Account Manager I - Spending Accounts & COBRA (TPA/COBRA)

Job Description

Job Description

Description:

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.

Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.

Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!

In-Office: This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

The Account Manager I - Spending Accounts & COBRA (TPA/COBRA) is pivotal in resolving client payroll and HR system challenges while fostering exceptional customer relationships through fundamental technical expertise. Th Account Manager I - Spending Accounts & COBRA (TPA/COBRA delivers outstanding customer service by effectively utilizing available resources and prioritizing issues. The role involves meeting performance metrics through inbound and outbound interactions, including phone conversations, Zoom meetings, and email exchanges. Serving as the primary point of contact within a dedicated client support team, the Account Manager I assumes full responsibility for maintaining and enhancing client relationships.

Primary Responsibilities

Responsibilities:

• Issue Resolution - Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and escalate when necessary.
• Client Focus - Champion clients' interests, delivering clear and effective resolutions. Collaborate with internal technical experts to provide optimal solutions.
• Timely Solution Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call & case resolution, minimal escalations, and high client retention & satisfaction.
• Leverage Resources - Appropriately leverage resources to source and validate answers, document issues while adhering to payroll policies, and ensure seamless client support. Embrace feedback and adopt behaviors as needed.
• System Capabilities - Ability to navigate systems and maintain advanced knowledge in Paylocity Products and Partners.
• Team Player - The ability to work cross-functionally, contribute to collective goals, and share insights. Fosters a cohesive and productive work environment.

Expectations:

• Dependability/Follow -Up - Proficiently multitask, respond promptly, and ensure timely follow-up while maintaining deadlines.
• Problem Solve - Apply critical thinking and problem-solving skills to troubleshoot and resolve client questions. Administers technical and non-technical support to clients.
• Communication: Exhibit professional written and verbal communication consistently with internal and external stakeholders.
• Knowledge & Resourcefulness - Determines the scope of client requirements. Mentors new employees and level I's while efficiently maintaining workload. Ability to effectively utilize internal resources and resolve issues to ensure minimal escalations and maintain a positive customer experience.
• Optimizing Products - Achieves objectives by gathering pertinent data; identifying and evaluating options; recommending and executing a course of action- supporting that change until client confirmation. Being the product expert while being current on product releases and mandatory training.

Education and Experience:

Required

• Bachelor's degree required.
• Experience in customer service or retail industry
• Strong computer skills, including Microsoft Office 
• Strong written and verbal communication skills 
• Strong team player with attention to detail
• Essential Skills - Analytical thinking, problem solving, time management, communication and decision-making

Preferred

• Experience with setup and management of Tax Advantaged Plans (FSA, HSA, HRA, Commuter) and COBRA
• Experience in account management, customer service, or a similar role, with a proven ability to handle multiple complex projects and cases.
• FCS (Flexible Compensation Specialist) or CCS (Certified Consumer Specialist) certification.
• Bachelor’s Degree
• Self-starter with the ability to handle full portfolio of clients.

Physical requirements

• Ability to sit for extended periods - The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
• Use of computer and phone systems - The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact View email address on ziprecruiter.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The base pay range for this position is $25/hour; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via