PIA Major Account Manager

Company: Paychex
Location: Phoenix
Posted on: November 20, 2023

Job Description:

OverviewActs as a dedicated account manager, licensed agent, 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.Responsibilities

• 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.
• must have Life, Accident and Health license Qualifications
  • Bachelor's Degree - Preferred
  • 5 years of group life, medical experience in Insurance industry, Sales or Customer Service experience.
  • Life Accident and Health license is required
  • Able to support/service East Coast client (EST) 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 start date at PIA. This includes any state of residence changes, e-mail changes, mailing address changes or name changes.

Keywords: Paychex, Phoenix , PIA Major Account Manager, Executive , Phoenix, Arizona