PIA Field Major Account Manager

Paychex   •  

Louisville, KY

Industry: Software


Less than 5 years

Posted 360 days ago


  • 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.


  • Bachelor's Degree.
  • 3 years of experience in Insurance industry, Sales or Customer Service experience.

Requisition #: INS-17-00200