Licensed Insurance Sales
PHA Health
Licensed Insurance Sales
PHA 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 First
- Do The Right Thing
- Be 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.
PHA HealthVacancy posted 1 day ago
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