Service Partner - Insurance Services, H&B - Onboarding

About the role

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 ORS
• 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. 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.

Pay

In the spirit of pay transparency, the starting base pay range for this role will be disclosed upon further discussion. 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 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.

Benefits

• Medical coverage
• Virtual wellness classes
• Tuition reimbursement
• 401(k) + employer match
• Adoption assistance
• Financial assistance
• Paid time off and company holidays
• Culture days and comprehensive work-life balance programs
• Award-winning training and development programs
• Paid time off for volunteerism
• Company-wide and local initiatives that benefit organizations you care about

Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.