PHA Health, powered by Wilcox Financial Services is a leading insurance brokerage that provides employee benefits with our unique Trifecta Platform.
PHA Health provides health plans that are affordable, sustainable, and promote well-being by empowering employers and employees to be financially, emotionally, and physically healthy.
Our personal commitment to our team and our clients has created long-lasting and successful relationships.
Essential Duties and Responsibilities:
Assist with management of a portfolio of clients by assisting with renewals/retention of current clients.
Maintain files and documents in accordance with office procedures.
Deliver excellent customer service for benefit, billing or claims questions.
Assist with monitoring and reporting on plan performance.
Update policy changes or inform clients of upcoming policy regulations or requirements.
Assist with preparation of renewal quotes by assisting with analyzing and spreadsheeting the quotes for the client.
Assist with compliance for employer regulations and requirements.
Assist with providing plan education or amendments as necessary.
Other duties as assigned.
Qualifications, Experience, and/or Abilities:
Experience as an insurance customer service representative or other insurance position is preferred but we will provide training as needed.
Excellent verbal and written communication skills as well as a strong sense of accountability.
Strong interpersonal skills and professionalism in both in a team environment and autonomously.
Ability to handle situations in a calm, courteous and professional manner.
Customer focused to establish and maintain effective relationships.
Intermediate level of experience in Microsoft Office products: Word, Excel, Outlook and PowerPoint.
Be accurate with attention to detail.
Exhibit problem resolution skills.
Flexibility and adaptability to changing priorities, deadlines and technology.
Education and/or Experience:
State of Nebraska Life & Health Insurance License required
More than 2 years' experience in business or health/ancillary insurance industry preferred but we are willing to train the right person.
Please Note:
This position has a requirement to be on-site due to the nature of the work
What We Offer
PHA Benefits is proud to offer a competitive salary, PTO & paid holidays, 401(k), wellness program, and more.
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