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We currently have an exciting opening for a Benefits Analyst. The right candidate will have prior experience in Employee Benefits industry with exposure to the RFP process, Underwriting, and cost analysis design. The primary responsibilities will be the preparation of RFPs, a thorough review of vendor proposals, compiling marketing results, preparation of financial cost analysis for client presentations, as well as renewal evaluations for assigned accounts. This role will work with both our internal team & broker/carrier partners, and must diligently follow the 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 the 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 position.

Responsibilities

• Marketing Support:
  • Collaborate with brokers to understand the needs of new or renewing employee-sponsored medical and ancillary plans.
  • Scrub and organize Requests for Proposals (RFPs) to ensure accuracy and completeness before submission.
• RFP Management:
  • Distribute RFPs to appropriate carriers and manage all correspondence & follow-ups.
  • Review and compare carrier proposals to confirm they align with the requested specifications.
• Analysis & Reporting:
  • Create detailed, side-by-side comparison spreadsheets of carrier proposals.
  • Conduct financial analyses, including breakdowns of cost structures and savings opportunities.
• Broker Support:
  • Serve as a point of contact for brokers throughout the RFP process.
  • Provide insights and explanations regarding carrier proposals and financial analyses.
• Organization & Documentation:
  • Maintain accurate and organized records of RFPs, proposals, and communications.
  • Ensure timely delivery of completed proposals and analyses to brokers.

Qualifications

• Strong proficiency in Microsoft Excel, including advanced functions for data organization and analysis.
• Excellent organizational and project management skills to handle multiple RFPs simultaneously.
• Strong attention to detail and the ability to identify discrepancies in proposals and data.
• Effective communication skills for interacting with brokers and carriers.
• Experience in employee benefits, medical, or ancillary insurance plans preferred.

Compensation:
$60,000 – $65,000

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. Image Right and Ease Navigator familiarity also a plus, but not required.

Compensation
$25.00 – $35.00 an hour depending on experience

We are seeking an individual for a full-time Sales Executive Role.

The ideal candidate is a PEO focused specialist and must possess the ability to tackle the multifaceted challenges that healthcare reform and an ever-evolving marketplace present. Candidates must be both dynamic and articulate.

Your primary responsibility will be to develop and implement successful sales practices that will foster revenue expansion and professional growth in your assigned region. You will be expected to coordinate the creation of client presentations, interface with carriers and vendors as necessary, and attend new business meetings.

Responsibilities

• Build, maintain, and enhance strong producer relationships through superior product and services knowledge, territory management practices, and excellent customer service.
• Achieve office and personal sales goals through consultation, negotiations, and positioning of Archon PEO value add proposition.
• Identify and procure new customer sales opportunities in partnership with brokers in territory.
• Execute on the annual renewal strategy in support of office renewal goals.
• Manage a high-volume quote/sales activity territory with primary focus on large to mid-sized employers.
• Lead any assigned RFP efforts.
• Continue learning about new products and improving selling skills.
• Provide timely updates on pipeline and forecasts.

Qualifications

• Understanding of carrier marketplace for all size plans including alternative funding options
• Excellent verbal/written and organizational skills
• Detail-oriented and ability to reprioritize
• Computer Proficiency — Especially in Word, Excel, and PowerPoint
• Bachelor’s Degree and/or equivalent related experience
• Appropriate Insurance Licensing

Compensation
$100,000 base plus commissions

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 an experienced Benefits Professional (carrier, broker, or GA) to join our team as a Broker Account Manager at our Atlanta, Georgia 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 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
$50,000 – $70,000 depending on experience level + commission