Insurance Customer Service Representative - Part Time

Posted 17 days ago

pha healthCook (NE)

SENIORITY

Junior

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About the role

Insurance Customer Service Representative - Part TimePHA 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
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
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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