Home
/
Account Management
/
PIA Account Manager II
PIA Account Manager II-March 2024
Rochester
Mar 20, 2025
About PIA Account Manager II

  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 calls with clients providing updates on relevant insurance specific topics, administrative services, and to assess clients current needs.Initiates 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. Utilizes knowledge of carrier and state underwriting guidelines to guide client toward the best possible option within the Paychex Agency's administrative capabilities.Supports larger clients relative to the Account Manager position and conducts occasional travel (15% -20%) to visit and consult largest clients with the book of business.Responsible for establishing and maintaining ongoing client relationships, overall client satisfaction, and client retention.Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals. Responsible for meeting basic service level goals including response time and quality standards.Moves existing policies to alternative carriers to assist client in achievement of benefit and premium objectives.Mentors new and existing Account Representatives and Account Managers within H&B. Conducts training for other members of H&B on carrier and insurance product specifics.Works as a liaison between client 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.Leads process improvement efforts within the Paychex Insurance Agency.Develops and maintains working knowledge of related products including HRO, BeneTrac, Section125, COBRA and Workers Compensation.Other duties as assigned to support the general purpose of the position's function.Life, Accident and Health must be obtained within 90 days of employment.

  Qualifications

  Bachelor's Degree - Preferred3 years of experience in Insurance industry, Sales or Customer Service experience, or the equivalent combination of education and experience.Relevant Insurance License 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 their start date at PIA. This includes any state of residence changes, e-mail changes, mailing address changes or name changes. - Required

  Compensation

  In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $51,650 - $81,165 a year. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
UPCOMING: Strategic Account Manager
This job is opening soon. We invite you to express your interest ahead of time so that our recruiting team can begin reviewing your background. SoundHound AI believes every person should be able to i
Customer Success Manager II, Strategic Accounts (Remote Eligible)
Smartsheet is looking for a Customer Success Manager to manage a set of large strategic accounts and improve customer satisfaction, application engagement, customer retention, and growth. You will be
Client Account Manager
Description About Pinterest: Millions of people across the world come to Pinterest to find new ideas every day. It's where they get inspiration, dream about new possibilities and plan for what matter
Head, SMA Personal Account Management
The Role The SMA business within Lord Abbett is growing and we are seeking a unique individual to join as the Head of SMA Personal Account Management. The SMA Personal Account Management Team is a ve
Agent Experience Manager
At Compass, our mission is to help everyone find their place in the world. Founded in 2012, we’re revolutionizing the real estate industry with our end-to-end platform that empowers residential real
Account Manager
Job Description: When you join Dow Jones, you become part of one of the most dynamic, creative and savvy news and information companies in the world. As a global leader in news and business intellige
Risk Compliance & Governance Lead
Role Purpose The purpose of the role is to lead and manage securityrequirements and recommend specific improvement measures that helpsmaintain the Security posture of organisation Do Lead Risk and Co
Customer Success Manager (French Speaking)
Taskrabbit will never use text or chat applications to conduct interviews. We have a thoughtful and interactive interview process that includes an initial recruiter phone screen and several video-bas
Salesforce Administrator (Remote)
Department: Sales, Marketing and Customer Solutions (SMCS) Reports To: Associate Director, Marketing Operations / Senior Director of Digital and Data Operations Job Type: Full Time Salary: $90,000 -
Automotive Claims Adjuster - Chesterfield, MO
The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be 
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved