PEO Benefits Account Manager

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we’re combining innovative technology, data‑driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you’ll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex. Overview Acts as a dedicated account manager, licensed broker, and internal liaison for a specific ‘book of business’ that is based on revenue and/or enrollment. Meets or exceeds set expectations around customer service delivery and client retention goals. Provides client with the most consultative and thorough service experience including onboarding, proactive consultative/relationship activities and renewal to ensure plan design meets the client’s cost and benefit objectives. Responsibilities Initiates calls with clients providing updates on relevant insurance specific topics, administrative services, and to assess clients current needs Initiates calls to client to assess underwriting exposures prior to policy renewal Provides creative plan designs to clients from current and alternate carriers during each client renewal Utilizes knowledge of carrier and state underwriting guidelines to guide client toward the best possible option within the Paychex Agency’s administrative capabilities Moves existing policies to alternative carriers to assist client in achievement of benefit and premium objectives Works as a liaison between client and Insurance Carrier/GA 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 Up sells and/or resells ancillary products Responsible for establishing and maintaining ongoing client relationships, overall client satisfaction, and client retention Responsible for meeting basic service level goals including response time and quality standards Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals Develops and maintains working knowledge of related products including PEO Master Plan, HRO, Section125, COBRA and Workers Compensation Qualifications Bachelor’s Degree - Preferred 1 year of experience in Insurance industry, Sales or Customer Service Life Accident and Health license. Life, Accident and Health must be obtained within 90 days of employment - Required Compensation In the spirit of pay transparency, we are excited to share that the starting base pay for this position is $20.22–$30.86 hourly + bonus. Please keep in mind that this is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. Live the Paychex Values Act with uncompromising integrity. Provide outstanding service and build trusted relationships. Drive innovation in our products and services and continually improve our processes. Work in partnership and support each other. Be personally accountable and deliver on commitments. Treat each other with respect and dignity. What’s in it for you? We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k)+employer match, adoption assistance, financial assistance, and much more. From paid time off to company holidays, culture days, and comprehensive work‑life balance programs, we will ensure you have the flexibility you need to be your best. Our award‑winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career. Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard. We offer paid time off for volunteerism and promote many company‑wide and local initiatives that benefit organizations you care about. Note: The benefits described apply to full‑time employees. Benefits for part‑time, contract, and intern roles may vary. Not sure if you meet every requirement? At Paychex, we know that great talent comes in many forms. If you’re passionate about the role but don’t check every box, we still encourage you to apply. You might be the right fit – either for this position or another opportunity with us. Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment. #J-18808-Ljbffr Segment (Twilio)