Careers

We are seeking Employee Benefits Broker Account Associates for our Long Island office. This is a great entry-level opportunity working with the top producing General Agency in the Tri-state area.

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 they arise
• Working in the office is required

Qualifications

• Prior experience in Employee Benefits or the Health Insurance field preferred but not required.
• Excellent verbal/written and organizational skills
• Works well in a face-paced, high volume environment
• Detail-oriented and highly organized with the 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-$60,000

We are looking for an experienced Broker Account Manager for our Chicago, Illinois location. This position will be hybrid to start, but builds to 5 days per week in-office. As an Account Manager, you will be responsible for effectively managing broker relationships, evaluating renewals to determine appropriateness of rates and rate components, analyzing carrier claims and utilization reports (where available), and reporting findings back to brokers. You will also be preparing, negotiating, and substantiating annual renewals. Working with our marketing department to create benefit overviews, answer benefits questions, handle service issues, benchmarking, HRIS support and implementation, reviewing contracts and Summary Plan Descriptions, and conducting enrollment meetings.

Responsibilities

• Market renewals for all Health and Ancillary lines of coverage; review carrier proposals for accuracy
• Create finalized broker/employer presentations
• Handle general service issues — claim, billing, commissions, enrollment, etc.
• Review claims reports and substantiate renewals
• Conduct employee enrollment meetings
• 5500 and other related compliance filings
• Assist with employee communications materials

Qualifications

• 5+ years experience in employee benefits or health insurance field is required
• Excellent verbal/written and organizational skills
• Proficiency in Word, Excel, and PowerPoint
• GA Health, Life & Accident License preferred
• Bachelor’s Degree and/or equivalent related experience

Compensation
$50,000 – $100,000 + Commission (Depending On Experience)

We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as a Broker Account Manager at our Atlanta, GA 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 the 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
$70,000 and up annually PLUS Commission

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

Responsibilities

• Focus will be on Employee Benefits Account Management but will have some selling opportunities, however sales is 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 they 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
$75,000 and up annually PLUS Commission

We are seeking a full-time Benefits Technology Assistant to support our clients with the implementation of benefits administration systems. In particular, this role will be working with the EASE system and the management of open enrollment and benefits changes on a daily/weekly basis.

Responsibilities

• Manage enrollment changes
• Troubleshoot any related enrollment issues
• Data Analysis and Manipulation
• Interface with carriers and payroll companies
• Setup clients in Ease and other ben admin systems
• Reconciling system discrepancies
• Work directly with sales teams on day-to-day activities including data collection and data integrity
• Compliance with confidentiality rules (HIPAA)

Qualifications

• Proficient in MS Office and HRIS systems
• Understanding of data recording and analysis
• Excellent organizational skills
• Outstanding communication skills
• Attention to detail as it relates to data entry
• Problem Solver
• Results Driven

Preferred Qualifications

• BA in business administration, human resources, or relevant field preferred
• Insurance industry knowledge or an understanding of different benefit plans (medical, dental, vision insurance etc.)
• Prior Experience with EASE or similar

Compensation
$50,000 – $55,000

Professional Group Plans currently has an exciting opening for a Benefits Analyst in our Hauppauge location. The right candidate will have prior experience in the Employee Benefits industry with exposure to the RFP process, Underwriting, and cost analysis design. The primary responsibilities will be preparation of RFP’s, thorough review of vendor proposals, compiling marketing results, preparation of financial cost analysis for client presentations, as well as renewal evaluations for assigned accounts. The role will work with both our internal team and broker/carrier partners and must diligently follow work flow process for all assigned accounts. The candidate must be a team player yet able to operate independently. We are looking for an extremely detailed and organized individual, with strong data analytic skills, and ability to deliver on multiple deadlines in a fast-paced environment. The ability to work well under pressure is vital to the success of this individual.

Responsibilities

• Marketing of renewals & new business opportunities for all Employee Benefits lines of coverage
• Analyze, compare, and ensure accuracy of vendor proposals, services, and products
• Manage analytical work flow to ensure efficient, timely, and accurate creation of financial deliverables/spreadsheets to broker partners and/or clients
• Deliver financial analysis in accordance with broker partner and client timelines; including cost savings and projections, recommended solutions, model contribution strategies, review and update of vendor pricing
• Build additional analytical models as needed
• Review claims reports and substantiate renewals
• Assist with building employee communications materials including open enrollment materials
• Working in the office is required

Qualifications

• Highly detail-oriented with excellent planning, organizational, and reprioritization skills
• Strong problem solving & time management skills
• Strong understanding of Excel & PowerPoint is required
• Prior experience in the employee benefits industry with exposure to RFP process & developing cost analysis
• Bachelor’s Degree and/or equivalent related experience
• Hold State Health, Life & Accident License or willing to obtain one within an agreed upon timeframe

Compensation
$50,000 – $65,000

We are seeking a full-time Administrative Coordinator to set up new customer accounts & policies, process applications & requests, as well as direct requests and unresolved issues to the designated resource.

Responsibilities

• Prepare, compile, and sort documents for data entry into external and internal systems
• Organize workflow to meet deadlines
• Check source documents for accuracy, verify data, request correct data where necessary, and obtain further information for incomplete documents
• Review and input data from internal sales teams into carrier portals for member maintenance requests or new business submissions
• Review exception reports to ensure data has been entered correctly
• Communicate and coordinate with internal departments
• 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, but not required. BenefitPoint familiarity also a plus, but not required.

Compensation
$50,000 – $55,000 annually

A prominent tri-state General Agency is seeking individuals for full-time Sales Training positions for their Hauppauge location.

Candidates must be both dynamic & articulate and must possess the ability to tackle the multifaceted challenges that healthcare reform and an ever-evolving marketplace present. The candidate must have excellent verbal and written communication skills, as well as be detail-oriented, organized, and willing to learn.

Position will consist of developing & maintaining relationships with new prospects, giving new business & renewal presentations, reviewing & processing new business cases, preparing & presenting cost analysis, resolving claims & billing issues, completing enrollment & compliance transactions, and general problem solving of any broker issues that may arise. Training will be provided, and no prior insurance experience is required.

Compensation includes a base salary and residual commission.

Responsibilities

• Resolve claim and billing issues
• Prospect new brokers by cold calling and help cultivate their business
• Review new case paperwork for missing information prior to submitting to carriers
• 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 they arise
• Build relationships with new brokers
• Begin NY State Insurance License coursework
• Gain familiarity with PPACA and common industry terms and practices

Qualifications

• Training will be provided. Therefore, experience in employee benefits or health insurance field is not required.
• Excellent verbal/written and organizational skills
• Detail-oriented and ability to reprioritize with minimal supervision
• Computer Proficiency — Especially in Word, Excel, and PowerPoint
• Bachelor’s Degree and/or equivalent related experience

A prominent National General Agency is seeking individuals for full-time Sales Representatives for their Atlanta, Georgia office.

Candidates must be both dynamic and articulate, and must possess the ability to tackle the multifaceted challenges that healthcare reform and an ever evolving marketplace present. The candidate must be dynamic, highly self-motivated, have excellent verbal and written communication skills, as well as be detail oriented and organized.

This position will consist of developing and maintaining relationships with new prospects, giving new business and renewal presentations, reviewing and processing new business cases, preparing and presenting cost analysis, and general management of any broker needs that may arise.

Compensation includes a base salary and residual commission.

Responsibilities

• Produce new revenue through sales to new broker partners
• Provide service to brokers according to their needs
• Manage overall client relationships with the support of sales liaisons
• Develop and maintain relationships with carrier and vendors partners
• Familiar with all carrier products, services and processes
• Remain well-informed on all industry news and trends
• Manage prospect pipeline and all sales activity in Salesforce
• Prepare and implement an individual business plan

Qualifications

• 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 – $150,000 + Commissions (Depending on Experience)