PIA Account Manager-Pipeline

Paychex Rochester , NY 14618

Posted 5 months ago

Description

  • This is a pipleine position and a recruiter may connect about current or future opportunities*

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.

  • 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 HRO, BeneTrac, Section125, COBRA and Workers Compensation.

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

Requirements

  • This is a pipleine position and a recruiter may connect about current or future opportunities*
  • 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.

  • Preferred
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PIA Account Manager-Pipeline

Paychex