Kestra Financial is Hiring a Health Account Manager Near Deerfield, IL
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