Responsible for daily processing / data entry / validation of records and maintenance of new and existing insurance accounts. Maintain a high level knowledge of the products and processes supported by Paychex Insurance Agency, Inc. Provide customer service and support to both internal and external clients.
Utilizes multiple computer software applications in conjunction with carrier and bureau web-sites to perform their job duties. Internal systems to include HRIS, WebORS, Core Advanced Payroll Application, and other Microsoft Access databases in order to ensure the proper set up of new insurance policies and to respond to all client inquiries.
Review and return any incomplete file to the proper sales producer to make the necessary corrections and ensure that the file has meet all compliance standards for completeness.
Initiates timely setup of confidential client information and process all documentation related to setup and maintenance of new or existing accounts for Workers? Compensation and other insurance lines.
Responsible for meeting department quality and productivity standards relative to data input and established timelines.
Responds to inbound inquiry calls or e-mails and places outbound calls or e-mails to clients, insurance partners, and other Paychex offices as required by the business unit in order to complete new account setup.
Researches and resolves product and service related issues from clients, and internal and external partners to ensure client satisfaction.
Maintains accurate recording of all internal and external communications used for the accurate and timely setup, service and maintenance of new or existing insurance accounts.
Demonstrates knowledge of the Workers? Compensation Payment Service Agreement and ensures new clients are meeting their obligations.
Request issuance of policies for specified carriers once review of file is complete and all guidelines have been met
1 year of experience in Customer service/insurance Related field. .
Demonstrates customer service skills.