Health Account Manager

Kestra Financial Independent Advisor
Deerfield, IL

Job Description

Job 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.
Posted 2026-06-20

Recommended Jobs

Community Support Specialist - South Side Chicago

The Thresholds
Chicago, IL

Job Description Job Description Do you enjoy getting to know someone and coaching them towards achieving their goals related to work, relationships, and independent living? Community Support Spec…

View Details
Posted 2026-06-05

entry level machinist

Chicago Cutting Die Co.
Northbrook, IL

Job Description Job Description Entry level manufacturing/machinist for our grinding/assembly department. We will train the candidate on Cylindrical grinders , surface grinders , id grinders, a…

View Details
Posted 2026-05-30

Optometric Technician

Vision Care Associates (C)
Springfield, IL

Job Description Job Description The role of the Technician is to provide technical support to the Optometrist(s).  This includes patient work-up, pretesting, tonometry, and performing the appropr…

View Details
Posted 2026-05-14

GD&T Specialist

G&W Electric
Bolingbrook, IL

Reporting to the Manager of New Product Development, the GD&T Specialist is a senior technical role focused on supporting the New Product Development (NPD) team through expert review, validation, and …

View Details
Posted 2026-04-28

Industrial Cleaner

Peoplelink Staffing
Gibson City, IL

Job Description Job Description Industrial Cleaner Peoplelink Staffing Solutions, in partnership with a leading industrial facility in the Gibson City, IL area, is seeking Industrial Cleane…

View Details
Posted 2026-06-19

Travel Nurse RN - Intensive Care Unit (ICU) / Critical Care in Belleville, IL

ATC Healthcare Services
Belleville, IL

Registered Nurse (RN) | Intensive Care Unit (ICU) / Critical Care Location: Belleville, IL Agency: ATC Healthcare Services Pay: Competitive weekly pay (inquire for details) Contract…

View Details
Posted 2026-05-27

Principal Product Marketing Manager (Security, Governance, Risk & Compliance)

iManage
Chicago, IL

We offer a flexible working policy that supports a healthy balance between personal and professional well-being. This role requires in-office presence on Tuesdays & Thursdays to collaborate, connect,…

View Details
Posted 2026-05-18

Junior Network Engineer

Calsoft Systems
Illinois

About Calsoft Systems Calsoft Systems is a gold partner of Microsoft Corp and a certified service provider for Microsoft products and services such as Dynamics 365 ERPs based in Los Angeles, New…

View Details
Posted 2026-05-27

Professional Dog Walker - Skokie,IL

Flamingo
Skokie, IL

What We Do: HelloHealthy provides Health & Wellness services to Luxury Apartments and Commercial Buildings including Dog Walking Services, Massage Therapy, Cooking Classes and Wellness & Social ev…

View Details
Posted 2025-11-07

Manager, Access and Reimbursement Services

AbbVie
North Chicago, IL

Company Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We striv…

View Details
Posted 2026-05-24