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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

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 the arise
  • Working in the office is required

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

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 – Hauppauge, NY

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Job Description

We are looking for an experienced benefits professional (carrier, broker or GA) for our Hauppauge NY office. 

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

  • 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

Administrative Coordinator – Hauppague, NY

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Job Description

We are seeking a full 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.

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.

Responsibilities

  • 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

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
  • NJ Health, Life & Accident License preferred
  • Bachelor’s Degree and/or equivalent related experience

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.