PIA Account Manager-

Thank you for applying! Please note that a recruiter may contact you not only for this position, but other positions that may align with your skills and interests. Please do not hesitate to apply

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.
Requirements

Thank you for applying! Please note that a recruiter may contact you not only for this position, but other positions that may align with your skills and interests. Please do not hesitate to apply
  • Bachelor's Degree - Preferred
  • 1 year of experience in Insurance industry, Sales or Customer Service.
  • Life Accident and Health license Life, Accident and Health must be obtained within 90 days of employment. - Preferred


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