Client Services Consultant Jobs in Indiana
Client Services Consultant jobs in Indiana are in steady demand, concentrated in financial services, insurance, healthcare administration, and technology, with openings at every level from entry-level account support to senior client relationship roles. The most active hiring markets are Indianapolis, Fort Wayne, and Carmel, where established employers like Salesforce, Eli Lilly, and OneAmerica maintain significant operations and regularly bring on client-facing professionals. The most sought-after specialties in Indiana right now are CRM implementation, benefits consulting, and managed services account management. Find a role that fits below and apply directly.
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Showing 5 of 148+ Client Services Consultant jobs
Company:
Marsh McLennan Agency
Description:
Senior Client Service Representative
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Client Service Representative at Horton, a Marsh business.
Marsh provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
What You Do
Senior Client Service Representative
- Process policies, endorsements, audits, and other client documents in the agency management system with a focus on accuracy and timeliness. Enter premium related information into the system to create records and invoices.
- Prepare client documents for delivery via email, US Mail or hand delivery.
- Maintain an outstanding level of data integrity in the agency management system so that all fields, documents, and data are accurate, up to date and flow properly to reports and other output documents.
- Provide routine consultation to clients and act as back up to Account Managers in order to assist internal and external clients as much as possible.
- Assist with accounting issues relative to premium and commission discrepancies and accounts receivable. Help direct clients with payment instructions, receipt of various premium notices from carriers and finance companies. Effectuate premium finance agreements and notices of cancellation, rescission and reinstatement.
- Access and navigate carrier websites to obtain account information and policy documents. May request, follow up, and review endorsements or obtain quotes as necessary.
- Manage certificate holder lists. Prepare and send renewal and midterm certificates of insurance, evidence of property insurance, auto ID cards and other proofs of insurance.
- Verify coverage for third parties.
- Set and manage diaries to ensure all account activity is progressing effectively.
- Perform other duties as requested.
Your Education and Experience
Required
- Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding.
- Must be proficient in Excel and Word.
- Must be organized, detail oriented, timely and efficient.
- Strong work ethic, responsible, reliable, service oriented.
- Possession of or ability to obtain state P&C insurance license.
- Strong math skills with an understanding of basic accounting principles.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering.
- Tuition reimbursement and professional development opportunities.
- Hybrid work.
- Charitable contribution match programs.
- Stock purchase opportunities.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and a comprehensive well-being platform. The base salary range for this role is $43,600 to $69,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Applications will be accepted until: December 1, 2026.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
Company:
Marsh McLennan Agency
Description:
Senior Client Service Representative
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Client Service Representative at Horton, a Marsh business.
Marsh provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
What You Do
Senior Client Service Representative
- Process policies, endorsements, audits, and other client documents in the agency management system with a focus on accuracy and timeliness. Enter premium related information into the system to create records and invoices.
- Prepare client documents for delivery via email, US Mail or hand delivery.
- Maintain an outstanding level of data integrity in the agency management system so that all fields, documents, and data are accurate, up to date and flow properly to reports and other output documents.
- Provide routine consultation to clients and act as back up to Account Managers in order to assist internal and external clients as much as possible.
- Assist with accounting issues relative to premium and commission discrepancies and accounts receivable. Help direct clients with payment instructions, receipt of various premium notices from carriers and finance companies. Effectuate premium finance agreements and notices of cancellation, rescission and reinstatement.
- Access and navigate carrier websites to obtain account information and policy documents. May request, follow up, and review endorsements or obtain quotes as necessary.
- Manage certificate holder lists. Prepare and send renewal and midterm certificates of insurance, evidence of property insurance, auto ID cards and other proofs of insurance.
- Verify coverage for third parties.
- Set and manage diaries to ensure all account activity is progressing effectively.
- Perform other duties as requested.
Your Education and Experience
Required
- Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding.
- Must be proficient in Excel and Word.
- Must be organized, detail oriented, timely and efficient.
- Strong work ethic, responsible, reliable, service oriented.
- Possession of or ability to obtain state P&C insurance license.
- Strong math skills with an understanding of basic accounting principles.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering.
- Tuition reimbursement and professional development opportunities.
- Hybrid work.
- Charitable contribution match programs.
- Stock purchase opportunities.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and a comprehensive well-being platform. The base salary range for this role is $43,600 to $69,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Applications will be accepted until: December 1, 2026.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
See All 148+ Client Services Consultant Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
Find JobsClient Services Consultant Jobs by City in Indiana
Where Indiana roles are concentrated, by current openings.
Client Services Consultant Job Market in Indiana
A snapshot from current Indiana openings, updated as new roles post.
Who's Hiring
- JPMorganChase28
- First Merchants Bank8
- 1st Source Bank6
- KeyBank5
- Morgan Stanley4
Top Industries Hiring
- Banking & Financial Services18
- Investment & Asset Management18
- Fintech14
- Consulting & Professional Services7
- Insurance4
What Indiana Employers Look For
The qualifications that appear most often in client services consultant jobs across Indiana.
- Bachelor's degree in business, communications, or a related field is typically required
- Two or more years of experience in client-facing account management or consulting
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for presenting to clients and stakeholders
- Demonstrated ability to manage multiple client accounts and meet service deadlines
- Experience in the employer's core industry, such as insurance, healthcare, or technology
Client Services Consultant Jobs in Indiana: Frequently Asked Questions
How do you become a client services consultant in Indiana?
Most Indiana employers expect a bachelor's degree in business, communications, marketing, or a related field as the foundation for this role. There is no state-issued license required to work as a client services consultant in Indiana, so the path runs through education, relevant internships, and industry-recognized credentials such as a Certified Customer Experience Professional designation. Building experience in account coordination, inside sales, or client support at Indiana-based firms is the most direct entry route.
Which companies hire client services consultants in Indiana?
Indiana client services consultant roles are posted by JPMorganChase, First Merchants Bank, and 1st Source Bank and others right now, based on current listings on Migrate Mate as of July 2026. Indiana's deep insurance and financial services sector, anchored in Indianapolis, means a large share of openings come from carriers, third-party administrators, and benefits consulting firms headquartered in the state.
Which Indiana cities have the most client services consultant jobs?
Indianapolis, Fort Wayne, and Carmel have the most client services consultant openings in Indiana. Indianapolis dominates because it is home to the state's largest concentration of corporate headquarters in insurance, technology, and healthcare, while Fort Wayne and Carmel draw openings from regional financial services firms, managed services providers, and suburban technology campuses that have expanded outside the Indianapolis core.
Are there remote client services consultant jobs in Indiana?
Yes, and more than most fields, since client services consultant work is largely desk-based and communication-driven rather than hands-on. About 31% of client services consultant openings tied to Indiana are remote or hybrid as of July 2026, reflecting how widely employers have adopted flexible arrangements for this role. Account management, CRM consulting, and benefits advisory work are the sub-areas most likely to be offered fully remote.
How can I get hired as a client services consultant in Indiana with little or no experience?
The most realistic entry path is a client support or customer success coordinator role at a mid-size Indianapolis technology or insurance firm, then moving into a full consulting title after demonstrating account ownership. Large Indiana employers like Anthem and Salesforce run structured associate and new-graduate programs that feed into client-facing tracks. Lateral moves from inside sales, operations coordination, or project support are common, and completing a Salesforce Administrator certification gives candidates without direct experience a concrete edge in Indiana hiring decisions.
Where can I find and apply to client services consultant jobs in Indiana?
You can find and apply to client services consultant jobs in Indiana on Migrate Mate, which lists current Indiana openings across industries and experience levels. Find roles that fit your background and apply directly to the employers posting them.
See All 148+ Client Services Consultant Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
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