West Henrietta, NY Search Results /

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

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

Paychex
Base Salary Yes (amount not posted)
Total Comp: NA
Quick Apply Save
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
Rate this company

Sign In to rate this company

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)