Employee Benefits Account Assistant - MMA Midwest - Loveland, Ohio

    • Blue Ash, OH


  • Compiles and sends the RFP to carriers to obtain quotes
  • Collects and ensures the accuracy of received quotes
  • Prepares the proposal documents for client meetings (print and bound)
  • Works directly with Producers, Carrier Representative, Clients, Service Team, and other departments to maintain current information in the agency management system
  • Uses appropriate documentation method with the Client Management System (CMS) for all client related activity. Also reduces/revises activity codes while utilizing them.
  • Updates Master Plans for selected carriers
  • Maintains and revises carrier contact list, as well as carrier website log-in information.
  • Develops and follows external (carrier) enrollment handling procedures, both client and carrier specific, while introducing these procedures to our Staff and Clients whenever necessary
  • Enters enrollments, terminations, and change requests into electronic enrollment software system when available and/or sends the information to the specific carrier
  • Follows up with each specific carrier until the enrollment and/or termination is completed correctly and successfully and documents each activity in Brokerage Builder
  • Responds to customer requests via phone, email, or fax, in a timely and accurate manner via the appropriate means of communication, realizing our clients favored method of correspondence
  • Escalates client issues or advises the Producer and/or Account Manager on client concerns as appropriate
  • May assist in the development of RFP for new clients, Health Care Reform, wellness organization, proof reading, creating binders, as well as other assigned special projects.
  • Filing, faxing, copying, binding
  • Assists with back-up to other positions as needed, including but not limited to, other Account Assistants, Account Managers, Programs Specialist, and Enrollment positions
  • Learns basics of Health Care Reform by attending webinars and meetings where topics on Health Care Reform and other Insurance Legislations are discussed. Reads delivered documents and other breaking news on issues to stay updated
  • Attends meetings with Insurance Carriers to learn about changes, updates, new products, new representatives, etc.
  • Register and pass Life and Health Insurance exam. Participates in continuing education to maintain Health and Life license
  • Maintains a positive work atmosphere by acting and communicating in a manner that helps promote a positive working relationship with clients, carriers, colleagues and management

  • High School Diploma or equivalent required
  • Bachelor's Degree preferred
  • Register and pass Life and Health Insurance exam. Participates in continuing education to maintain Health and Life license
  • Knowledge of or experience in the insurance industry is preferred although not necessary

  • Proficient in Microsoft Office 2010 (Outlook, Word, PowerPoint and Excel)
  • Excellent communication skills, including listening, speaking and writing
  • Demonstrate our Values
    • Integrity - Demonstrates professional behaviors with honesty and respect
    • Collaboration - Must be able to establish and maintain positive working relationships with co-workers, clients and carriers.
    • Passion for customer service - Must be able to effectively interact with internal and external clients by demonstrating basic knowledge of the clients' business needs, instilling confidence, revolving issues, following through on commitments, and tapping all available resources in order to meet the clients' expectations.
    • Innovation - Must be able to use problem-solving skills to identify and solve problems or offer solutions using knowledge of the client as well as knowledge of the insurance industry.
    • Accountability - Establishes priorities and organizes time effectively and efficiently to ensure that tasks are completed to meet or exceed customer expectations.

These job tasks are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform these essential functions.


Sit for long periods of time, stand, walk, move about the facility, bend, stoop, and climb stairs; demonstrate sufficient hand, arm and finger dexterity to operate computer keyboard and other office equipment; reach above shoulder height, below the waist, and lift to file documents or store materials; lift and move up to 25 pounds; speak and hear sufficiently to communicate in person and over the phone; read words and numbers; maintain visual ability including close vision, distance vision, color vision, peripheral vision, depth perception and to adjust focus; work overtime as required; meet expectations for attendance and punctuality; able to pay attention to details; able to concentrate; interact professionally, cooperatively and productively; perform in a manner that prevents errors and omissions; tolerate a constant, moderate noise level; work independently; carry out assignments to completion within parameters of general instructions, prescribed routines and standard practices; tolerate high levels of stress and a stressful work environment; meet multiple deadlines consistently.

Employee typically performs the majority of their work from their desk,and is required to use a computer andtelephone.Regular typing and word processing is required.


Work is generally performed in a quiet office environment, but frequent travel to various office and client locations is regularly required.

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