Implementation Coordinator - Health & Benefit
Company: Paychex
Location: Rochester
Posted on: March 17, 2023
Job Description:
Overview
Under a minimal level of guidance and direction, provides customer
service for multiple Paychex products. Ensures good customer
relations are maintained and customer claims and complaints are
resolved fairly, effectively and in accordance with Paychex
policies and procedures. Proactively educates and informs clients,
and initiates improvements based on client feedback. Has in-depth
knowledge of at least one Paychex product. Solves complex problems;
takes a new perspective on existing solutions. Acts as a resource
for colleagues with less experience.
Responsibilities
Acts as a liaison and partners with
H&B inside and field sales reps concerning newly incoming
clients to the Paychex Insurance Agency.Supports a high volume of
on boarding transactions, incoming cases and client support.Acts as
primary contact for clients during the onboarding process and
reviews timelines of installation with clients.Develops and
maintains a high degree of insurance and Paychex/Paychex Insurance
Agency knowledge to ensure client satisfaction. Knowledge to
include COBRA, payroll deductions/connection, insurance/policy
design and carrier navigation.Follows up with clients on missing
information and track all other necessary documentation to ensure
all appropriate documentation is gathered and to successfully setup
a client on Paychex Insurance Agency services.Receives inbound data
/ communications and initiates outbound communication of service
and insurance inquiries in order to ensure that all parties are
kept up to date and processes are being maintained.Meets and/or
exceeds established productivity and quality standards.Provides
insurance quotes for newly on-boarded clients undergoing
renewal.Answers client questions regarding insurance plan design,
setup process, ongoing service model and Paychex processes.Works
with insurance carriers to ensure timely processing of new
insurance plans, or agent of record changes.Evaluates daily
processes and procedures and suggests improvements to increase
client satisfaction and efficiency.
Qualifications
3 years of experience in Insurance
industry or Customer Service experience.Demonstrates customer
service skills.Life Accident and Health license is preferred -
Life, Accident and Health must be obtained within 90 days of
employment.
Keywords: Paychex, Rochester , Implementation Coordinator - Health & Benefit, Healthcare , Rochester, New York
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