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.
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.