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Insurance Customer Service Representative - Part Time
Insurance Customer Service Representative - Part TimePHA Health • McCook, NE, US
Insurance Customer Service Representative - Part Time

Insurance Customer Service Representative - Part Time

PHA Health • McCook, NE, US
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Job Description

Job Description

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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