Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.

Overview

Acts as a dedicated account manager, licensed broker, and internal liaison for a specific 'book of business' that is based on revenue and/or enrollment. Meets or exceeds set expectations around customer service delivery and client retention goals. Provides client with the most consultative and thorough service experience including on boarding, proactive consultative / relationship activities and renewal to ensure plan design meets the client's cost and benefit objectives.

Responsibilities

• Initiates calls with clients providing updates on relevant insurance specific topics, administrative services, and to assess clients current needs
• Initiates calls to client to assess underwriting exposures prior to policy renewal.
• Provides creative plan designs to clients from current and alternate carriers during each client renewal.
• Utilizes knowledge of carrier and state underwriting guidelines to guide client toward the best possible option within the Paychex Agency’s administrative capabilities.
• Moves existing policies to alternative carriers to assist client in achievement of benefit and premium objectives.
• Works as a liaison between client and Insurance Carrier/GA to ensure the highest level of customer service is provided.
• Works as a liaison between internal Paychex departments to ensure the highest level of customer service across product lines.
• Up sells and/or resells ancillary products.
• Responsible for establishing and maintaining ongoing client relationships, overall client satisfaction, and client retention.
• Responsible for meeting basic service level goals including response time and quality standards.
• Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals.
• Develops and maintains working knowledge of related products including PEO Master Plan, HRO, Section125, COBRA and Workers Compensation.

Qualifications

• Bachelor's Degree
• Preferred
• 1 year of experience in Insurance industry, Sales or Customer Service.
• Life Accident and Health license Life, Accident and Health must be obtained within 90 days of employment.
• Required

Compensation

In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $22.83- $26.44 hourly. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

Live the Paychex Values

• Act with uncompromising integrity.

• Provide outstanding service and build trusted relationships.

• Drive innovation in our products and services and continually improve our processes.

• Work in partnership and support each other.

• Be personally accountable and deliver on commitments.

• Treat each other with respect and dignity.

What's in it for you?

• We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.

• We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.

• We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.

• We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.

• We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

Not sure if you meet every requirement?

At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.

Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.

• Initiates calls with clients providing updates on relevant insurance specific topics, administrative services, and to assess clients current needs

• Initiates calls to client to assess underwriting exposures prior to policy renewal.

• Provides creative plan designs to clients from current and alternate carriers during each client renewal.

• Utilizes knowledge of carrier and state underwriting guidelines to guide client toward the best possible option within the Paychex Agency’s administrative capabilities.

• Moves existing policies to alternative carriers to assist client in achievement of benefit and premium objectives.

• Works as a liaison between client and Insurance Carrier/GA to ensure the highest level of customer service is provided.

• Works as a liaison between internal Paychex departments to ensure the highest level of customer service across product lines.

• Up sells and/or resells ancillary products.

• Responsible for establishing and maintaining ongoing client relationships, overall client satisfaction, and client retention.

• Responsible for meeting basic service level goals including response time and quality standards.

• Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals.

• Develops and maintains working knowledge of related products including PEO Master Plan, HRO, Section125, COBRA and Workers Compensation.

• Bachelor's Degree

• Preferred

• 1 year of experience in Insurance industry, Sales or Customer Service.

• Life Accident and Health license Life, Accident and Health must be obtained within 90 days of employment.

• Required