Careers

A prominent tristate General Agency is seeking an individual to join their Hauppauge, NY office as a full-time Underwriting Specialist. 

Candidate must be familiar with the employee benefits industry and the RFP process in particular.  The position will consist of marketing both medical and ancillary lines with major insurance carriers.  You will interface with carriers and clients to gather the appropriate information from employers and then help develop cost analysis presentations.  For those with less experience, further training will be provided.  Experience with PEO’s would be a plus.  Candidates must have excellent written communication skills, as well as be detail-oriented, organized, and willing to learn.

Compensation includes a base salary and the potential for residual commission.

Responsibilities

• Gather census, claims, and plan information from current clients
• Organize and submit requests to insurance carriers
• Manage RFP process including all follow-up questions and timelines
• Build relationships with carrier sales representatives
• Begin NY State Insurance License coursework (if not already obtained)
• Gain familiarity with PPACA and common industry terms and practices

Qualifications

• Further training will be provided, but some employee benefits or related experience is required
• Excellent verbal/written and organizational skills
• Detail-oriented and ability to reprioritize with minimal supervision
• Computer Proficiency – Especially in Word, Excel, and PowerPoint
• NY State Health, Life & Accident License (will need to start coursework upon hire if do not currently hold)
• Bachelor’s Degree and/or equivalent related experience

We are looking for an experienced Employee Benefits Account Manager for our Clark, NJ office.  As an Account Manager, you will be responsible for effectively managing broker relationships, evaluating renewals to determine the 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
• Spreadsheet carrier proposals for presentation to broker/client
• 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
• Working in the office is required

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
• Familiar with PPACA, ERISA, COBRA, FMLA, Cafeteria Plans
• NJ Health, Life & Accident License preferred
• Bachelor’s Degree and/or equivalent related experience

We are seeking a part-time 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
• 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 a 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.
• 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.