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Available Positions

Broker Account Manager (In-House Required) — Atlanta, Georgia

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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 Atlanta, GA location.

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 the 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

Compensation
$70,000 and up annually PLUS Commission

Broker Account Manager (In-House Required) — Hauppauge, New York

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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 office.

Responsibilities

  • Focus will be on Employee Benefits Account Management but will have some selling opportunities, however sales is 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

  • 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

Compensation
$75,000 and up annually PLUS Commission

Benefits Technology Assistant (In-House Required) — Atlanta, Georgia

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Job Description

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

Compensation
$50,000 – $55,000

Benefits Analyst (In-House Required) — Hauppauge, New York

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Job Description

Professional Group Plans currently has an exciting opening for a Benefits Analyst in our Hauppauge location. The right candidate will have prior experience in the Employee Benefits industry with exposure to the RFP process, Underwriting, and cost analysis design. The primary responsibilities will be preparation of RFP’s, thorough review of vendor proposals, compiling marketing results, preparation of financial cost analysis for client presentations, as well as renewal evaluations for assigned accounts. The role will work with both our internal team and broker/carrier partners and must diligently follow work flow process for all assigned accounts. The candidate must be a team player yet able to operate independently. We are looking for an extremely detailed and organized individual, with strong data analytic skills, and ability to deliver on multiple deadlines in a fast-paced environment. The ability to work well under pressure is vital to the success of this individual.

Responsibilities

  • Marketing of renewals & new business opportunities for all Employee Benefits lines of coverage
  • Analyze, compare, and ensure accuracy of vendor proposals, services, and products
  • Manage analytical work flow to ensure efficient, timely, and accurate creation of financial deliverables/spreadsheets to broker partners and/or clients
  • Deliver financial analysis in accordance with broker partner and client timelines; including cost savings and projections, recommended solutions, model contribution strategies, review and update of vendor pricing
  • Build additional analytical models as needed
  • Review claims reports and substantiate renewals
  • Assist with building employee communications materials including open enrollment materials
  • Working in the office is required

Qualifications

  • Highly detail-oriented with excellent planning, organizational, and reprioritization skills
  • Strong problem solving & time management skills
  • Strong understanding of Excel & PowerPoint is required
  • Prior experience in the employee benefits industry with exposure to RFP process & developing cost analysis
  • Bachelor’s Degree and/or equivalent related experience
  • Hold State Health, Life & Accident License or willing to obtain one within an agreed upon timeframe

Compensation
$50,000 – $65,000

Administrative Coordinator (In-House Required) — Hauppauge, New York

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Job Description

We are seeking a full-time Administrative Coordinator to set up new customer accounts & policies, process applications & requests, as well as 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, 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.

Compensation
$50,000 – $55,000 annually

About PGP

Built on the principle of treating people the way we would want to be treated and never losing sight of the importance of relationships, Professional Group Plans has grown organically over the last two decades into the largest full service General Agency in the Tri-State Area.

Specializing in employee benefits, we serve over 60,000 employer groups, with well over 600,000 covered lives and sell over $2,800,000,000 in premium per year. As large as we are, we pride ourselves on servicing each and every broker, and their clients, with the same prompt and courteous service.

Our reputation for the way we conduct business, along with our size and scale, has allowed us the opportunity to develop close relationships with all of the major insurance carriers and leading industry vendors. This gives us the unique advantage of dedicated support and resources, which in turn gives our brokers, and their clients, faster turnaround times, exceptional customer service and access to cutting edge products.

Headquartered in Hauppauge, New York, with other locations in Manhattan and New Jersey, we are staffed with nearly 100 employees that continue to provide the exceptional service we are known for throughout the industry.

Our Mission

To passionately deliver value to our broker partners by providing them with the expertise, education, support, and resources they need to effectively service their clients and achieve success.

Our Core Belief

Treat people the way we would want to be treated and never lose sight of the importance of relationships.