Health Account Manager

Kestra Financial Independent Advisor(3 years ago)

Deerfield, United StatesOnsiteFull TimeJunior$49,486 - $67,160 (estimated)Human Resources

About this role

An Administrative Associate at David A. Marcus and Associates supports the firm’s benefits and financial planning practice within a small advisory firm. The role operates as part of the client services and operations team, interfacing with clients, vendors, and internal staff while maintaining benefits administration systems. It contributes to the delivery of corporate benefits and insurance solutions alongside the firm’s broader financial planning services.

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Required Skills

Health Insurance
Claims Processing
Administrative Support
Client Communication
CRM
Zywave
Microsoft Office
Time Management
Scheduling

About Kestra Financial Independent Advisor

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