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Healthcare Account Executive

2 months ago

Deerfield Beach, Florida, United States Kestra Financial Independent Advisor Full time

At Kestra Financial Independent Advisor, we are dedicated to assisting our clients in safeguarding their financial assets while formulating sustainable financial strategies. With over three decades of experience, our firm excels in delivering tailored solutions that align with our clients' aspirations. We pride ourselves on being a comprehensive service provider, addressing a spectrum of needs from personal investment and retirement planning to life and health insurance offerings.

KEY RESPONSIBILITIES
  • Oversee health insurance management and claims processing.
  • Perform essential administrative tasks, including but not limited to faxing, copying, scanning, and providing support to colleagues as required.
  • Engage in prompt and effective communication with clients and vendors.
  • Facilitate regular client interactions, including scheduling appointments and managing correspondence; respond to incoming calls and direct messages according to company protocols.
  • Address client requirements related to processing, servicing, and resolving issues efficiently and accurately.
  • Build and sustain robust relationships with vendors and clients.
  • Update and maintain client records in the CRM system.
  • Manage client and employee data within our benefits administration platform.
  • Assume additional responsibilities as delegated by the department manager.

QUALIFICATIONS

  • Proficient computer skills (Outlook, Word, Excel, and PowerPoint) are crucial.
  • Exceptional time management and organizational abilities; capacity to work autonomously while effectively juggling multiple tasks.
  • Outstanding verbal and written communication skills.
  • Prior experience with a brokerage or benefits insurance provider is advantageous.