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We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as a 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 is 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 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
$75,000 and up annually PLUS Commission

We are seeking Employee Benefits Broker Account Associates for our New Jersey office. 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.
• 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

Compensation
Starting at $50,000 annually

We are seeking a full-time Commissions Manager to join our Hauppauge, New York location. The main responsibility of this role will be to assist and guide staff in outlining commission responsibilities and assist in processing commission statements to meet expected deadlines.

Responsibilities

• Provide daily direction and communication to the team to ensure deadlines are met in a timely and efficient manner
• Organize workflow to meet deadlines
• Ensure compensation calculations are timely communicated to sales teams and brokers via pay statements and that feedback mechanisms are in place and accurate
• Assist in research and resolution of all compensation issues in a timely and accurate manner
• Train current and new staff on established processes and procedures
• Assists in the development and process improvement of current policies and procedures
• Perform additional responsibilities as requested or assigned
• Communicate and coordinate with internal departments
• Comply with data integrity and security policies

Qualifications

• Bachelor’s Degree in mathematics of Data Science with 3-5 years relative experience
• 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 a 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

Compensation
$55,000 – $80,000 / Annually

We are seeking a full-time Benefits Technology Assistant to support our clients with the implementation of benefits administration systems. In particular, this role will be working with the EASE system and the management of open enrollment and benefits changes on a daily/weekly basis.

Responsibilities

• Manage enrollment changes
• Troubleshoot any related enrollment issues
• Data Analysis and Manipulation
• Interface with carriers and payroll companies
• Setup clients in Ease and other ben admin systems
• Reconciling system discrepancies
• Work directly with sales teams on day-to-day activities including data collection and data integrity
• Compliance with confidentiality rules (HIPAA)

Qualifications

• Proficient in MS Office and HRIS systems
• Understanding of data recording and analysis
• Excellent organizational skills
• Outstanding communication skills
• Attention to detail as it relates to data entry
• Problem Solver
• Results Driven

Preferred Qualifications

• BA in business administration, human resources, or relevant field preferred
• Insurance industry knowledge or an understanding of different benefit plans (medical, dental, vision insurance etc.)
• Prior Experience with EASE or similar

Compensation
$50,000 – $55,000

Professional Group Plans currently has an exciting opening for a Benefits Analyst in our Hauppauge location. The right candidate will have prior experience in the Employee Benefits industry with exposure to the RFP process, Underwriting, and cost analysis design. The primary responsibilities will be preparation of RFP’s, thorough review of vendor proposals, compiling marketing results, preparation of financial cost analysis for client presentations, as well as renewal evaluations for assigned accounts. The role will work with both our internal team and broker/carrier partners and must diligently follow work flow process for all assigned accounts. The candidate must be a team player yet able to operate independently. We are looking for an extremely detailed and organized individual, with strong data analytic skills, and ability to deliver on multiple deadlines in a fast-paced environment. The ability to work well under pressure is vital to the success of this individual.

Responsibilities

• Marketing of renewals & new business opportunities for all Employee Benefits lines of coverage
• Analyze, compare, and ensure accuracy of vendor proposals, services, and products
• Manage analytical work flow to ensure efficient, timely, and accurate creation of financial deliverables/spreadsheets to broker partners and/or clients
• Deliver financial analysis in accordance with broker partner and client timelines; including cost savings and projections, recommended solutions, model contribution strategies, review and update of vendor pricing
• Build additional analytical models as needed
• Review claims reports and substantiate renewals
• Assist with building employee communications materials including open enrollment materials
• Working in the office is required

Qualifications

• Highly detail-oriented with excellent planning, organizational, and reprioritization skills
• Strong problem solving & time management skills
• Strong understanding of Excel & PowerPoint is required
• Prior experience in the employee benefits industry with exposure to RFP process & developing cost analysis
• Bachelor’s Degree and/or equivalent related experience
• Hold State Health, Life & Accident License or willing to obtain one within an agreed upon timeframe

Compensation
$50,000 – $65,000