Acts as a licensed insurance agent and internal liaison for a specific book of business based on employee enrollment. Meets or exceeds expectations for customer service including on boarding, administrative services, and renewal activities.

• Provides insurance quotes to clients from current and alternate carriers during certain client renewals to validate that best possible options are presented to ensure client satisfaction and retention.
• Works as a liaison between policy holder and 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.
• Retain clients as outlined in yearly planning.
• Develops and maintains working knowledge of Section125, COBRA and Workers Compensation, etc.
• Responsible for meeting basic service level goals including response time and quality standards.
• Responsible for overall client satisfaction and client retention of assigned book of business.
• Obtains Life, Accident, and Health licensing within 90 days of employment.

• Bachelor's Degree - Preferred
• Previous experience in the Insurance industry, Sales or Customer Service.
• Life Accident and Health license - Required

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.