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Commercial Lines Account Representative

Paychex

Paychex

Commercial Lines Account Representative

Rochester, NY
Full Time
Paid
  • Responsibilities

    Acts as a licensed commercial lines insurance agent and internal liaison for a specific book of business based on incoming client requests within certain premium levels and completes certain proactive retention efforts as assigned. Meets or exceeds expectations for customer service including administrative services and renewal activities.

    • Responsible for overall client satisfaction and client retention through incoming client service requests and carrier notifications.
    • Collects underwriting information from external clients as necessary to obtain insurance quotes from current and alternate carriers.
    • Moves existing policies to alternative carriers to assist client in achievement of benefit and premium objectives.
    • Works as a liaison between policy holder, National Account representative, IA, or CPA and the Insurance Carrier 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.
    • Responsible for meeting basic service level expectations including response time and quality standards.
    • Develops and maintains functional knowledge of industry trends, product offerings, and legislative and compliance changes.
    • Assesses the clients insurance needs to refer appropriate commercial insurance products to Sales partners according to set expectations.
    • Develops and maintains functional knowledge of payroll products, reporting, and billing activities.
    • Responsible for meeting client retention goals in support of Agency financial goals.
  • Qualifications
    • Bachelor's Degree - Required
    • 3 years of experience in the Commercial Insurance industry.
    • Property and Casualty license Property and Casualty insurance license is required. Employees' hired into this position without the P&C license are required to obtain the P&C license within 90 days of employment. - Required
  • Industry
    Human Resources
  • About Us

    Paychex, Inc. is a recognized leader in the payroll, human resource, and benefits outsourcing industry, with a steadfast commitment to success and a record of achievement.