Careers at Paul Global Benefits

Business Analyst - Beneshark

Paul Global Benefits (PGB) is a premier employee benefits consulting organization that is focused on both US and global enterprises. PGB manages employee benefits for employers of all sizes. Our Consultants are expert in all group employee benefits; medical, dental, vision, life and disability, business travel and medical benefits abroad, and Voluntary benefits like accident insurance, critical illness, group legal and identity theft.

PGB has recently completed enhancement of a state-of-the-art cloud-based benefit management platform, BeneShark, which allows employees to self-elect benefits during open enrollment and/or during the year based on qualifying life events, etc.

PGB is seeking a Project Leader who can coordinate with Offshore Technology Development Team and Employee Benefits Account Management Team to implement technology interface that will enhance the client’s employee benefit enrollment experience.

Candidate Requirements:

  • Bachelor’s Degree
  • 10+ years as an Account Manager for Major Insurance Carrier or extensive experience as a Benefits Consultant servicing large clients
  • NYS Life & Health License

Only candidates with extensive Employee Benefits experience need apply.

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Client Account Manager – Benefits Administration

Paul Global Benefits (PGB), is a full-service Employee Benefits Consulting Firm with a global client base. We are seeking energetic professionals who are interested in learning and growing within our organization.

The role of Client Account Manager includes overall and strategic account support with a focus on client satisfaction and retention. This is a great opportunity to be part of a dynamic team in a growing organization while utilizing your knowledge of Group Benefits / Health Insurance and working with large global corporations.

Candidates Requirements:

  • Bachelor’s Degree
  • 10+ years working in a client facing role for a Major Insurance Carrier or Brokerage firm managing Group Health Plans
  • NYS Life & Health License
  • Proficiency in Microsoft Word, PowerPoint, Excel & Outlook

Responsibilities Include:

  • Communicate effectively with clients, insurance carriers and internal team members
  • Operate as the lead point of contact for all matters specific to your clients
  • Build and maintain strong, long-lasting client relationships
  • ​Ensure timely and accurate responses to escalated client issues
  • Leverage carrier relationships to provide innovative solutions that meet and exceed client needs
  • Maintain accurate client files and records for general reference and office use
  • Host/Lead external meetings and conference calls with the client
  • Coordinate implementation and maintenance of new and existing benefit offerings
  • Assist with developing communication and wellness strategies
  • Support the successful roll out of open enrollment activities on an annual basis

 

Additional Details:

Job Location: Syosset, NY

Job Title: Client Account Manager – Benefits Administration

Benefits after 90 days: Medical/Dental/Vision/Life/Disability/401k

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Client Support Specialist – Benefits Administration

Paul Global Benefits (PGB) is a full-service Employee Benefits Consulting Firm with a global client base. We are seeking energetic professionals who are interested in learning and growing within our organization.

The role of Client Support Specialist includes general account support functions, customer service assistance and assisting clients with navigating health benefits. This is a great opportunity to begin a career in a dynamic industry.

Candidate requirements:

  • Bachelor’s Degree in Communications, Technology or Business Administration preferred
  • Must be Tech Savvy and Proficient in Microsoft Word, PowerPoint, Excel & Outlook
  • Excellent communication skills (written and verbal)
  • Detail oriented, organized, and capable of multi-tasking
  • Ability to work well in a team environment but also be self-disciplined

Preferred candidates will have:

  • · Desire to learn and advance in the Employee Benefits / Health Insurance Industry
  • · Prior customer service experience

Responsibilities include:

  • Learning PGB’s proprietary E-Tool, BeneShark, and assisting clients with use of tool via client service
  • Communicating effectively with clients, insurance carriers and internal team members
  • Maintaining accurate client files and records for general reference and office use.
  • Assisting in the process of client issue resolution.
  • Preparation for and participation in conference calls/meetings
  • Contributing to the team effort by supporting other functions when needed

Additional Details:

Job Location: Syosset, NY

Job Title: Client Support Specialist

Benefits after 90 days: Medical/Dental/Vision/Life/Disability/Safe Harbor 401k with match

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Jr. Implementation Analyst - Client Service

Paul Global Benefits (PGB) is a full-service Employee Benefits Consulting Firm with a global client base. We are seeking energetic professionals who are interested in learning and growing within our organization.

The role of Jr. Implementation Analyst – Client Service Associate includes general account support functions and customer service assistance and includes learning to use a proprietary E-Tool to assist clients with navigating health benefits. This is a great opportunity to begin a career in a dynamic industry.

Candidate requirements:

  • Bachelor’s Degree in Communications, Computer Science or Business Administration preferred
  • Proficiency in Technology, Microsoft Word, PowerPoint, Excel & Outlook is required
  • Excellent communication skills (written and verbal)
  • Detail oriented, organized, and capable of multi-tasking
  • Ability to work well in a team environment but also be self-disciplined

Responsibilities include:

  • Learning PGB’s proprietary, benefits management E-Tool, BeneShark, and assisting clients with use of tool.
  • Test new and existing system functionality to ensure accuracy of client system configuration
  • Communicating effectively with clients, insurance carriers and internal team members
  • Maintaining accurate client files and records for general reference and office use.
  • Assisting in the process of client issue resolution.
  • Preparation for and participation in conference calls/meetings
  • Contributing to the team effort by supporting other functions when needed

Additional Details:

Job Location: Syosset, NY

Job Title: Jr. Implementation Analyst – Client Service

Benefits after 90 days: Medical/Dental/Vision/Life/Disability/401k

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Underwriter - Medical

Paul Global Benefits (PGB) is a premier employee benefits consulting organization that is focused on both US based and global corporations.  We predominately manage employee benefits for employers including Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, and Voluntary benefits.

ESSENTIAL DUTIES AND RESPONSIBILITIES

We currently have an opening for an Underwriter within our team.  The primary responsibilities of this role will be financial review of insurance terms, conditions and market competitiveness.  The role also includes the preparation of all Requests for Proposals from the marketplace as well as renewal evaluations for assigned clients. The role will predominately focus on client management support and new business financial evaluations.
The position will require the following tasks:

 

  • Proactive financial monitoring and review for assigned cases
  • Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information
  • Assist in creating weekly, monthly and quarterly financial statements and projections
  • Assist in quarterly presentation to clients on financial performance of insurance programs
  • New Business Financial Evaluations as needed by sales team
  • Strong communication skills and ability to translate complex financial concepts into customer friendly format.
  • Strong understanding of Excel and PowerPoint are required
  • Other duties as assigned.

 

EDUCATION / EXPERIENCE

 

Bachelors’ degree in Business Administration, Finance or Insurance preferred
Minimum of 5 years’ experience with an Insurance Carrier in Medical Underwriting required

SKILLS

  • Excellent verbal and written communication skills
  • Highly Detail oriented, excellent planning, organizational and prioritization skills
  • Strong problem solving and time management skills
  • Ability to work independently and as part of a team
  • Ability to use prudent judgment and discretion in handling confidential client information
  • Proficient in Microsoft Office products including Power Point and Excel

Additional Details:

Job Location:                                   Syosset, NY

Job Title:                                          Underwriter

Benefits after 90 days :                  Medical/Dental/Vision/Life/LTD/401K

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Retirement Consultant/Financial Consultant

Paul Global Advisors, LLC, (PGA) is a specialized investment advisory & retirement consulting practice providing wealth management, insurance and retirement consulting services to corporate and individual clients. We are rapidly expanding our practice and are interested in recruiting energetic and motivated investment professionals who are interested in a career in Retirement Consulting and Financial Advisory Services.

CORPORATE RETIREMENT CONSULTANT

 

  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
  • Will have opportunity to learn about corporate retirement
  • Investment strategy monitoring
  • Consulting with plan sponsors and plan participants
  • Plan administration
  • Vendor management oversight

 

WEALTH MANAGEMENT CONSULTANT

 

  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
  • Provide solutions to assist individuals in securing their retirement future
  • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives
  • Provide information/education to clients about the purpose and details of financial products, services and strategies

 

QUALIFICATIONS REQUIRED:

 

  • Bachelor’s Degree
  • Will be required to obtain Series 7 & 63 within 90 days of hire
  • Excellent Communication skills
  • Work well in a team environment but also self-disciplined
  • Desire to learn and advance in the Financial Consulting Industry
  • Determination to build and grow a client base

 

Paul Global Advisors, LLC (PGA) offers base salary and incentive compensation and Medical/Dental/Vision/Life/LTD/401k

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Sales – BeneShark Cloud Based Employee Benefits E-Tool

We currently have an opening for a Sales Representative for our Cloud Based Online Employee Benefits Management Tool (Beneshark) to join our team!

Paul Global Benefits (PGB) is a premier employee benefits consulting organization that is focused on both US based corporations and global enterprises. PGB manages employee benefits for employers of all sizes. Our Consultants are expert in all group employee benefits; medical, dental, vision, life and disability, business travel and medical benefits abroad, and Voluntary benefits like accident insurance, critical illness, group legal and identity theft.

PGB has recently completed enhancement of a state-of-the-art online benefit management tool, BeneShark, which allows employees to self-elect benefits during open enrollment and/or during the year based on qualified life elections. The BeneShark enrollment tool will be available to existing and prospective clients of PGB and will also be sold as a stand-alone service.

Key Duties and Activities include but may not be limited to:

New Business Sales:  NY, NJ, CT, PA

  • Establish a network of prospects and pursue sales leads independently and in conjunction with PGB Management
  • Set sales goals; establish periodic reports and trackers to monitor performance
  • Qualify sales leads; schedule conference calls and face to face meetings with prospects and PGB management

Industry Expert

  • Become a technical expert on the BeneShark system and processes
  • Apply industry knowledge to brand the BeneShark tool in the marketplace and promote PGB’s services

KEY QUALIFICATIONS REQUIRED:

  • Undergraduate degree
  • Working knowledge of Microsoft Excel and PowerPoint
  • Must enjoy working in a dynamic, diverse, fast-paced organization with a focus on meeting client requirements.
  • Highly motivated and able to take initiative with adequate direction.
  • Previous experience as an active member of a team or served in a role where communication skills (essential), problem solving, planning, interpersonal skills were required.

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Insurance Sales Representative – Group Insurance

Paul Global Benefits (PGB) is a premier employee benefits consulting organization that is focused on both US based and global corporations. We predominately manage employee benefits for employers including Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, Long-Term Care and Voluntary benefits as well as Retirement Plans and Business Insurance.

We are currently searching for a Group Insurance Sales Representative to join our organization. This role has a competitive BASE salary and offers aggressive commissions. The role of Group Insurance Sales Representative will exclusively focus on prospecting and building new relationships for Paul Global Benefits.

The position will require prospecting calls, some sales visits and presentations and hosting conference calls with PGB team and prospective new clients.

Paul Global Benefits is growing and recruiting intelligent, dedicated, outgoing professionals who are interested in a rewarding career in benefit consulting. To help our Group Insurance Sales Representative reach their full earnings potential, we offer:

  • Competitive Base Salary
  • Competitive commissions
  • Bonus and incentives
  • Independence and freedom to focus on sales
  • Outstanding Account Management and Client Service Team back up

Candidates will also be expected to complete license requirements within the first 30 days of employment. (NY Life & Health).

Prior insurance experience is not required.

Additional Details:

Job Location: Syosset, NY

Job Title: Sales Representative – Group Insurance

Benefits after 90 days: Medical/Dental/Vision/Life/LTD/401K

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Sales Representative– Group Welfare Plans

Want to be part of an exciting fast paced and growing firm? Want the opportunity to work in a fast paced and exciting marketplace? Then consider this exciting position with Paul Global Benefits.

Paul Global Benefits, Inc. (PGB) is a premier employee benefits consulting organization that is focused on both US based and global corporations. We predominately manage employee benefits for employers including Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, Long-Term Care and Voluntary benefits. We also manage Retirement / 401k Plans and Business Insurance. We are currently searching for a Sales Representative for Group Insurance Plans to work independently in NY, NJ, CT and PA.

This role has a competitive BASE salary and offers aggressive commissions. The role of a Sales Representative – Group Insurance will exclusively focus on prospecting and building new relationships for PGB and will require prospecting calls, sales visits and presentations and hosting conference calls with PGB team and prospective new clients.

Paul Global Benefits is growing and recruiting intelligent, dedicated, outgoing professionals who are interested in a rewarding career in benefit consulting. To help our Group Insurance Sales Representative reach their full earnings potential, we offer:

  • Competitive Base Salary
  • Competitive commissions
  • Bonus and incentives
  • Independence and freedom to focus on sales
  • Outstanding Client Management and Client Service Team back up

Prior insurance experience is a must as well as meeting Life & Health license requirement!

Additional Details:

Job Location: NY, NJ, CT and PA
Job Title: Sales Representative Group Welfare Plans

Benefits after 90 days: Medical/Dental/Vision/Life/401k

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Sr. Financial Analyst

We currently have an opening for a Sr. Financial Analyst within our team. The primary responsibilities of this role will be financial review of insurance terms, conditions and market competitiveness. The role also includes the preparation of all Requests for Proposals from the marketplace as well as renewal evaluations for assigned clients. The role will report to the Assistant Vice President Underwriting and predominately focus on client management support and new business financial evaluations.

The position will require the following tasks:

  • Proactive financial monitoring and review for assigned cases
  • Prepare monthly financial reporting packages including detailed premium, claims, membership, commission and cash reconciliation information
  • Prepare weekly, monthly and quarterly financial statements and projections
  • Prepare quarterly presentation to clients on financial performance of insurance programs
  • Prepare billing reconciliation and Audit invoices
  • New Business Financial Evaluations as needed by sales team
  • Strong communication skills and ability to translate complex financial concepts into customer friendly format
  • Strong understanding of Excel and PowerPoint are required
  • Other duties as assigned

QUALIFICATIONS

Bachelor’s degree in Business Administration, Actuarial Science, Math, or Insurance related preferred
Minimum of 8-10 years’ experience in financial analysis, employee benefits experience a plus

SKILLS

Excellent verbal and written communication skills
Highly detail oriented, excellent planning, organizational and prioritization skills
Strong problem solving and time management skills

Ability to work independently and as part of a team

Ability to use prudent judgment and discretion in handling confidential client information
Proficient in Microsoft Office products including PowerPoint and Excel

Additional Details:

Job Location: Syosset, NY

Job Title: Sr. Financial Analyst

Benefits after 90 days: Medical/Dental/Vision/Life/LTD/401K

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