Insurance Customer Service Representative - Full Time - PHA Health

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

PHA Benefits is proud to offer a competitive salary (DOE), PTO & paid holidays, 401(k), wellness program, and more.