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Now Hiring - Insurance PIA Major Account Manager in Rochester, NY
Insurance PIA Major Account Manager in Rochester, NY
Paychex, Inc
Base Salary Yes (amount not posted)
Total Comp: NA
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:
Rochester, NY
3.8
Overview:
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.
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.
- Bachelor's Degree - Preferred
- 3 years of experience in Insurance industry, Sales or Customer Service experience.
- Life Accident and Health license Life Accident and Health License is Required
Paychex, Inc
Company Size
10000+ Employees
10000+ Employees
Founded
They Sell
Insurance Carriers
Insurance Carriers
To Whom
Insurance
Insurance
Website
www.paychex.com
www.paychex.com
Revenue
$25 to $100 million (USD)
$25 to $100 million (USD)
Paychex, Inc
is currently hiring for
48
sales
positions
Paychex, Inc has openings in:
AZ,
FL,
CA,
OH,
AR,
KY,
TN,
WI,
PA,
RI,
MO,
NY,
NV,
NJ,
SC,
MA,
IN,
KS,
MD,
UT,
& NC
The average salary at Paychex, Inc is:
48 Yes (amount not posted)
Paychex, Inc
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Paychex, Inc
Paychex, Inc
is currently hiring for
48
sales
positions
Paychex, Inc has openings in:
AZ,
FL,
CA,
OH,
AR,
KY,
TN,
WI,
PA,
RI,
MO,
NY,
NV,
NJ,
SC,
MA,
IN,
KS,
MD,
UT,
& NC
The average salary at Paychex, Inc is:
48 Yes (amount not posted)