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Available Positions

Administrative Coordinator

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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 into external and internal systems
  • 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.
  • Review and input data from internal sales teams into carrier portals for member maintenance requests or new business submissions.
  • 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. 

Business Operations Manager – Hauppauge, New York

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Job Description

We are seeking a full time Business Operations Manager to join our Hauppauge, NY location. The main responsibility of this role will be to act as an extension of our Director of Operations and Administrative Services and play an integral part of all operations.

Responsibilities

  • Check source documents for accuracy, verify data and request correct data where necessary and obtain further information for incomplete documents
  • Oversee internal Enrollment processing unit
  • Assist where necessary processing service tasks (enrollments, change requests, terminations) within carrier portals and benefit admin systems
  • Update processing manuals as changes are communicated and new processes implemented
  • Compile, analyze and summarize large data sets upon request from Director of Admin for meetings and ad hoc projects
  • Review and request missing monthly renewal documents to be filed within the document management system
  • Communicate and coordinate with internal departments
  • Comply with data integrity and security policies

Qualifications

  • Excellent computer skills – Excel in particular
  • Ability to prioritize and re-prioritize projects as needed with minimal supervision
  • Very detail oriented and the ability to ensure processes are executed
  • Ability to read and understand reports
  • Fast learner with excellent documentation and organizational habits
  • Excellent communications and people skills – both written and verbal
  • Ability to work in a faced paced, high volume environment
  • Excellent problem solving and critical thinking skills
  • Team player
  • On-site M-F 9-5pm

Sr. Broker Account Manager – Hauppauge, New York

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Job Description

We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as a Sr. Broker Account Manager at 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

  • 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)
  • 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

Sr. Broker Account Manager – Clark, New Jersey

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Job Description

We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as a Sr. Broker Account Manager at our Clark, New Jersey 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 they arise
  • Working in the office is required

Qualifications

  • Minimum 2 to 4 years prior experience in the employee benefits or health insurance field
  • Proficient in all aspects of employee benefits 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 the 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

Staff Accountant – Hauppauge, New York

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Job Description

We are seeking a full-time Staff Accountant in our Hauppauge office.  This person will be responsible for general accounting and bookkeeping activities including accounts receivable, accounts payable, bank reconciliations, journal entries, general ledger reconciliation, account analysis, and month-end close.

Responsibilities

  • Responsible for accounts receivable including billing calculations, invoicing, statements, past due notices, posting of cash receipts, and aging reports
  • Handle billing inquires and work with other departments to resolve discrepancies
  • Perform monthly bank reconciliations
  • Assist with monthly close activities that include account reconciliation, recording journal entries, balance sheet schedules, and P&L account analysis
  • Validate data from multiple systems to ensure accuracy of data posted to the accounting system
  • Cross-train to serve as a backup person for accounts payable and other accounting functions
  • Assist with payroll and support HR functions as needed
  • Perform special projects, reporting analysis, and other related duties as assigned
  • Document and improve processes and controls in his or her areas of responsibility.

 

Qualifications

  • Bachelor’s Degree in accounting
  • 2 + years of experience in accounts receivable and general accounting functions
  • Proficiency in Microsoft Office; Excel, Word and Outlook
  • Experience with general ledger functions and the month-end/year-end close processes
  • Possess effective communication and organizational skills
  • Able to work independently without significant, direct supervision.
  • Ability to multi-task and be a team player in the accounting department
  • Experience with accounting systems, Dynamics GP experience a plus 

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.