

On-site cafeteria serving hot breakfast and lunch, at most locations. Choices ranging from salad bar, made to order, hot and cold sandwiches, or a variety of entrees cooked fresh daily. Convenience store at most locations

Employee discount program. Discounts at many places in and around town, just for being a Medical Mutual team member

Business Casual attire

Excellent Benefits and Compensation:

Competitive compensation plans

Employee bonus program

401(k) with company match and an additional company contribution

Excellent medical, dental, vision, and disability insurance

An Investment in You:

Career development programs and classes

Mentoring and coaching to help you advance

Education reimbursement up to $5K per year

About Medical Mutual:

We strive to create peace of mind. Our customers can trust us to do things right and to help them get value from their health plan. Were the largest health insurer in Ohio and for over 85 years, weve been serving our members and the Ohio communities where they live and work. Medical Mutual is a Top Place to Work in Northeast Ohio with exceptional career opportunities that offer challenge, growth and a great work/life balance. We want talented, innovative, and driven people to help us continue to be the best health insurance choice of Ohioans and help make Ohio the best it can be! Our headquarter building is located in the heart of downtown Cleveland and we have multiple offices throughout the state. Join us at one near you!

At Medical Mutual and its family of companies we celebrate differences and are mutually invested in our employees and our community. We are proud to be an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, veteran status, or disability status.

We maintain a drug-free workplace and perform pre-employment substance abuse and nicotine testing.

Title: Sales Support Coordinator

Location: OH-Brooklyn

Requisition ID: 2400479