Kestra Financial

Independent RIA and broker/dealer services platform

Health Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeDeerfield, IL, USANo salary listedIn-person

About the Job

Requirements

Advanced computer skills in Outlook, Word, Excel, and PowerPoint are essential.
Strong time-management and organizational skills, with the ability to work independently and manage multiple tasks at once.
Excellent verbal and written communication skills.

Responsibilities

Administer health insurance and process claims.
Perform basic administrative functions, including faxing, copying, scanning, handling phone calls and mail, and supporting other staff when necessary.
Communicate quickly and effectively with clients and vendors.
Interact regularly with clients, including scheduling appointments and handling correspondence; answer incoming calls when needed and direct calls or take messages according to firm guidelines.
Manage client needs involving 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, the benefits administration portal.
Take on additional responsibilities as assigned by the department manager.

Desired Qualifications

Previous experience working for a broker or benefits insurance carrier such as Humana or Blue Cross Blue Shield.

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

About the Company

Kestra Financial

Independent RIA and broker/dealer services platform

Kestra Financial provides independent wealth-management platforms and back-office services for RIAs and broker/dealers. It combines wealth-management services with technology and practice-enrichment tools to help advisors grow, offering product suites such as Kestra Private Wealth Services, Kestra Investment Services, Kestra Advisory Services, and Kestra Institutional Services, along with platforms like Fusion and Partners Financial/Benefits Partners. It differentiates itself through a long track record of independence, a broad multi-platform ecosystem, and integrated back-office support rather than just selling products. Its goal is to empower independent advisors to grow their practice and deliver personalized client service through transparent, integrated technology and support.

Company size: 201-500
Company stage: IPO
Headquarters: Austin, TX
Founded: 1996

Recently Posted Jobs

Explore more opportunities at Kestra Financial

See more jobs