Available Positions

Underwriting Specialist – Hauppauge, New York

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Job Description

A prominent tristate General Agency is seeking an individual to join their Hauppauge, New York office as a full-time Underwriting Specialist (this is an on-site only position).

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

  • 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

Administrative Coordinator – New York City

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Job Description

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.

Executive Assistant- Hauppauge, New York

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Job Description

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 preferred 
  • 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

Sr. Broker Account Manager – Hauppauge, New York or New York City

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Job Description

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

Broker Account Associates – Clark, New Jersey

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Job Description

We are seeking Employee Benefits Broker Account Associates for our Clark, New Jersey office. This is a great entry-level opportunity working with the top-producing General Agency in the Tri-state area.

Responsibilities

  • The 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 they arise
  • Working in the office is required

Qualifications

  • Prior experience in Employee Benefits or the Health Insurance field is 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 the 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

Junior Compensation Analyst – Hauppauge, New York

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Job Description

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

Administrative Coordinator – Hauppauge, New York

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Job Description

We are seeking a full time Administrative Coordinator at our Hauppauge, New York office to set up 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

  • 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. 

Business Operations Manager – Hauppauge, New York

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Job Description

We are seeking a full time Business Operations Manager to join our Hauppauge, NY location. The main responsibility of this role will be to act as an extension of our Director of Operations and Administrative Services and play an integral part of all operations.

Responsibilities

  • Check source documents for accuracy, verify data and request correct data where necessary and obtain further information for incomplete documents
  • Oversee internal Enrollment processing unit
  • Assist where necessary processing service tasks (enrollments, change requests, terminations) within carrier portals and benefit admin systems
  • Update processing manuals as changes are communicated and new processes implemented
  • Compile, analyze and summarize large data sets upon request from Director of Admin for meetings and ad hoc projects
  • Review and request missing monthly renewal documents to be filed within the document management system
  • Communicate and coordinate with internal departments
  • Comply with data integrity and security policies

Qualifications

  • Excellent computer skills – Excel 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

 

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.