# Health Account Manager

> Kestra Financial Independent Advisor · Deerfield, United States · Full-time · Posted 2022-07-11

**Workplace:** on_site

**Department:** Group Insurance

## Description

Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to life insurance, long term care insurance, and even health insurance benefits.

  

  

**DUTIES AND RESPONSIBILITIES**

  

-   Health Insurance administration and claims processing.
-   Basic administrative functions including but not limited to faxing, coping, scanning, phone, mail and support other staff, when necessary
-   Communicate quickly and effectively with clients and vendors.
-   Regular client interaction including appointment scheduling and correspondence; answer incoming calls when needed and direct/take messages appropriately and according to firm guidelines.
-   Manage client needs regarding processing, servicing, and problem resolution in a timely and accurate manner.
-   Establish and maintain strong relationships with vendors and customers.
-   Maintain client information in the CRM database.
-   Maintain client and employee information in Zywave, our benefits administration portal
-   Taking on additional new responsibilities as assigned by department manager.

## Requirements

-   Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
-   Strong time management and organizational skills; ability to work independently and effectively at managing multiple tasks at once.
-   Excellent communication skills, both verbally and written
-   Previous experience working for a broker or benefits insurance carrier such has Humana or Blue Cross Blue Shield is an added benefit.

## Apply

[Apply at Kestra Financial Independent Advisor](https://apply.workable.com/kestra/j/9F070A380F/apply)

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