Available Positions

Underwriting Specialist – Hauppauge NY

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Job Description

A prominent tristate General Agency is seeking an individual to join their Hauppauge 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

Account Manager – NYC

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Job Description

We are looking for a highly-motivated individual with excellent communication and computer skills to join a dynamic sales team in our NYC office.  As an Account Manager for the premier group benefits General Agent in the Northeast, you will be responsible for effectively managing multiple broker & client relationships, evaluating new sales opportunities and renewals, resolving day to say service issues and effectively communicating solutions to our broker & client partners.  Working with our internal marketing department, you will be creating employee benefit overviews, PowerPoint presentations and other open enrollment communications.  Additionally, you will need to effectively answer employee benefits questions, implement benefit admin solutions, and conduct open enrollment meetings.  Candidate must be willing to follow workflow process and have a high level of commitment to the success of the team’s shared goals. 

Responsibilities

  • Handle general service issues – claim, billing, commissions, enrollment, etc.
  • Create PowerPoint presentations and employee communication material
  • Quote new sales opportunities and make vendor recommendations to broker and/or client
  • Manage multiple small group renewals
  • Conduct employee open enrollment meetings and small group renewal/sales strategy meetings
  • Assist with managing online benefit administration portal
  • Be willing to take on other tasks as required

Qualifications

  • Experience in employee benefits or health insurance field is preferred, not required
  • Life & Health Insurance License required after 6 months of employment
  • Excellent verbal/written and organizational skills
  • Successful in a team environment
  • Proficiency in Word, Excel, and PowerPoint
  • Bachelor’s Degree or equivalent work experience

Account Manager – NJ

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Job Description

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

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

Sales Representatives – NJ

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Job Description

Professional Group Plans is a prominent tri-state General Agency seeking an experienced producer to join our Clark, New Jersey office.  We are seeking a candidate who is ready to contribute immediately.  The candidate must have deep industry experience, industry contacts, and ideally a book of business that would benefit from the resources and partnerships that PGP has to offer.

The candidate must be both dynamic, articulate, highly self-motivated and ambitious.  Also must have excellent verbal and written communication skills, as well as be detail oriented and organized.  The candidate must be deeply familiar with not only the standard suite of products, but PEO’s, compliance, HR Technology, and healthcare reform. 

The 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 with no ceiling.

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

Medicare Sales Consultants

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Job Description

A prominent tristate General Agency is seeking individuals to join their Medicare Department as full-time Sales Representatives for their New York City, and Clark, New Jersey office.

Candidates must be dynamic, articulate, self-starters. The primary responsibility will be to forge relationships with brokers and engage them to grow their Medicare book of business. The candidate must have excellent verbal and written communication skills, as well as be detail oriented and organized.

Position will consist of developing and maintaining relationships with new prospects, reviewing and processing new business cases, preparing and presenting cost analysis, and general management of any broker needs that may arise. You will also be expected to work with clients directly as needed.

Compensation includes a starting base salary and residual commission.

Responsibilities

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

Qualifications

  • Familiar with all Medicare Products and Services
  • 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

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 each and 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 partner in their business.

Our headquarters are in Hauppauge, N.Y., with other sales offices in Manhattan, and Clark, N.J. We currently employ over 100 employees in order to service your business effectively. Our teams have developed many proprietary products and solidified a multitude of exclusive contracts to provide to you a rich portfolio of resources for your clients.

Other affiliated companies are PGP Life, an individual life and disability outlet for brokers, 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.