Broker Account Manager (In-House Required) — New York City jobs in United States
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Professional Group Plans · 4 months ago

Broker Account Manager (In-House Required) — New York City

positionNew York, NY
timeFull-time
remoteOnsite
seniorityMid Level
money$50K/yr - $70K/yr
date3+ years exp

Professional Group Plans is seeking an experienced Benefits Professional to join their team as a Broker Account Manager in New York City. The role focuses on Employee Benefits Account Management, conducting enrollment meetings, resolving claims issues, and assisting with applications.

Health Care

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 they arise
Working in the office is required

Qualification

Employee benefits experienceEmployee benefit complianceExcel proficiencyOrganizational skillsProblem-solving skills’s DegreeNY State Health LicenseVerbal/written communication

Required

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

Preferred

NY State Health, Life & Accident License

Company

Professional Group Plans

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Professional Group Plans is an insurance company offering medical and life insurance products.
dateFounded in 1993
location
Hauppauge, New York, USA
people-size51-200 employees
web-link
http://pgpbenefits.com

Funding

Current Stage
Growth Stage

Leadership Team

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Kerry Phelan
Chief Executive Officer
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Stephen Louro
CEO
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Recent News

PR Newswire
Professional Group Plans Highlights Continued Growth and Broker Support While Maintaining a Relationship-Driven Approach
2026-01-06
Company data provided by crunchbase