Gorman Insurance Personnel Consultants

Job Opportunities

Apply Now Send this job to a friend Search

Benefit Associate Account Executive - Garden City, NY (hybrid)

Benefit Associate Account Executive

Location: Garden City Prefer in-house will consider Hybrid (flexible days and hours)

Salary Range $65,000 -$80,000 Excellent Benefits

Our Client a National Brokerage that provides a pleasant and professional work environment seeks a Benefit Associate Account Executive capable of building client relationships in conjunction by providing quality customer service to ensure retention of clients and solicit bids on new business. 

Essential Duties and Functions: 

  • Prepare renewal letters along with additional documents such as Insurance Coverage Review Forms, Less than A- Acknowledgment letters and signoff’s when applicable
  • Prepare quotes for new and existing small groups on our online employee benefits software
  • Market Large groups new and existing groups by compiling all benefit information and preparing email to all carriers, then forwarding the RFP
  • Provide network analysis
  • Prepare spreadsheets based on marketing results for Large group medical marketing and all ancillary products, Life, LTD and Dental
  • Prepare overview and proposal for new business and renewal meetings
  • All Quality Control Paperwork needed for each renewal completed, RFP Tracking Form, Plan Implementation Form and Plan Rate Confirmation Forms completed
  • Forward and follow-up on enrollments, changes, and terminations forms to proper carriers
  • Dispute medical/dental claims, appeals, and billing issues
  • Assist in group enrollment process reviewing all documentations, copying, and forwarding to proper carrier/general agent and follow up on the processing
  • Attend Open Enrollment Meetings and review benefits with employees
  • Maintain Electronic Client File
  • Provides updates to Account Executive/QC Manager for the Monthly Renewal Report
  • Monthly Self Audits to be prepared and given to Account Executive/QC Manager
  • Updates TAM with new lines of coverage and policy numbers
  • Handle servicing, marketing and replacement for assigned only Small/or Large Group DBL


  • Planning/organizing—the individual prioritizes and plans work activities and uses time
  • Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new
  • Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation
  • Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written
  • Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains
  • Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
  • Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected
  • Safety and security—the individual observes safety and security procedures and uses equipment and materials

Kindly scroll to the top of the page and click on Job Opportunities to see all our open positions

To Contact Fred Gorman call 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

To Contact Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net