Apex Benefits · 16 hours ago
Account Service Representative / Client Service Representative - Employee Benefits (Insurance)
Indianapolis, IN
Full-time
Hybrid
Entry Level
2+ years expApex Benefits is a leading benefits brokerage & consulting firm headquartered in Indianapolis, recognized as one of the best places to work. The role involves providing exceptional client service support to assigned accounts, fostering positive client relations, and assisting with business development and account retention.
ConsultingEmployee BenefitsInsurancePredictive AnalyticsRisk Management
Responsibilities
Maintain positive relationships with designated accounts through effective daily/weekly communication both oral and written
Provide service to internal and external customers service which may include interpreting plan design, researching and resolving phone and written inquiries, resolving claims, benefits and enrollment issues
Complete and maintain up-to-date customer service call reports, documenting customer service notes and action items in the CRM system as required
Identify potential client issues and report them as appropriate to the account team
Assist with the implementation of new clients including but not limited to preparing materials for open enrollment meetings; obtaining and completing carrier/vendor paperwork to prepare for client signature
Update CRM system for assigned clients at implementation and renewal
Create and maintain client information files with appropriate documentation
Assist with the completion of the tasks included on the New Business and Renewal checklists in accordance with established best practices
Assist with education, coordination and implementation of new services, carriers and products
Establish and maintain mutual communication with the account team to stay abreast with client activities
Assist with the creation of client meeting agendas and meeting summaries
Demonstrate Apex Benefits core values and maintain positive working relationships with team members, clients, vendors and carrier contacts
Perform other duties as assigned
Qualification
Required
High School diploma or GED required
2+ years' experience in a business-to-business account services support role
Indiana Life and Health license or the ability to earn one within 6-months of employment
Minimal travel may be required
Superior problem solving, analytical ability, attention to detail and customer service skills
Self-motivated, with the ability to work productively and proactively to see projects through completion in a minimally supervised environment
Highly developed reasoning and problem-solving skills
Strong organizational and time management skills
Conscientious, diligent work ethic
Professional writing and verbal communication skills
Positive attitude, willingness to learn and interest to work toward team goals
Capable of maintaining confidential information
Literacy in Word, Excel, PowerPoint and Web navigation
Able to react to change positively and handle other essential tasks as assigned
Preferred
Experience supporting medical and ancillary insurance related product lines preferred
Company
Apex Benefits
Apex Benefits is an insurance consulting firm that specializes in employee benefits strategy and pharmaceutical benefit consulting.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John F. Gause
CEO | Employee Benefit Strategist
Amber Chittenden
President
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