Health Account Manager

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. Our firm specializes in corporate benefits and estate planning. Being a  full service  firm allows us to better service our client needs from personal investing and retirement planning to life insurance, long term care insurance, and health insurance benefits.

• Health Insurance administration and claims processing
• Basic administrative functions including faxing, copying, scanning, phone, mail and supporting 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

• 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 as Humana or Blue Cross Blue Shield is an added benefit

• Seniority level:
  Associate
• Employment type:
  
  Full-time
• Job function:
  Administrative
• Industries: IT Services and IT Consulting
• Location:
  
  Chicago, IL

We’re not discussing referrals or external articles here; this posting focuses on the role, responsibilities, and qualifications for the position.