Available Positions

Broker Account Manager (Part Time) – Hauppauge, NY

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Job Description

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


  • 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


  • 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

Administrative Coordinator (Part Time) – Hauppauge, NY

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Job Description

We are seeking a part time Administrative Coordinator to set up new customer accounts and policies, process applications and requests; direct requests and unresolved issues to the designated resource.


  • 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.
  • Comply with data integrity and security policies.
  • Working in office is required.


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.

Account Manager – Clark, 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.


  • 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
  • Working in the office is required


  • 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

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, NY, with other sales offices in Manhattan, Clark, NJ and Stamford, CT. 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.

Another affiliated company is 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.