Paychex Insurance Agency Work Values

Daily Duties at Paychex Insurance Agency:

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 such as payroll and HR Services 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. Create and design personalized Benefit Guide Kits and enrollment materials for employees, create excel rate sheets and deduction reports

What they like about Paychex Insurance Agency:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

excel, word, Management, Account Manager, ADA, Ada Programming Language, Audit, Benefit Plans, ERISA, Insurance

Skills

Full Cycle Benefits Management, Management, Account Manager, ADA, Ada Programming Language, Audit, Benefit Plans, ERISA, Insurance

These are some of the questions we asked our climbers about their experiences with Paychex Insurance Agency: