Insurance Customer Service Representative - Full Time

PHA Health; Lazy L Mobile Ranch (NE); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Health insurance

PTO & paid holidays

401(k)

Wellness program

Job summary

A leading insurance brokerage in Lazy L Mobile Ranch is looking for a full-time employee to manage a portfolio of clients and provide excellent customer service. Responsibilities include assisting with policy renewals, monitoring plan performance, and addressing inquiries. Candidates should possess strong communication skills and be detail-oriented, with a preference for those experienced in health insurance. Competitive salary and benefits offered, including health insurance and 401(k).

Qualifications

• Experience as an insurance customer service representative preferred.
• Ability to handle situations in a calm and professional manner.
• Strong accountability and interpersonal skills.
• Calm, courteous, and professional handling of situations.
• Customer-focused with relationship-building abilities.
• Proficient in Word, Excel, Outlook and PowerPoint.
• Attention to detail and problem-resolution ability.

Responsibilities

• Assist with management of a portfolio of clients.
• Deliver excellent customer service for benefit and claims questions.
• Assist with monitoring and reporting on plan performance.
• Assist with monitoring and reporting on plan performance.
• Update policy changes or inform clients of upcoming policy regulations.
• Assist with renewal quotes by analyzing and spreadsheeting for clients.
• Assist with compliance for employer regulations and requirements.
• Assist with plan education or amendments as necessary.
• Other duties as assigned.

Skills

Customer service skills

Excellent verbal and written communication

Interpersonal skills

Problem resolution skills

Attention to detail

Adaptability

Attention to detail

Problem solving

Education

1 year experience in health/ancillary insurance or business industry

Tools

Microsoft Office products (Word, Excel, Outlook, PowerPoint)

Job description

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.