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Client Relations Specialist
2 months ago
In this role, you will provide exceptional support for Paychex Health & Benefit clients with minimal supervision.
Your primary focus will be to maintain positive client relationships while effectively resolving claims and complaints in line with Paychex policies and procedures.
You will take the initiative to educate clients and implement enhancements based on their feedback. Your expertise in at least one Paychex product will be crucial as you tackle complex challenges and offer fresh perspectives on existing solutions. You will also serve as a resource for less experienced colleagues.Key Responsibilities
Act as a key liaison between Health & Benefits and field sales representatives regarding new clients joining the Paychex Insurance Agency.
You will manage a high volume of onboarding transactions, incoming inquiries, and client support requests.Serve as the primary contact for clients throughout the onboarding journey, ensuring timely communication regarding installation timelines.
Develop and uphold a comprehensive understanding of insurance products and Paychex services to guarantee client satisfaction. This knowledge should encompass COBRA, payroll deductions, insurance policy design, and carrier navigation.
Proactively follow up with clients to gather missing information and track essential documentation for successful client setup on Paychex Insurance Agency services.
Handle inbound communications and initiate outbound correspondence regarding service and insurance inquiries, ensuring all parties remain informed and processes are maintained.
Strive to meet or exceed established productivity and quality benchmarks.Provide insurance quotes for newly onboarded clients during renewal periods.
Address client inquiries related to insurance plan design, setup processes, ongoing service models, and Paychex procedures.
Collaborate with insurance carriers to ensure the prompt processing of new insurance plans or changes in the agent of record.
Continuously evaluate daily operations and suggest enhancements to boost client satisfaction and efficiency.
Obtain Life, Accident, and Health licenses within 90 days of employment.
Qualifications
Bachelor's Degree preferred.
A minimum of 3 years of experience in the insurance sector or customer service.
Demonstrated proficiency in customer service skills.
Life, Accident, and Health licenses must be acquired within 90 days of employment.
Compensation
We are pleased to share that the starting base pay range for this position is $19.64-$30.86/hr.
This range reflects the base pay only and does not account for other components that contribute to the total rewards package for the role.
Your overall compensation will be influenced by factors such as geographic location, skills, education, and experience, which may result in total compensation outside of this range.
