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Broker Account Manager
$105k-143k (estimate)
Full Time | Investment Management 11 Months Ago
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Professional Group Plans is Hiring a Broker Account Manager Near Hauppauge, NY

We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as a Broker Account Manager at Hauppauge, NY office.

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) 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

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$105k-143k (estimate)

POST DATE

06/10/2023

EXPIRATION DATE

03/02/2024

WEBSITE

pgpbenefits.com

HEADQUARTERS

HAUPPAUGE, NY

SIZE

100 - 200

FOUNDED

1993

REVENUE

$10M - $50M

INDUSTRY

Investment Management

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The job skills required for Broker Account Manager include Presentation, Account Management, Problem Solving, Billing, PowerPoint, etc. Having related job skills and expertise will give you an advantage when applying to be a Broker Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Broker Account Manager. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Broker Account Manager positions, which can be used as a reference in future career path planning. As a Broker Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Broker Account Manager. You can explore the career advancement for a Broker Account Manager below and select your interested title to get hiring information.