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Benefits Analyst – NYC/NJ

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Job Description

Professional Group Plans currently has an exciting opening for a Benefits Analyst position in our NYC or NJ location. The right candidate will have prior experience in the Employee Benefits industry with exposure to RFP process, Underwriting and cost analysis design. The primary responsibilities will be the 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 the workflow process for all assigned accounts. 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 the accuracy of vendor proposals, services, and products
  • Manage analytical workflow 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 timeline; 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

Qualifications

  • Highly detail oriented with excellent planning, organizational and reprioritization skills
  • Strong problem solving and time management skills
  • Strong understanding of Excel and PowerPoint is required
  • Prior experience in the employee benefits 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

Sales Representatives – Clark, NJ

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Job Description

A prominent tri-state General Agency is seeking individuals for full-time Sales Representatives for their Clark, New Jersey office. 

Candidates must be both dynamic and articulate and must possess the ability to tackle the multifaceted challenges that healthcare reform and an ever evolving marketplace present. The candidate must be dynamic, highly self-motivated, 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, 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.

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
  • Appropriate Insurance Licensing

Broker Account Manager – Hauppauge, NY

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Job Description

We are looking for a 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 they 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

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 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

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.