Careers

We are looking for a full-time Sales Operations Manager in our Employee Benefits Sales Division at our corporate headquarters located in Hauppauge, New York.

Responsibilities

• Oversee the sales funnel, tracking, analyzing, and recommending improvements.
• Assist with preparation for internal and external sales meetings including presentations and content development (Employee Benefits related).
• Manage carrier contact availability and coverage notifications.
• Serve as a liaison between senior management and IT department providing senior management with updates on key business and sales related IT initiatives.
•  Serve as a liaison between senior management and sales teams.
• Help review new partnership opportunities in the benefit technology space and other potential products to enhance our portfolio of broker and client resources.
• Assist in the process of recruiting, hiring, and training sales representatives.
• Identify customers and sales opportunities by analyzing sales data and consumer trends.
• 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.
• 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.
• Work with leadership to provide data-driven input on future organizational goals.
• Other ad-hoc projects as assigned.

Qualifications

• Excellent computer skills – Excel, Word, PowerPoint in particular.
• 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.
• Ability to prioritize and reprioritize projects with minimal supervision.
• Excellent problem solving and critical thinking skills.
• Familiar with insurance/brokerage industry practices and concepts a plus.
• Excellent verbal/written and organizational skills.
• Bachelor’s degree
• On-site M-F 9am-5pm

We are seeking a part 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. Hours would be flexible during the 9-5 business day but must be available to work in office.

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.

We are seeking a full time Commissions Manager to join our Hauppauge, NY location. The main responsibility of this role will be to assist and guide staff in outlining commission responsibilities and assist in processing commission statements to meet expected deadlines.

Responsibilities

• Provide daily direction and communication to the team to ensure deadlines are met in a timely and efficient manner
• Organize workflow 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
• Train current and new staff on established processes and procedures
• Assists in the development and process improvement of current policies and procedures
• Perform additional responsibilities as requested or assigned
• Communicate and coordinate with internal departments
• Comply with data integrity and security policies

Qualifications

• Bachelor’s Degree in mathematics of 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
• 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

A prominent tri-state General Agency is seeking an individual to join their 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 bonus.

Responsibilities

• Gather census, claims, and plan information from current clients
• Construct precise & comprehensive presentations for clients utilizing Excel and other platforms
• Organize and submit requests to insurance carriers
• Manage RFP process including all follows up questions and timelines
• Build relationships with carrier sales representatives
• 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 preferred
• Bachelor’s Degree and/or equivalent related experience

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

Professional Group Plans Inc. is seeking Administrative Interns for our Hauppauge, NY office. This is a great program for college students on break who will work with our Operations staff to complete independent projects or provide support in updating data and researching commission payments. You will have the opportunity to learn about the basics of both Health Insurance and the Insurance Broker Industry, as well as building valuable business skills.

Responsibilities

• Update CRM system with current policy data
• Review insurance applications and enroll members in carrier systems
• Review and correct data discrepancies
• Conduct independent research on policies missing payments and research with internal and external contacts
• Work with carriers to identify terminated policies
• Administrative duties as assigned

Qualifications

• College student workings towards a degree
• Excellent organizational skills
• Analytical skills to resolve problems and think creatively
• Detail oriented
• Computer Proficiency – Especially in Word, Excel, and PowerPoint

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 seeking a Commissions Representative 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 member 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 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
• 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