Billing, Communication Skills, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Detail Oriented, File Maintenance, Health Insurance, Health Plan, Insurance, Interpersonal Skills, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Product Family, Microsoft Word, Performance Analysis, Presentation/Verbal Skills, Problem Solving Skills, Process Hazard Analysis (PHA), Regulatory Compliance, Regulatory Requirements, Spreadsheets, Time Management, Training/Teaching, Writing Skills
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.