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Available Positions

Broker Account Manager – Hauppauge, NY

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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 corporate headquarters in Hauppauge, NY.

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 2 to 4 years’ 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

Broker Account Associates – Clark, NJ / Hauppauge, NJ

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Job Description

We are seeking Employee Benefits Broker Account Associates for our New Jersey and Long Island offices. This is a great entry-level opportunity working with the top producing General Agency in the Tri-state area.

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

  • Prior experience in Employee Benefits or the Health Insurance field preferred but not required
  • 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

Administrative Coordinator – Hauppauge, NY

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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.
  • 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.
  • 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.