Careers

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

We are seeking a full 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 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. 

We are looking for a part-time Broker Account Manager for our Hauppauge, NY office. This is an administrative position with good growth potential as you will be part of the dedicated in office support for a well-established Sales Representative. 

Over time you will be expected to manage a high-volume workload within a deadline-driven environment. Issues will include:

New Case installation

Enrollment, Termination and Member ID issues

Billing & Claim Problems

Commissions Questions

Responsibilities

• Review new case paperwork for missing information prior to submitting to carriers
• Serve as front line support for all broker questions and issues
• 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

• Prior experience in the employee benefits or health insurance field
• Very Familiar with the small group market (under 100 lives)
• 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
• NY State Health, Life & Accident License preferred

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

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 1+ 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

We are seeking Employee Benefits Broker Account Associates for our New Jersey 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 the 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 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

We are seeking a full time Staff Accountant in our Hauppauge office. This person will be responsible for general accounting and bookkeeping activities including accounts receivable, accounts payable, bank reconciliations, journal entries, general ledger reconciliation, account analysis and month-end close.

Responsibilities

• Responsible for accounts receivable including billing calculations, invoicing, statements, past due notices, posting of cash receipts and aging reports
• Handle billing inquires and work with other departments to resolve discrepancies
• Perform monthly bank reconciliations
• Assist with monthly close activities that include account reconciliation, recording journal entries, balance sheet schedules and P&L account analysis
• Validate data from multiple systems to ensure accuracy of data posted to accounting system
• Cross-train to serve as back-up person for accounts payable and other accounting functions
• Assist with payroll and support HR functions as needed
• Perform special projects, reporting analysis and other related duties as assigned
• Document and improve processes and controls in his or her areas of responsibility.

Qualifications

• Bachelor’s Degree in accounting
• 2 + years of experience in accounts receivable and general accounting functions
• Proficiency in Microsoft Office; Excel, Word and Outlook
• Experience with general ledger functions and the month-end/year-end close processes
• Possess effective communication and organizational skills
• Able to work independently without significant, direct supervision.
• Ability to multi-task and be a team player in the accounting department
• Experience with accounting systems, Dynamics GP experience a plus

We are seeking a full time Administrative Coordinator in our New York City office to answer all incoming phone calls and direct them to appropriate personnel as well as assist with the setup of new customer accounts and policies, process applications and requests; direct requests and unresolved issues to the designated resource (this is an onsite-only position).

Responsibilities

• Welcomes visitors by greeting them, in person or on the telephone; answering or referring inquiries.
• Maintains security by following procedures; monitoring sign-in sheet; issuing visitor badges.
• Monitors incoming and outgoing mail. Sorts incoming mail preparing for scanning.
• Manages incoming FedEx and UPS incoming packages, logging, and notifying proper recipient
• 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 exception reports to ensure data has been entered correctly.
• Communicate and coordinate with internal departments.
• Comply with data integrity and security policies.

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.

We are seeking a full time Executive Assistant in our Employee Benefits Sales Division at our corporate headquarters located in Hauppauge, New York (this is an on-site only position).  

Responsibilities

• Schedule and manage meetings and events both on-site and virtually with insurance carriers and strategic partners
• Assist with preparation for internal Sales Meetings including presentations and content development (Employee Benefits related)
• Manage carrier contact availability and coverage notifications 
• Provide assistance with the interview and employee review process
• Work as liaison between senior management and IT department providing senior management with updates on key business and sales related IT initiatives
• Help review new partnership opportunities in the benefit technology space and other potential products to enhance our portfolio of broker and client resources 
• Generate accurate, timely and properly formatted system reports and provide recommendations to improve the report dashboard experience
• Provide oversight of the 3 person Benefits Administration Department and the 4 person Benefits Enrollment Unit
• Oversee legal retainer and compliance platform relationship
• Gather market level intelligence to help expand our footprint to new areas across the US
• Assist with matters pertaining to the ownership of our building (225 Wireless) such as rental issues, dealing with vendors for repairs, and meeting with vendors for building construction projects  

Qualifications

• Employee Benefits industry experience and knowledge required (+2 years)

• Excellent computer skills – Excel, Word, PowerPoint in particular

• Ability to prioritize and re-prioritize projects as needed with minimal supervision

• Very detail oriented and the ability to ensure processes are executed

• Ability to read and understand reports

• Fast learner with excellent documentation and organizational habits

• Excellent communications and people skills – both written and verbal

• Ability to work in a faced paced, high volume environment

• Excellent problem solving and critical thinking skills

• Team player

• On-site M-F 9-5pm

We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as a Broker Account Manager at our Hauppauge, NY or NYC office (this is an on-site only position).

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)
• 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

We are seeking a Junior Compensation Analyst at our Hauppauge, New York office (this is an on-site only position). The Commissions Department at Professional Group Plans is responsible for the timely and accurate coordination and processing of commissions across several lines of business including healthcare, life insurance, and energy on a biweekly basis.

The Commissions Representative role provides a key support function for the Commissions team at large, aiding in indexing and coordination of deposits and statements, tracking and chasing outstanding requirements, and processing statements via upload functionality as well as manual entry in some cases.

Responsibilities

• Perform a key, daily function of accurately identifying incoming commissions documents to ensure proper tagging and release to the broader commissions team for processing
• Identify matches between statements and deposits of assignments
• Ensure timely updating of workflow status to reflect current step and status
• Evaluate status ongoing for appropriate next steps and act accordingly be it outreach to a carrier, broker or internal team
• Communicates and coordinates producer changes or updates to sales teams and other internal business partners. Utilizes reporting to analyze, identify and resolve discrepancies and ensure the data is accurate.
• Work directly with management and team members to ensure timely and accurate processing of assignments
• Analyze data to answer key questions while processing statements or regarding outside or cross-functional team inquiries
• Assist the Commissions Manager in documentation, coordination, and special projects as needed

Qualifications

• Associates Degree in Mathematics or Data Science with 1-3 years of relative experience
• Bachelor Degree is preferred
• 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 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
• Highly analytical team player with the ability to work independently when needed while knowing when to escalate issues or problems to management
• Thrives in a fast-paced, deadline-orientated environment
• Strong sense of urgency and ability to manage multiple, competing priorities while delivering results quickly, accurately, and efficiently while meeting established deadlines
• Keen interest in learning and fostering an environment built on diversity of thought
• Strong organizational and project management skills
• Knowledge of the healthcare, life insurance, or energy industries a plus