Account Executive
Job Description
Position Overview
Note: This position supports Medical Mutual’s TPA client services. This is a hybrid role with a 3-day/week in‐office requirement in Cincinnati, OH. Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio, serving more than 1.2 million members with a range of health, life, disability, dental, vision and indemnity plans. We offer fully insured and self‐funded group coverage, as well as Medicare Advantage, Medicare Supplement and individual plans.
We are recruiting for two positions:
Account Executive I
Manages and acts as the primary contact for the successful renewal, retention, and add–on sales of an assigned book of business. The role involves facilitating renewal and retention processes, consulting on all products, industry trends, and plan functions.
Account Executive II
In addition to the responsibilities of Account Executive I, this position provides in–depth analysis of client plans, identifies opportunities and mentors Account Administrators, while independently troubleshooting issues and offering consultative solutions.
Key Responsibilities
Account Executive I
- Develops and maintains relationships with customers, brokers, consultants, Pharmacy Benefit Managers, vendors and stop loss carriers to optimize client experiences and resolve issues as needed.
- Creates and reviews client–specific strategic action plans and provides consultative solutions to stay current with industry trends.
- Coordinates internal and external resources for successful renewals and new group onboarding.
- Delivers standardized data and reporting packages to inform clients of performance and status updates.
- Manages New Client Implementation including meeting participation, communication preparation and coordination with internal departments and outside vendors.
- Attends client meetings to conduct strategic account reviews, share policy, product or legislative updates, and deliver appropriate reports.
- Analyzes group data to offer benefit, product and stop loss options, preparing and presenting recommendations.
- Updates and maintains CRM data related to the book of business and external contacts.
- Performs other duties as assigned.
Account Executive II
- Develops and sustains relationships with customers and brokers, responding to inquiries on claims, eligibility, plan design and reporting while analyzing historical data to enhance retention and value.
- Consults on products, industry trends and plan functions, including advising on benefit, product, and funding options.
- Creates and reviews client–specific strategic action plans, adapting to evolving service needs and trends.
- Interacts with brokers, consultants, pharmacy benefit managers, and vendors while directing internal resources to support client needs and independently resolving issues.
- Leads by understanding industry trends and informs clients of policy, product, and legislative changes.
- Prepares and analyzes client–specific data to support renewals and recommendations, ensuring accuracy and depth in reporting.
- Provides mentorship and guidance to Account Administrators.
- Advises on stop loss options with a comprehensive understanding of carrier terminology and rate impacts.
- Performs other duties as assigned.
Required Qualifications
Account Executive I
- Bachelor’s degree in Business Administration, Healthcare or a related field or equivalent combination of training and experience.
- Two years of progressive experience in health insurance in contracts, sales, system testing, benefit administration, claims or customer service.
- Accident, Health, and Life License with the Ohio Department of Insurance (ODI) – required to obtain within 4 months of hire.
- In–depth knowledge of health insurance products, underwriting, stop loss, benefit plan design, health care funding, and related laws/regulations (including HIPAA, COBRA, FMLA).
- Intermediate MS Office skills.
Account Executive II
- Bachelor’s degree in Business Administration, Healthcare or a related field or equivalent combination of training and experience.
- Two years of progressive experience in health insurance in contracts, sales, system testing, benefit administration, claims or customer service.
- Accident, Health, and Life License with the Ohio Department of Insurance (ODI).
- Demonstrated in–depth knowledge of health insurance products, underwriting, stop loss, benefit plan design, health care funding arrangements, and relevant laws/regulations (including HIPAA, COBRA, FMLA).
- Intermediate MS Office skills.
Benefits & Perks
- Location: Cincinnati, OH
- Schedule: Hybrid (3-day/week in–office)
- Equipment provided for the role, including a laptop, monitors, keyboard, mouse and headset.
- Access to on–site fitness centers or gym membership reimbursement when an on–site facility is unavailable.
- On–site cafeteria (at the Brooklyn, OH headquarters) offering hot breakfast and lunch.
- Exclusive discounts at various local outlets and the opportunity to earn cash rewards for shopping with our customers.
- Business casual attire, including jeans.
- Compensation: Employee bonus program; 401(k) with company match up to 4% plus additional contributions; Health Savings Account with company matching contribution.
- Excellent medical, dental, vision, life and disability insurance coverage.
- Access to an Employee Assistance Program offering counseling, coaching, and work/life support resources.
- Company holidays and up to 16 PTO days during the first year with options to carry over unused time; parental leave available after 120 days for eligible employees.
- Career development programs, mentoring, coaching and tuition reimbursement up to $5,250 per year.
- A diverse, inclusive and welcoming culture with Business Resource Groups.