Licensed Insurance Sales and SupportPHA Health, formerly Wilcox Financial Services, Inc is a leading insurance brokerage firm empowering employers and their employees to be financially, emotionally, and physically healthy. Our commitment to our team and clients is to provide a whole health plan that is sustainable, affordable, and promotes well-being. Our Core Values are to: Put People FirstDo The Right ThingBe Humbly Confident Be Resilient
Job Summary:
Work closely with clients to educate and identify the right individual insurance plan for their situation.
Supervisory Responsibilities: None
Duties/Responsibilities:
Answer phone, determine client need, information gathering, set appointments.
Entering data, scanning, attaching, and securing documents in our online client management system.
Verifying applications and documents for completeness.
Researching and identifying multiple options for clients.
General customer service for existing policies.
Required Skills/Abilities
Nebraska Life and Health Insurance License:- Knowledge of Microsoft 365 and computer savvy.
- Dependable, strong worth ethic, and common sense.
- Analytical skills, to find and identify best plans for each individual situation.
- Self-driven (if you see something that needs done, take care of it)
- Take Pride and responsibility for your work. Service clients like you would your best friend!
Education and Experience:- Nebraska Life and Health Insurance License
- Prior experience with Marketplace, Medicare, and Medicare Plans (Part D, Advantage, Supplements)
- Prior experience in an insurance office.
Job Type:- Part-time with a Full-time option
- Weekly Day Range:
- Monday - Friday
Physical Requirements:
Sedentary Work - Exerting up to 15 pounds of force occasionally. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time.
