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Sales Executive

4 months ago

Hauppauge, United States Professional Group Plans Full time

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


About PGP

Professional Group Plans, Inc. is a full-service general agency that provides a vast array of employee benefit programs and services to the insurance brokerage community and their clients since 1993. We specialize in employee benefits, primarily selling group health, dental, life, and disability insurance through our network of insurance professionals. We are most health insurance carriers’ top producing general agent in the region and are considered an innovator in the industry. With over 90,000 employer groups across the country, we pride ourselves on servicing every client with the same prompt and courteous service.

The healthcare industry is moving at its fastest pace and we are committed to staying on the cutting edge of healthcare industry information. We strive to stay firmly entrenched in the day to day, servicing our brokers and their clients with a passion, positioning ourselves not as a vendor to our brokers, but a true partner in their business.

We are headquartered in Hauppauge New York with other locations in Manhattan, New Jersey, Connecticut, and Pleasantville. Our team has over 100 members dedicated to empowering our broker partners through service, expertise, and resources. They have developed many proprietary products and solidified a multitude of exclusive contracts to provide a rich portfolio of resources that drives success.

We remain focused on continued market analysis and strategies to deliver the best advice, products, resources, and tools that give our broker partners a competitive advantage.