Apex Benefits Group
  • - Client Services
  • Indianapolis, IN, USA
  • Base + Commission
  • Full Time
  • Benefits include working with a great, talented and collaborative team; ongoing training and development; tuition reimbursement; medical; dental; vision; life; long-term disability; short-term disability; flexible savings accounts; business travel accident, paid time off; paid volunteer time off; paid holidays; 401(k) retirement plan match; wellness incentives; and E.A.P. services

Are you interested in joining a successfully growing organization that has been recognized repeatedly as one of Indiana's Best Places to Work and one of the 25 fastest growing companies in Indiana?


Apex Benefits offers our employees competitive benefits, a collaborative team environment, advanced training and development. Apex Benefits focuses exclusively on employee benefit programs to provide our clients the health and wellness plan that best meets their individual needs. Our team helps some of Indiana's most-respected organizations offer benefit plans that fit their culture, objectives, and budgets. The value of the services we provide is evident; Apex Benefits has more than doubled in the number of clients, amount of revenue, and size of staff--even during one of the toughest economic periods in recent history. Apex Benefits offers employers innovative tools and personalized resources to help build a health and wellness strategy that benefits employees, manages compliance, risk and costs and helps achieve successful business results. Our advisors and client advocacy team use a different approach in matching plans with clients. We study data about our client's patterns to help formulate a plan tailored to their particular needs. It is our job to create a benefits plan that is as unique as the people in their company. Our team truly cares about finding the best solution for our clients. Apex Benefits was founded in 2003 and is a privately-held company headquartered in Indianapolis, IN. We have satellite offices in northwest Indiana, Louisville, KY and are actively expanding.


Our Mission: Empower organizations and inspire employees through customized benefit solutions, health-focused engagement and human capital strategies.


Job summary
Manages and coordinates client service activities as the primary contact for retention and growth of group business accounts. Typical group size is 25 – 500 employees. Provides outstanding customer service, effective process management and consultative analysis working in collaboration with a Client Advisor.

Summary of essential job functions/responsibilities

  • Implement and setup new clients according to established Best Practices at Apex Benefits
  • Organize and prepare material for client meetings to be presented by Advisor or Account Executive
  • Assist with development of client's short and long-range planning strategies and goals
  • Monitor client's goals from inception through renewal via execution of the Apex Benefits Service Cycle
  • Actively seek opportunities to develop additional lines of coverage for existing clients
  • Manage communication, product placement and carrier relations through the renewal process
  • Work with chosen vendors setting up client programs timely and efficiently, ensuring that all necessary paperwork is complete and accurate
  • Work with Advisors and internal staff to insure superior retention results
  • Nurture excellent client relations and consulting best practices regarding client problem resolution and facilitate carrier/client relations
  • Create and maintain both paper and electronic files with client appropriate documentation including tracking the receipt of appropriate contracts, agreements, reports and reviewing them for accuracy
  • Documenting customer service notes and action items in our internal database
  • Supporting the completion of 5500 and other legislative plan requirements for clients
  • Provide client summaries to Apex Benefits leadership
  • Adhere to standards of quality established by Apex Benefits

Minimum requirements

  • Proven ability to be collaborative with strong multi-tasking skills
  • Have a minimum of 2 years prior employee benefits account management experience with a focus on sales; connectivity to or background in Human Resource is a plus
  • Hold appropriate state insurance licenses; industry designations such as CEBS, PHR, SPHR preferred but not required
  • Bachelor's degree preferred
  • Able to provide superior customer service
  • Ability to employ strong, effective problem-solving skills
  • Possess proven listening and discovery skills
  • Have strong organizational, time management and analytical ability
  • Must possess excellent verbal and written communication skills
  • Ability to participate in key sales presentations and provide assistance to the sales process.
  • Must have a positive attitude, strong work ethic, and be goal oriented
  • Be a self-starter with the ability to work productively and proactively without supervision
  • Be a team player who contributes positively to the client management team effort and is willing to help other teammates when needed
  • Capable of maintaining confidential information
  • Able to respond to change positively and handle other essential tasks as assigned
  • Must be proficient in Word, Excel, along with project and database management

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. is an EEO/Affirmative Action Employer and does not discriminate on the basis of age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability or any other legally protected status.




This position has been closed and is no longer available.
Apex Benefits Group

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