Paychex Paychex Agency Specialist I in Rochester, New York

Provides customer service and support to both internal and external clients; responsible for the timely and accurate set-up, ongoing maintenance and support of client accounts for both H&B and COBRA. Maintains a knowledge of the products and services supported by the Agency. Ensures timely and accurate problem resolution in support of Agency client retention goals.

  • Initiating timely set up, process all documentation related to set up and maintenance of the client's account.

  • Researching and resolving product and service issues from the field and our clients. Responsible for the accuracy and integrity of clients' financial and insurance transactions.

  • Establishing, managing and maintaining positive and professional relationships with Paychex, insurance carriers and all external and internal partners.

  • Responding to inbound calls and places outbound calls as required by the business unit. Maintains accurate recording of all internal and external communication.

  • Maintaining documents and records to ensure compliance with all applicable state and federal insurance regulations.

  • Providing necessary documentation to state and federal insurance agencies as well as our insurance partners.

  • Utilizing multiple computer software applications in conjunction with carrier and bureau web-sites, internal systems to include HRIS, and ORS in order to respond to all client inquiries.

  • Performing data input, maintaining strong prioritization and organizational skills and professional communications.

  • Participating in product related projects or training sessions, as required.