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Now Hiring - 401(k) Strategic Accounts Sr Account Manager in West Henrietta, NY

401(k) Strategic Accounts Sr Account Manager in West Henrietta, NY

Paychex
Base Salary Yes (amount not posted)
Total Comp: NA
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Qualifications Years In Sales
Industry: Insurance
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Insurance Carriers
To Whom Insurance
Location: West Henrietta, NY
0
Overview:
Acts as the primary contact for Strategic Accounts 401(k) clients regarding all retirement products.
Responsibilities:
  • Acts as the primary contact for Strategic Accounts 401(k) clients regarding all retirement products to ensure consistent quality service. Proactively communicates with client on a quarterly basis regarding status, questions, and time lines.
  • Partners with operational groups to maintain clients' plans.
  • Prepares and reviews client forms prior to delivery to ensure accuracy of product produced.
  • Provides training to explain reports and product features.
  • Develops and maintains knowledge of account structures, services, and specific processes for assigned clients.
  • Reviews plan designs to ensure client satisfaction.
  • Establishes and maintains partnerships with Sales and other internal partners to ensure client needs are met.
  • Communicates with outside parties, including CPAs, Financial Advisors, Attorneys, Auditors, and third-party vendors.
  • Develops and maintains knowledge of IRS and ERISA regulations to provide optimal service and technical guidance regarding plan maintenance and to ensure plan compliance with all regulations.
  • Identifies and coordinates customized client service needs, including plan design and documentation exceptions.
  • Conducts client visits to maintain and strengthen relationships.
  • Conducts web seminar meetings with clients and their employees to encourage maximum employee 401(k) plan participation.
  • Acts as a point of contact for Financial Advisors.
Qualifications:
  • Bachelor's Degree - Preferred
  • 3 years of experience in Related field.
  • Demonstrates problem solving skills.
  • Demonstrates written communication skills.
  • Strong verbal communication and listening skills.
  • Demonstrates customer service skills.
  • Effective interpersonal skills.
  • Articulate and responsive to colleagues.
  • Ability to build strong customer relationships.
  • Ability to simultaneously handle multiple priorities.
  • Assumes personal responsibility for actions.
  • Demonstrates excellent judgment and decision making skills.
  • Ability to work within tight timeframes and meet strict deadlines.
  • QKA or higher - Preferred
Paychex
Company Size
10000+ Employees
Founded
They Sell
Insurance Carriers
To Whom
Insurance
Website
www.paychex.com
Revenue
$25 to $100 million (USD)

Paychex is currently hiring for 62 sales positions
Paychex has openings in: VA, AL, IN, MA, OH, MD, ID, GA, KY, SC, IA, OK, CA, FL, NY, MO, WI, NC, TN, CO, TX, NV, PA, WA, MN, NE, & AZ
The average salary at Paychex is:

62 Yes (amount not posted)

Paychex
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Paychex

Paychex is currently hiring for 62 sales positions
Paychex has openings in: VA, AL, IN, MA, OH, MD, ID, GA, KY, SC, IA, OK, CA, FL, NY, MO, WI, NC, TN, CO, TX, NV, PA, WA, MN, NE, & AZ
The average salary at Paychex is:

62 Yes (amount not posted)