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Available Positions

Underwriting Specialist – Hauppauge, NY

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Job Description

A prominent tristate General Agency is seeking an individual to join their Hauppauge, NY office as a full-time Underwriting Specialist. 

Candidate must be familiar with the employee benefits industry and the RFP process in particular.  The position will consist of marketing both medical and ancillary lines with major insurance carriers.  You will interface with carriers and clients to gather the appropriate information from employers and then help develop cost analysis presentations.  For those with less experience, further training will be provided.  Experience with PEO’s would be a plus.  Candidates must have excellent written communication skills, as well as be detail-oriented, organized, and willing to learn.

Compensation includes a base salary and the potential for residual commission.

Responsibilities

  • Gather census, claims, and plan information from current clients
  • Organize and submit requests to insurance carriers
  • Manage RFP process including all follow-up questions and timelines
  • Build relationships with carrier sales representatives
  • Begin NY State Insurance License coursework (if not already obtained)
  • Gain familiarity with PPACA and common industry terms and practices

Qualifications

  • Further training will be provided, but some employee benefits or related experience is required
  • Excellent verbal/written and organizational skills
  • Detail-oriented and ability to reprioritize with minimal supervision
  • Computer Proficiency – Especially in Word, Excel, and PowerPoint
  • NY State Health, Life & Accident License (will need to start coursework upon hire if do not currently hold)
  • Bachelor’s Degree and/or equivalent related experience

Account Manager – Hauppauge, NY

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Job Description

A prominent General Agency in the NY metro area is looking for an experienced Employee Benefits Account Manager for our Hauppauge, NY office. As an Account Manager, you will be responsible for effectively managing broker relationships, evaluating renewals to determine appropriateness of rates and benefits, analyzing carrier claims and utilization reports (where available), and reporting findings back to brokers. Additionally, you will be working directly with employer groups to create benefits overviews, answer benefits questions, handle service issues, benchmarking, HRIS support and implementation, reviewing contracts and Summary Plan Descriptions, and conducting enrollment meetings. The candidate must be a team player, yet able to operate independently. Beyond having strong data analysis skills, you must be extremely detail-oriented and organized in order to handle the large volume of clients. The ability to work well under pressure is vital to the success of this individual.

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 – claims, 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
• Remote work is not available for this position

Qualifications

• 5 + years’ experience in employee benefits or health insurance field is required
• Prior experience in the employee benefits with exposure to RFP process & developing cost analysis
• Familiar with PPACA, ERISA, COBRA, FMLA, Cafeteria Plans
• Hold State Health, Life & Accident License or willing to obtain one within an agreed-upon timeframe
• Proficiency in Word, Excel, and PowerPoint
• Excellent verbal/written and organizational skills
• Strong problem solving and time management skills
• Bachelor’s Degree and/or equivalent related experience

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

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 a 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. 

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.