PHA Health, powered by Wilcox Financial Services is a leading insurance brokerage that specializes in offering group employee health benefits. 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 train the right person.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 :
1 year experience in health / ancillary insurance or business industry preferred, but we are willing to train the right person.What We Offer
As a full-time employee you will enjoy a competitive salary (DOE), health insurance, PTO & paid holidays, 401(k), wellness program, and more.