Thank You

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

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. 

We are seeking a full time Executive Assistant in our Employee Benefits Sales Division at our corporate headquarters located in Hauppauge, New York (this is an on-site only position).  

Responsibilities

• Schedule and manage meetings and events both on-site and virtually with insurance carriers and strategic partners
• Assist with preparation for internal Sales Meetings including presentations and content development (Employee Benefits related)
• Manage carrier contact availability and coverage notifications 
• Provide assistance with the interview and employee review process
• Work as liaison between senior management and IT department providing senior management with updates on key business and sales related IT initiatives
• Help review new partnership opportunities in the benefit technology space and other potential products to enhance our portfolio of broker and client resources 
• 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
• Oversee legal retainer and compliance platform relationship
• 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  

Qualifications

• Employee Benefits industry experience and knowledge required (+2 years)

• Excellent computer skills – Excel, Word, PowerPoint 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

We are seeking a Junior Compensation Analyst at our Hauppauge, New York office (this is an on-site only position). The Commissions Department at Professional Group Plans is responsible for the timely and accurate coordination and processing of commissions across several lines of business including healthcare, life insurance, and energy on a biweekly basis.

The Commissions Representative role provides a key support function for the Commissions team at large, aiding in indexing and coordination of deposits and statements, tracking and chasing outstanding requirements, and processing statements via upload functionality as well as manual entry in some cases.

Responsibilities

• Perform a key, daily function of accurately identifying incoming commissions documents to ensure proper tagging and release to the broader commissions team for processing
• Identify matches between statements and deposits of assignments
• Ensure timely updating of workflow status to reflect current step and status
• Evaluate status ongoing for appropriate next steps and act accordingly be it outreach to a carrier, broker or internal team
• Communicates and coordinates producer changes or updates to sales teams and other internal business partners. Utilizes reporting to analyze, identify and resolve discrepancies and ensure the data is accurate.
• Work directly with management and team members to ensure timely and accurate processing of assignments
• Analyze data to answer key questions while processing statements or regarding outside or cross-functional team inquiries
• Assist the Commissions Manager in documentation, coordination, and special projects as needed

Qualifications

• Associates Degree in Mathematics or Data Science with 1-3 years of relative experience
• Bachelor Degree is preferred
• Strong technical skills especially in Excel to include Vlookups, Pivot tables, and IF formulas
• Familiarity in running, recording, and/or writing Excel macros ideal
• Highly motivated with both curiosity and resourcefulness to solve problems and to think outside of the box when needed
• Diligent, with a strong work ethic and attention to detail
• Ability to follow an identified process or set of instructions
• Excellent communication skills with strong business writing skills
• Highly analytical team player with the ability to work independently when needed while knowing when to escalate issues or problems to management
• Thrives in a fast-paced, deadline-orientated environment
• Strong sense of urgency and ability to manage multiple, competing priorities while delivering results quickly, accurately, and efficiently while meeting established deadlines
• Keen interest in learning and fostering an environment built on diversity of thought
• Strong organizational and project management skills
• Knowledge of the healthcare, life insurance, or energy industries a plus