What are the responsibilities and job description for the Account Service Representative / Client Service Representative - Employee Benefits position at Apex Benefits Group?
Are you interested in joining a successfully growing organization that has been recognized repeatedly as a state and national Best Places to Work and one of the 25 fastest growing companies in Indiana? If so, come join Apex Benefits!
Apex Benefits is looking for a talented colleague to provide client service support to assigned accounts to foster positive client relations, account retention, and business development. Ideal candidate is smart, hardworking, approachable, and has knowledge of benefits. This position is based on the north side of Indianapolis, Indiana and requires work on-site 4 days a week.
Apex Benefits, a leading benefits brokerage & consulting firm headquartered in Indianapolis, is looking for a growth-minded and dynamic account service representative.
Job Summary
Responsible for providing exceptional service support to assigned accounts to foster positive client relations, business development and account retention. Represent Client Advisors or Account Executives, as necessary, by providing direct contact with clients.
Summary of essential job functions / 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
Minimum requirements
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Additional Information
Apex Benefits Group, Inc believes in equal opportunity employment and does not discriminate based on age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability, or any other legally protected status.
Salary : $50,000