Client Service Representative - Mid-Market
Indianapolis, IN Health & Welfare
Job Type

At LHD, the Client Service Representative serves as a core element of our Account Manager team. In this role, you will gain and use specialized knowledge and skills to service client accounts for employers medical, dental, vision, life, and disability benefits plans. The level of support depends on the client size as well as the complexity and revenue of the account.

Essential Responsibilities and Duties:

  • Perform a variety of account management activities in coordination with the Account Manager to maintain close contact with clients and deepen the relationships.
  • Assist the Account Manager in conducting employee enrollment meetings, facilitating new coverage and carrier implementations, answering benefit questions for employers and/or employees and assisting employers with benefits compliance.
  • Develop and manipulate client data and reports.
  • Understand when and how to utilize internal systems to benefit the client.
  • Understand when and how to utilize benefits administration systems to troubleshoot issues, solve problems and ensure the accuracy of data within the system.
  • Continue to look for ways to create new value by implementing best practices and improving work flows and business processes.
  • Develop and continually improve product knowledge, plan design strategies, compliance knowledge, customer service strategies and trends in the market and industry.
  • Continual education to obtain job related designations.
  • Perform other duties and responsibilities as assigned.

Minimum Requirements/Qualifications:

  • Bachelor’s Degree in Business, Marketing, Finance or similar field preferred.
  • Prior experience in the employee benefits, insurance or comparable industry equivalent.
  • Indiana Life and Health Insurance License or ability to obtain within one year of employment.
  • Advanced knowledge of federal and state benefits compliance laws, including HIPPA preferred.
  • Knowledge of or ability to quickly learn technology and software tools to analyze and report benefits data.
  • Working knowledge of industry products and administrative tools preferred.
  • Ability to proactively initiate and follow-through with multiple projects, with frequently changing priorities in a fast-pace entrepreneurial
  • environment.
  • Self-directed, adaptive and flexible, with the ability to produce the highest quality work.
  • Exceptional PC skills (MS Word, Outlook, Excel and PowerPoint), with proficiency in building spreadsheets and producing effective.
  • presentations, correspondence and/or electronic communication
  • Energetic, flexible, collaborative, and proactive; an individual who can professionally and positively impact both internal, as well as external clients and customers.
  • Passion for LHD’s mission and ongoing commitment to outstanding customer service.

Why choose LHD?

LHD fosters an environment where employees are proud to work hard and make a difference. We’re valued, respected, and rewarded.

  • Nominated as a “Best Places to Work” for 7 years
  • AchieveWELL 5-star Award Designation for Wellness Program

We also offer:

  • HSA contribution
  • Employee Wellness Program
  • 401(k) - Safe harbor contribution of 3% of your salary plus discretionary matching contributions after a year of service
  • Hybrid work schedule
  • In-office perks: free coffee, daily fruit bar, treadmill desk, outdoor patio, workout facility