Account Manager – 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 appropriateness of rates and rate components, analyzing carrier claims and utilization reports (where available) and reporting findings back to brokers.  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.

Responsibilities

  • 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

Qualifications

  • 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
  • Bachelor’s Degree and/or equivalent related experience

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.

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.
  • 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. 

Broker Account Manager – Manhattan, NY

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Job Description

We are looking for a Broker Account Manager for our Manhattan, 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

Responsibilities

  • 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 they arise

Qualifications

  • 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

Sales Representatives – NJ

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Job Description

Professional Group Plans is a prominent tri-state General Agency seeking an experienced producer to join our Clark, New Jersey office.  We are seeking a candidate who is ready to contribute immediately.  The candidate must have deep industry experience, industry contacts, and ideally a book of business that would benefit from the resources and partnerships that PGP has to offer.

The candidate must be both dynamic, articulate, highly self-motivated and ambitious.  Also must have excellent verbal and written communication skills, as well as be detail oriented and organized.  The candidate must be deeply familiar with not only the standard suite of products, but PEO’s, compliance, HR Technology, and healthcare reform. 

The position will consist of developing and maintaining relationships with new prospects, giving new business and renewal presentations, reviewing and processing new business cases, preparing and presenting cost analysis, and general management of any broker needs that may arise.

Compensation includes a base salary and residual commission with no ceiling.

Responsibilities

  • Produce new revenue through sales to new broker partners
  • Provide service to brokers according to their needs
  • Manage overall client relationships with the support of sales liaisons
  • Develop and maintain relationships with carrier and vendors partners
  • Familiar with all carrier products, services and processes
  • Remain well-informed on all industry news and trends
  • Manage prospect pipeline and all sales activity in Salesforce
  • Prepare and implement an individual business plan

Qualifications

  • 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

Medicare Sales Consultants

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Job Description

A prominent tristate General Agency is seeking individuals to join their Medicare Department as full-time Sales Representatives for their New York City, and Clark, New Jersey office.

Candidates must be dynamic, articulate, self-starters. The primary responsibility will be to forge relationships with brokers and engage them to grow their Medicare book of business. The candidate must have excellent verbal and written communication skills, as well as be detail oriented and organized.

Position will consist of developing and maintaining relationships with new prospects, reviewing and processing new business cases, preparing and presenting cost analysis, and general management of any broker needs that may arise. You will also be expected to work with clients directly as needed.

Compensation includes a starting base salary and residual commission.

Responsibilities

  • Provide service to brokers according to their needs
  • Produce new revenue through sales to new broker partners
  • Manage overall client relationships with the support of sales liaisons
  • Develop and maintain relationships with carrier and vendors partners
  • Remain current with Medicare related products, services and procedures
  • Remain well-informed on all industry news and trends
  • Prepare and implement an individual business plan
  • Manage prospect pipeline and all sales activity in Salesforce

Qualifications

  • Familiar with all Medicare Products and Services
  • 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

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.