PIA Account Manager II

$81,165 - $81,165/Yr

Paychex - Rochester, NY

Full-time

Rochester, NY

Professional, Scientific, and Technical Services

About the position

The Account Manager position at Paychex involves acting as a dedicated account manager and licensed agent for a specific book of business, focusing on customer service delivery and client retention. The role requires proactive engagement with clients to ensure their insurance needs are met, including onboarding, renewals, and ongoing relationship management. The Account Manager is responsible for providing consultative services, creative plan designs, and maintaining high levels of client satisfaction while meeting retention goals.

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.
• 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.
• 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.

Requirements

• Bachelor's Degree - Preferred
• 3 years of experience in Insurance industry, Sales or Customer Service experience, or the equivalent combination of education and experience.
• Eligibility for applicable insurance licensing in all 50 states, which may involve an enhanced background check.

Benefits

• Paychex will cover the cost of up to two attempts to pass a state insurance licensing exam including exam materials and testing fee.