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Licensed Insurance Sales

PHA Health

Licensed Insurance Sales and Support

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.

Vacancy posted 3 days ago
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