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Available Positions

Underwriting Specialist – Hauppauge, New York

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Job Description

A prominent tristate General Agency is seeking an individual to join their Hauppauge, New York office as a full-time Underwriting Specialist (this is an on-site only position).

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 follows 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

Administrative Coordinator – New York City

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Job Description

We are seeking a full time Administrative Coordinator in our New York City office to answer all incoming phone calls and direct them to appropriate personnel as well as assist with the setup of new customer accounts and policies, process applications and requests; direct requests and unresolved issues to the designated resource (this is an onsite-only position).

Responsibilities

  • Welcomes visitors by greeting them, in person or on the telephone; answering or referring inquiries.
  • Maintains security by following procedures; monitoring sign-in sheet; issuing visitor badges.
  • Monitors incoming and outgoing mail. Sorts incoming mail preparing for scanning.
  • Manages incoming FedEx and UPS incoming packages, logging, and notifying proper recipient
  • 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 exception reports to ensure data has been entered correctly.
  • Communicate and coordinate with internal departments.
  • Comply with data integrity and security policies.

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.

Executive Assistant- Hauppauge, New York

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Job Description

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

Sr. Broker Account Manager – Hauppauge, New York or New York City

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Job Description

We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as a Broker Account Manager at our Hauppauge, NY or NYC office (this is an on-site only position).

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

Junior Compensation Analyst – Hauppauge, New York

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Job Description

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

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.