Paychex Agency Specialist I
2 days ago
Responsibilities:
• Accurately process health insurance enrollments, terminations, changes, transfers, and waivers for our clients
• Collaborate with various insurance carriers to ensure timely and accurate enrollment of our clients into their insurance plans
• Navigate client websites, send emails, and make phone calls to insurance carriers when necessary to facilitate enrollments
• Provide service to our account management team who work directly with our clients
• Utilize computer programs such as HRIS, Salesforce, and Flock to enter critical client data and process client requests
• Meet and exceed monthly metrics regarding productivity and processing quality
• Foster strong relationships with our numerous insurance carrier partners
• Maintain accurate client records and handle any customer inquiries
• Monitor customer accounts and take appropriate action when necessary.• Proficiency in data entry with high attention to detail.
• Understanding of various policies and the ability to apply them in diverse scenarios.
• Ability to maintain quality standards in all tasks and projects.
• Experience working with websites, updating and managing content.
• Demonstrated productivity in a fast-paced environment.
• Ability to work effectively with partners and team members.
• Proficient in Microsoft Office Suites, including Word, Excel, PowerPoint, and Outlook.
• Experience in account management, preferably in an agency setting.
• Familiarity with the procedures and processes related to terminations.
• Solid computer skills, with the ability to learn new computer programs quickly.
• Knowledge of health insurance policies and procedures.
• Experience with HRIS systems.
• Familiarity with insurance carrier protocols.
• Understanding of various insurance plans.
• Experience with Paychex software is a plus.
• Ability to compile and analyze monthly metrics.
• Experience with Salesforce platform, managing and updating client information.
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