Gorman Insurance Personnel Consultants

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Benefit Account Representative Hybrid - Lake Success, NY Hybrid

Insurance Associate Benefit Account Representative Hybrid Remote This position is one of 80 Long Island Insurance remote, hybrid and in-office positions we are discreetly filling for our clients. Salaries range between $50,000 and $250,000

Location: Lake Success 2 days remote 3 in Office

Salary $75,000 –$85,000 

Our Client, a 150+ person Insurance broker that is known for its benefit packages and promotional opportunists seeks a Benefits person to provide full-service account management to assigned health and welfare plans including medical, dental, short and long-term disability, vision, life/AD&D, travel accident, voluntary benefits and long term care. clients 


  • Day to day contact for client
  • Develop strong relationships
  • Resolve claims and administrative issues
  • Act as liaison with insurance carriers and as an advocate for clients
  • Design benefit plan in conjunction with client needs and financial resources
  • Process renewals, including competitive bidding, providing cost effective plan design alternatives and employee contribution scenarios
  • Prepare spreadsheets and renewal presentations as appropriate
  • Prepare summary plan descriptions and other employee communication materials
  • Provide client with periodic financial reports (monthly, quarterly, or annually, as provided by insurer) to assess plan’s performance and as a tool for renewal planning
  • Coordinate timely delivery of Schedule A information for 5500 preparation, as appropriate
  • Maintain & manage client information through HUB’s Agency Management System & data standards

For additional information or to obtain a resume on this Insurance Professional...

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

Or Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.ne