Policy Administrator

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.
• 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.

Qualifications, Experience, and/or Abilities:

• Excellent verbal and written communication skills.
• Strong interpersonal skills and professionalism.
• 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.
• Flexibility and adaptability to changing priorities, deadlines and technology.

Education and/or Experience:

• Preferred but not Required: 1 year experience in health/ancillary insurance or business industry, office management or accounting, but we are willing to train the right person.

What We Offer

PHA Health is proud to offer a competitive salary (DOE), health, dental, & vision insurance, PTO & paid holidays, as well as a matching 401(k).