Account Service Representative

Are you interested in joining a successfully growing organization that has been recognized repeatedly as a state and national Best Places to Work? If so, join Apex Benefits

Apex Benefits is looking for an Account Service Representative who excels in client service and is confident working in benefits administration systems - Employee Navigator experience preferred.

Apex Benefits, a leading benefits consulting firm headquartered in Indianapolis, IN is known for our culture, our expertise, and the way we show up for our clients and each other. We offer our employees competitive benefits, a collaborative team environment, and advanced training.

This position is based on the north side of Indianapolis with a target start date in early 2026.

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
• Assist Senior Analyst with the demonstration, collection of plan data, implementation, renewal, and maintenance of client accounts within a benefits administration platform
• Demonstrate Apex Benefits core values and maintain positive working relationships with team members, clients, vendors and carrier contacts

Minimum requirements

• High School diploma or GED required.
• 2+ years' experience in a business-to-business account services support role. Experience supporting medical and ancillary insurance related product lines preferred.
• 2+ years' experience with benefits administration platforms, Employee Navigator preferred
• 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

Apex Benefits Group, Inc. demonstrates 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.

Benefits

401k, Dental Insurance, Life Insurance, Medical Insurance, Vision

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