Available Positions

Junior Compensation Analyst

Apply Now
Job Description

We are seeking a Junior Compensation Analyst. The Commissions Department at PGP 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 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 is a plus

Staff Accountant – Hauppauge, NY

Apply Now
Job Description

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 the accounting system
  • Cross-train to serve as a backup 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 

Underwriting Specialist / Benefits Analyst – Hauppauge or Remote

Apply Now
Job Description

Professional Group Plans is seeking an individual to join our office as a full-time Underwriting Specialist/ Benefits Analyst.
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 follows 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

  • 2+ years of experience
  • 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 

 

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.