Health Insurance Specialist

1 month ago


Saugus, Massachusetts, United States Kestra Financial Independent Advisor Full time
Job Summary

We are seeking a highly skilled and organized Health Account Manager to join our team at Kestra Financial Independent Advisor. As a key member of our team, you will be responsible for managing client needs, processing insurance claims, and providing exceptional customer service.

Key Responsibilities
  • Administer health insurance policies and claims processing
  • Perform basic administrative tasks, including data entry, phone support, and mail management
  • Communicate effectively with clients and vendors to resolve issues and meet client needs
  • Schedule appointments and maintain client relationships
  • Manage client information in our CRM database and benefits administration portal
  • Assist with special projects and tasks as assigned by the department manager
Requirements
  • Advanced computer skills, including proficiency in Microsoft Office and CRM software
  • Strong organizational and time management skills, with the ability to multitask and prioritize tasks
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues
  • Previous experience in insurance administration or a related field is an asset

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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