Account Manager - Field
- Employer
- Paychex
- Location
- Nashville, Tennessee
- Salary
- Not specified
- Posted
- Sep 28, 2018
- Closes
- Dec 20, 2018
- Category
- Customer Service, Sales
- Job Type
- Not Specified
- Career Level
- Experienced (Non-Manager)
Field Major Account Manager Insurance OperationsTN, Nashville, Nashville OfficeINS-18-00175
Description
- Initiates regularly scheduled proactive relationship calls with clients providing updates on relevant insurance specific topics, administrative services, and to assess clients current needs.
- Initiates consultative 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 or as requested by client off cycle.
- 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 policy holder 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 to meet set expectations.
- 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 expert knowledge of related products including HRO, BeneTrac, Section125, COBRA and Workers Compensation.
- Develops and maintains expert knowledge of industry trends, product offerings, and legislative and compliance changes.
Requirements
- Bachelor's Degree - Preferred
- 3 years of experience in Insurance industry, Sales or Customer Service experience.
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