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.

• 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.

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