Broker Support & Accounts Specialist (Hybrid)

Medical Mutual; Cleveland (OH); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Equipment provided

On-site fitness centers

On-site cafeteria

Discounts

Cash rewards

Business casual attire

Job summary

Medical Mutual in Brooklyn, OH is seeking a Broker Support Specialist to respond to broker inquiries by phone and e‑mail, assisting Account Managers with enrollment, billing, and portal issues.

You will build strong broker relationships to meet retention targets, participate in external broker meetings, and generate reports from broker portals. A background in health insurance service is preferred.

Qualifications

• Associate’s degree in Marketing, Business Administration or related field.
• Three years of customer service or sales/account management support experience, preferably in the health insurance industry and/or dealing with insurance brokers.
• Ohio Department of Insurance License (Health & Life) preferred.
• Equivalent education and experience directly related to the role may substitute for a degree.

Responsibilities

• Responds to broker inquiries via phone and e‑mail regarding enrollment, billing/refunds, broker portal troubleshooting, marketing materials, plan benefits, claims, etc.
• Coordinates with other internal business areas to address broker questions and concerns.
• Develops and maintains effective business relationships with assigned brokers to achieve annual retention targets.
• Creates procedures to effectively manage the agency to meet individual market service objectives.
• Collaborates with Account Manager and attends external sales meetings/presentations with broker agencies, as well as internal corporate meetings and projects.
• Generates and distributes reports from broker portal and other systems to brokers and agencies.

Skills

Customer service

Account management support

Sales support

Education

Associate’s degree in Marketing, Business Administration or related field

Tools

Microsoft Office

CRM systems

Job description

Medical Mutual in Brooklyn, OH is seeking a Broker Support Specialist to respond to broker inquiries by phone and e‑mail, assisting Account Managers with enrollment, billing, and portal issues.

You will build strong broker relationships to meet retention targets, participate in external broker meetings, and generate reports from broker portals. A background in health insurance service is preferred.