Service Partner - Insurance Services, H&B - Onboarding

About the role

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex. Under a minimal level of guidance and direction, provides customer service for Paychex H&B clients. Ensures good customer relations are maintained and customer claims and complaints are resolved fairly, effectively and in accordance with Paychex policies and procedures. Proactively educates and informs clients, and initiates improvements based on client feedback. Has in-depth knowledge of at least one Paychex product. Solves complex problems; takes a new perspective on existing solutions. Acts as a resource for colleagues with less experience.

Responsibilities

• Cultivates strong relationships with clients and internal and external partners to deliver quality service
• Proactively identifies opportunities to enhance clients' service experience
• Maintains an advanced working knowledge of multiple Paychex products, as well as industry policies and procedures
• Identifies and implements opportunities for process improvements
• Demonstrates advanced skill level with systems and software packages, which may include HRIS, Salesforce, Flex, Core Advanced, and ORSS
• Serves as a mentor for less experienced teammates
• Documents all interactions and uses the information to improve service

Qualifications

• Bachelor's Degree - Preferred
• 3 years of experience in Insurance industry or Customer Service experience.
• Demonstrates customer service skills.
• 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.