Kestra Financial · 5 months ago
Health Account Manager
Deerfield, IL
Full-time
Onsite
Mid LevelKestra Financial is a full service firm that has been assisting clients with wealth protection and long-term financial planning for over 35 years. They are seeking a Health Account Manager to handle health insurance administration, client interactions, and maintain strong relationships with vendors and customers.
BankingConsultingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
Founded in 1996
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Joel Bennett
CFO
Kris Chester
Executive Vice President + Chief Operating Officer
Recent News
2025-11-20
2025-11-04
2025-10-27
Company data provided by crunchbase