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PIA Account Manager

Company: Paychex
Location: Rochester
Posted on: June 13, 2019

Job Description:

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.

Keywords: Paychex, Rochester , PIA Account Manager, Executive , Rochester, New York

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