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.



DUTIES AND 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 ...