Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.
Overview
Meet or exceeds set expectations as a dedicated account manager, licensed broker, and internal liaison for a specific 'book of business' that is based on revenue and/or enrollment. Account Manager II helps create bonds with Paychex customers and will fuel customer success, retention, growth, and customer advocacy. This role generates value for our customers by helping them develop strategies to onboard, adopt, and successfully utilize Paychex products to achieve their desired outcomes. The results of an Account Manager II efforts should lead to healthy, adopted, referenceable customers that achieve value-based outcomes and are eager to expand their use of Paychex Insurance Agency products across their organization.
Responsibilities
Proactively understanding client benefit offering and making recommendations through creative plan designs and carrier negotiations to help clients make informed decisions on their benefit decisions.
Using telephone conversations to drive client growth through increased employee participation and enhancing benefits package with additional lines of coverage during renewal. Ensuring each client has the best products that lowers their risk to loss and is provided a high-level quality of customer service to compliment those products.
Responsible for achieving client retention targets for assigned portfolio in alignment with the Agency's financial objectives by maintaining service quality standards, including response times and urgent enrollment processes. Utilizes Salesforce to assess potential risks within the client portfolio, devising and implementing strategic action plans aimed at client retention. Serves as an intermediary between the policyholder, Insurance Carrier/General Agent, and internal stakeholders to guarantee delivery of superior customer service.
Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals, and meeting service level goals including response time and quality standards.
Holding virtual or onsite open enrollment meetings to increase employee participation and drive revenue growth.
Educating client on how to use and gain benefits from BenAdmin and insurance product(s). Educating client employees during annual enrollment on how to use and gain benefits from BenAdmin and insurance products.
Maintain strong relationships with sales and implementation partners to effectively transition clients from sales to service. As well as mentoring high potential and newly hired Account Managers.
Maintain state specific insurance industry and ACA compliance knowledge using internal and external knowledge resources. Including annual mandatory CE credits.
Qualifications
Bachelor's Degree - Preferred
3 years of experience in Health benefits insurance product knowledge to advise clients accurately and tailor fit to their needs.
Relevant Insurance License This role requires you to be eligible for applicable insurance licensing in all 50 states, which may involve an enhanced background check. If you are not currently licensed, you will be required to obtain the necessary insurance license(s) within 90 calendar days of your official start date. Failure to obtain the required license(s) within 90 days of your start date and to maintain eligibility throughout the duration of your employment may result in corrective action, up to and including termination of employment. Paychex Insurance Agency, Inc. (PIA) will cover the cost of up to two (2) attempts to pass a state insurance licensing exam including exam materials and testing fee. The cost of any additional attempts will be at the expense of the individual employee. If an individual is hired by PIA with an active and current license(s), that employee will be responsible for the timely updating and/or verifying of any changes that may have occurred with their state license(s) prior to their start date at PIA. This includes any state of residence changes, e-mail changes, mailing address changes or name changes. - Required
Interpersonal Communications - Required
Customer Service - Required
Customer Relationship Management - Required
Customer Retention - Required
Trustworthiness - Required
Live the Paychex Values
Act with uncompromising integrity.
Provide outstanding service and build trusted relationships.
Drive innovation in our products and services and continually improve our processes.
Work in partnership and support each other.
Be personally accountable and deliver on commitments.
Treat each other with respect and dignity.
What's in it for you?
We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.
Not sure if you meet every requirement?
At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.
Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.
