Licensed Insurance Sales

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.