Available Positions

Graphic Designer/Marketing Production Assistant (Part-Time, In-House Required) — Hauppauge, New York

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Job Description

A prominent tristate General Agency is seeking an experienced Graphic Designer/Marketing Production Assistant (part-time) at our Corporate Headquarters located in Hauppauge, NY. The Graphic Designer/Marketing Production Assistant will report to the Marketing Director and produce engaging print and digital benefits overview guides, marketing communications, and assist with all day-to-day functions of the Marketing department. The ideal candidate will be a hands-on, self-starter with a positive attitude, willingness to learn new platforms, and a strong work ethic.

Responsibilities

  • Design print and online benefit overview guides/open enrollment materials for clients
  • Create marketing materials including educational guides, brochures, flyers, one-pagers, business cards, and social media posts
  • Collaborate with the Marketing and Sales Teams to develop new materials for sales and retention efforts
  • Prepare and update proposals, presentations and various benefits related materials for our team of Employee Benefits Consultants
  • Assist with email and web marketing initiatives

Qualifications

  • Bachelor’s degree in fine arts, graphic design, or related field
  • Minimum 2 years of previous experience working as a graphic design professional or similar position
  • Extensive knowledge of Adobe Creative Suite (InDesign, Illustrator, Photoshop) and PowerPoint
  • Ability to work on PC computers
  • Knowledge and understanding of current design trends and techniques
  • Collaborative and team-oriented with excellent oral/written communications skills
  • Strong attention to detail
  • Ability to take direction from written or spoken ideas and convert them seamlessly into design layouts
  • Self-starter, must be organized and able to act and follow through on projects independently
  • Ability to multi-task and reprioritize projects and work flow based on business needs
  • WordPress and/or digital marketing experience/knowledge a plus but not required
  • Insurance industry experience a plus but not required

Compensation
$20.00-$25.00/Hour

All applicants must submit a cover letter, resume, and be able to show samples of their design work.

Senior Commissions Analyst (In-House Required) — Hauppauge, New York

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Job Description

We are seeking a full time Senior Commissions Analyst to join our Hauppauge, NY location. The main responsibility of this role will be to assist in processing commission statements and review data integrity practices to meet expected deadlines.

Responsibilities

  • Responsible for reconciling and reporting on commission calculations to ensure the accuracy and timeliness of all commission payments and associated reporting
  • Communicate and coordinate with internal departments
  • Organize workflows to meet deadlines
  • Ensure compensation calculations are timely communicated to sales teams and brokers via pay statements and that feedback mechanisms are in place and accurate
  • Assist in research and resolution of all compensation issues in a timely and accurate manner
  • Provide backup or assistance on broker check run process days as needed
  • Train current and new staff on established processes and procedures
  • Perform additional responsibilities as requested or assigned
  • Comply with data integrity and security policies

Qualifications

  • Bachelor’s Degree in mathematics or Data Science with 3-5 years relative experience
  • Strong technical skills especially in Excel to include Vlookups, Pivot tables, and IF formulas
  • Familiarity in running, recording and/or writing Excel macros ideal
  • Highly motivated with both a curiosity and resourcefulness to solve problems and to think outside of the box when needed
  • Diligent, with a strong work ethic, and attention to detail
  • Ability to follow an identified process or set of instructions
  • Excellent communication skills with strong business writing skills
  • Thrives in a fast-paced, deadline oriented environment
  • Strong sense of urgency and ability to manage multiple, competing priorities while delivering results quickly, accurately, and efficiently while meeting established deadlines
  • Knowledge of the healthcare, life insurance, or energy industries a plus

Compensation
$50,000 – $60,000

Sales Representative (In-House Required) — Atlanta, Georgia

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Job Description

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

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

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Job Description

We are looking for an experienced Account Manager for our Atlanta, GA 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

Account Executive (In-House Required) — Hauppauge, New York

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Job Description

We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as an Account Executive at Hauppauge, NY office (exact home office location is open for discussion).

Responsibilities

  • Focus will be on Employee Benefits Account Management
  • Assist Sales Exec with existing business and writing new business
  • 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.
  • Managing and Mentoring Account Managers as needed
  • 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
$150,000 – $175,000 / annually WITH Commission

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

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Job Description

We are seeking a full-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.

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, but not required. BenefitPoint familiarity also a plus, but not required.

Compensation

$20.00-$25.00/hour

Receptionist / Administrative Coordinator (In-House Required) — NYC

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Job Description

We are seeking a full-time Receptionist / Administrative Coordinator to set up new customer accounts and policies, process applications and requests; 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 and 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

 

About PGP

Professional Group Plans, Inc. is a full-service general agency that provides a vast array of employee benefit programs and services to the insurance brokerage community and their clients since 1993. We specialize in employee benefits, primarily selling group health, dental, life, and disability insurance through our network of insurance professionals. We are most health insurance carriers’ top producing general agent in the region and are considered an innovator in the industry. With over 90,000 employer groups across the country, we pride ourselves on servicing every client with the same prompt and courteous service.

The healthcare industry is moving at its fastest pace and we are committed to staying on the cutting edge of healthcare industry information. We strive to stay firmly entrenched in the day to day, servicing our brokers and their clients with a passion, positioning ourselves not as a vendor to our brokers, but a true partner in their business.

We are headquartered in Hauppauge, New York, with other locations in Manhattan, New Jersey, Connecticut, and Pleasantville. Our team has over 100 members dedicated to empowering our broker partners through service, expertise, and resources. They have developed many proprietary products and solidified a multitude of exclusive contracts to provide a rich portfolio of resources that drives success.

We remain focused on continued market analysis and strategies to deliver the best advice, products, resources, and tools that give our broker partners a competitive advantage.

Other affiliated companies are PGP Medicare, a valuable resource for brokers in today’s benefits world, and PGP Energy, the marketing arm for an energy service company.

Our motto is simple: treat people the way you would like to be treated and never lose sight of the importance of relationships.