PIA Field Major Account Manager - Paychex (Prospect)

Employment Type

: Full-Time

Industry

: Miscellaneous



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Description

  • Initiates regularly scheduled proactive relationship calls with clients providing updates on relevant insurance specific topics, administrative services, and to assess clients current needs.
  • Initiates consultative 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 or as requested by client off cycle.
  • 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 policy holder 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 to meet set expectations.
  • 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 expert knowledge of related products including HRO, BeneTrac, Section125, COBRA and Workers Compensation.
  • Develops and maintains expert knowledge of industry trends, product offerings, and legislative and compliance changes.
  • Life, Accident and Health must be obtained within 90 days of employment.
  • Requirements

  • Bachelor's Degree - Preferred
  • 3 years of experience in Insurance industry, Sales or Customer Service experience.
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  • Life Accident and Health license Life, Accident and Health must be obtained within 90 days of employment. - Preferred

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