Thank You

We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as an Account Executive at Hauppauge, NY office (exact home office location is open for discussion).

Responsibilities

• Focus will be on Employee Benefits Account Management
• Assist Sales Exec with existing business and writing new business
• 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.
• Managing and Mentoring Account Managers as needed
• 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) and small group market (under 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

Compensation
$150,000 – $175,000 / annually WITH Commission

We are looking for a full-time IT Support Specialist to join our Hauppauge, NY location. The main responsibility of this role will be to provide end user IT support to the Hauppauge location as well as two remote offices (NJ & NYC).

Responsibilities

• Provide day to day technical support to internal users of our systems; troubleshoot user problems and determine appropriate path for solution; level 1 and 2 IT support.
• Installing/Troubleshooting all desktop hardware and software issues (Microsoft Office, CRM, Windows, Azure Virtual Desktop, internet connectivity, etc.)
• Oversee all printers & scanners
• Setup new users (Active Directory)
• Email Management (Exchange)
• Remote Conferencing administration and training (Teams, Zoom, etc.)
• Telephone System Administration (Cisco)
• Access Control System
• Various adhoc projects as assigned

Qualifications

• A+/other industry certification preferred.
• Excellent verbal/written communication skills
• Excellent organizational skills
• Ability to communicate (verbal and written) with tech and non-tech team members equally, familiar with supporting users in an office environment.
• Familiar with networking concepts
• Detail oriented and ability to prioritize and reprioritize with minimal supervision.
• Excellent problem solving and critical thinking skills. Fast learner with excellent documentation and organization habits
• Bachelor’s degree in computer science or other relevant study
• Ability to work in office 5 days

Compensation
$50,000-$65,000 based on experience

We are looking for a full-time Sales Operations Manager in our Employee Benefits Sales Division at our corporate headquarters located in Hauppauge, New York.

Responsibilities

• Oversee the sales funnel, tracking, analyzing, and recommending improvements.
• Assist with preparation for internal and external sales meetings including presentations and content development (Employee Benefits related).
• Manage carrier contact availability and coverage notifications.
• Serve as a liaison between senior management and IT department providing senior management with updates on key business and sales related IT initiatives.
•  Serve as a liaison between senior management and sales teams.
• Help review new partnership opportunities in the benefit technology space and other potential products to enhance our portfolio of broker and client resources.
• Assist in the process of recruiting, hiring, and training sales representatives.
• Identify customers and sales opportunities by analyzing sales data and consumer trends.
• Generate accurate, timely, and properly formatted system reports and provide recommendations to improve the report dashboard experience.
• Provide oversight of the 3-person Benefits Administration Department and the 4-person Benefits Enrollment Unit.
• Gather market level intelligence to help expand our footprint to new areas across the US.
• Assist with matters pertaining to the ownership of our building (225 Wireless) such as rental issues, dealing with vendors for repairs, and meeting with vendors for building construction projects.
• Work with leadership to provide data-driven input on future organizational goals.
• Other ad-hoc projects as assigned.

Qualifications

• Excellent computer skills – Excel, Word, PowerPoint in particular.
• 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.
• Ability to prioritize and reprioritize projects with minimal supervision.
• Excellent problem solving and critical thinking skills.
• Familiar with insurance/brokerage industry practices and concepts a plus.
• Excellent verbal/written and organizational skills.
• Bachelor’s degree
• On-site M-F 9am-5pm

Compensation

$75,000 – $100,000 Annually

We are seeking a full time Administrative Coordinator to process applications and requests, direct requests and unresolved issues to the designated resource. This position will serve as an overall support person on a very active sales team.

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 and external customers.
• 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.

Compensation

$20.00-$25.00/hour

Professional Group Plans Inc. is seeking Administrative Interns for our Hauppauge, NY office. This is a great program for college students on break who will work with our Operations staff to complete independent projects or provide support in updating data and researching commission payments. You will have the opportunity to learn about the basics of both Health Insurance and the Insurance Broker Industry, as well as building valuable business skills.

Responsibilities

• Update CRM system with current policy data
• Review insurance applications and enroll members in carrier systems
• Review and correct data discrepancies
• Conduct independent research on policies missing payments and research with internal and external contacts
• Work with carriers to identify terminated policies
• Administrative duties as assigned

Qualifications

• College student workings towards a degree
• Excellent organizational skills
• Analytical skills to resolve problems and think creatively
• Detail oriented
• Computer Proficiency – Especially in Word, Excel, and PowerPoint

Compensation

$15.00 per hour