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Available Positions

Administrative Coordinator – Part-Time (In-House Required) — Hauppauge, New York

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Job Description

We are seeking a part-time Administrative Coordinator to process applications and requests, direct requests and unresolved issues to the designated resource. This position will serve as an overall support person on a very active sales team. Hours would be flexible during the 9-5 business day, but must be available to work in office.

Responsibilities

  • Prepare, compile, and sort documents for data entry
  • Organize workflow to meet deadlines
  • Check source documents for accuracy, verify data and request correct data where necessary, and obtain further information for incomplete documents.
  • Enter and record data from electronic and hard copy source materials into prescribed computer database, files and forms, scan documents into document management systems.
  • Review exception reports to ensure data has been entered correctly.
  • Communicate and coordinate with internal departments and external customers.
  • Comply with data integrity and security policies.
  • Working in office is required.

Qualifications

Data Entry Skills, Typing, Confidentiality, Attention to Detail, Thoroughness, Independence, Documentation Skills, Problem Solving, Analyzing Information, Dependability, Results Driven. The right candidate must have strong knowledge of Microsoft Excel and CRM systems. Insurance industry knowledge is a plus. Image Right and Ease Navigator familiarity also a plus, but not required.

Compensation
$25.00 – $35.00 an hour depending on experience

Sales Executive

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Job Description

We are seeking an individual for a full-time Sales Executive Role.

The ideal candidate is a PEO focused specialist and must possess the ability to tackle the multifaceted challenges that healthcare reform and an ever-evolving marketplace present. Candidates must be both dynamic and articulate.

Your primary responsibility will be to develop and implement successful sales practices that will foster revenue expansion and professional growth in your assigned region. You will be expected to coordinate the creation of client presentations, interface with carriers and vendors as necessary, and attend new business meetings.

Responsibilities

  • Build, maintain, and enhance strong producer relationships through superior product and services knowledge, territory management practices, and excellent customer service.
  • Achieve office and personal sales goals through consultation, negotiations, and positioning of Archon PEO value add proposition.
  • Identify and procure new customer sales opportunities in partnership with brokers in territory.
  • Execute on the annual renewal strategy in support of office renewal goals.
  • Manage a high-volume quote/sales activity territory with primary focus on large to mid-sized employers.
  • Lead any assigned RFP efforts.
  • Continue learning about new products and improving selling skills.
  • Provide timely updates on pipeline and forecasts.

Qualifications

  • Understanding of carrier marketplace for all size plans including alternative funding options
  • Excellent verbal/written and organizational skills
  • Detail-oriented and ability to reprioritize
  • Computer Proficiency — Especially in Word, Excel, and PowerPoint
  • Bachelor’s Degree and/or equivalent related experience
  • Appropriate Insurance Licensing

Compensation
$100,000 base plus commissions

Summer Internship Program (In-House Required)

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Job Description

Professional Group Plans Inc. is seeking Administrative Interns for our Hauppauge, NY office. This is a great program for college students on break who will work with our Operations staff to complete independent projects or provide support in updating data and researching commission payments. You will have the opportunity to learn about the basics of both Health Insurance and the Insurance Broker Industry, as well as building valuable business skills.

Responsibilities

  • Update CRM system with current policy data
  • Review insurance applications and enroll members in carrier systems
  • Review and correct data discrepancies
  • Conduct independent research on policies missing payments and research with internal and external contacts
  • Work with carriers to identify terminated policies
  • Administrative duties as assigned

Qualifications

  • College student workings towards a degree
  • Excellent organizational skills
  • Analytical skills to resolve problems and think creatively
  • Detail oriented
  • Computer Proficiency — Especially in Word, Excel, and PowerPoint

Broker Account Manager (In-House Required) — Atlanta, Georgia

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Job Description

We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as a Broker Account Manager at our Atlanta, Georgia location.

Responsibilities

  • Focus will be on Employee Benefits Account Management, but will have some selling opportunities, however sales are not a requirement of the position
  • Conduct enrollment meetings, employee education sessions, and client renewal presentations
  • Produce client-ready RFP’s
  • Resolve claim and billing issues
  • Assist with the submission of individual and group applications
  • Process enrollment, termination, and change requests with insurance carriers
  • General problem solving of broker issues as the arise
  • Working in the office is required

Qualifications

  • Minimum 3+ years prior experience in the employee benefits or health insurance field
  • Proficient in all aspects of employee benefit compliance (ERISA, ACA, etc.)
  • Very Familiar with the large group market (over 100 lives) and small group market (under 100 lives)
  • Excellent verbal/written and organizational skills
  • Works well in a face-paced, high volume environment
  • Detail oriented and highly organized with ability to reprioritize with minimal supervision
  • Excellent problem-solving skills
  • Computer Proficiency, especially in Word, Excel, and PowerPoint
  • High degree of comfort with Excel including (formulas/pivot tables/macros/etc.)
  • Bachelor’s Degree and/or equivalent related experience
  • NY State Health, Life & Accident License preferred

Compensation
$50,000 – $70,000 depending on experience level + commission

Senior Broker Account Manager (In-House Required) — Clark, New Jersey

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Job Description

We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as a Broker Account Manager at Clark, New Jersey office.

Responsibilities

  • Large group
    • Case installations and onboarding, claims, troubleshooting, and daily service tasks
    • Renewal management – tracking renewals, helping with RFP’s, compiling data for underwriting team for their spreadsheets and presentations, proof checking benefit guides, communicating with broker partner

Qualifications

  • Minimum 4+ years prior experience in the employee benefits or health insurance field
  • Proficient in all aspects of employee benefit compliance (ERISA, ACA, etc.)
  • Very Familiar with the large group market (over 100 lives)
  • Excellent verbal/written and organizational skills
  • Works well in a face-paced, high volume environment
  • Detail oriented and highly organized with ability to reprioritize with minimal supervision
  • Excellent problem-solving skills
  • Computer Proficiency, especially in Word, Excel, and PowerPoint
  • High degree of comfort with Excel including (formulas/pivot tables/macros/etc.)
  • Bachelor’s Degree and/or equivalent related experience
  • NY State Health, Life & Accident License preferred

Salary Range
$80,000-$120,000

About PGP

Built on the principle of treating people the way we would want to be treated and never losing sight of the importance of relationships, Professional Group Plans has grown organically over the last two decades into the largest full service General Agency in the Tri-State Area.

Specializing in employee benefits, we serve over 60,000 employer groups, with well over 600,000 covered lives and sell over $2,800,000,000 in premium per year. As large as we are, we pride ourselves on servicing each and every broker, and their clients, with the same prompt and courteous service.

Our reputation for the way we conduct business, along with our size and scale, has allowed us the opportunity to develop close relationships with all of the major insurance carriers and leading industry vendors. This gives us the unique advantage of dedicated support and resources, which in turn gives our brokers, and their clients, faster turnaround times, exceptional customer service and access to cutting edge products.

Headquartered in Hauppauge, New York, with other locations in Manhattan and New Jersey, we are staffed with nearly 100 employees that continue to provide the exceptional service we are known for throughout the industry.

Our Mission

To passionately deliver value to our broker partners by providing them with the expertise, education, support, and resources they need to effectively service their clients and achieve success.

Our Core Belief

Treat people the way we would want to be treated and never lose sight of the importance of relationships.