PEO Benefits Specialist III

Paychex•May reside in any Paychex location, UNAVAILABLE

About The Position

Provides an elevated degree of support to clients and their employees, including setup, ongoing processing, maintenance, and support of client accounts. The role also supports leadership and serves as a resource to PEO benefit specialists, the business unit, and other areas within Paychex. It requires comprehensive knowledge of the PEO Health & Benefits portfolio, related systems and processes, and carrier partners.

Requirements

High school diploma.
Three years of customer service experience.
One year of experience as a Benefits Specialist II.

Responsibilities

Provide customer service to clients, employees, and field partners by phone, fax, and email.
Enter data, prioritize and organize work, and communicate professionally.
Meet or exceed management's minimum processing quantity and quality standards.
Research and resolve complex product and service issues, respond accurately and promptly, and document information in Client Space.
Address customer concerns, notify management of critical situations, and implement appropriate solutions for customers and Paychex.
Maintain knowledge of the PEO Health & Benefits portfolio, related systems and processes, and carrier partners.
Develop problem-resolution techniques and recommend improvements to the team and management.
Guide clients and employees on product offerings, including setup and use of Health & Benefits online, to support client retention.
Stay informed about product, regulatory, policy, and industry changes and follow applicable departmental processes and company guidelines.
Obtain and maintain documentation to meet applicable state and federal requirements, including Paychex Section 125 plan requirements.
Research and correct errors identified in audit reports, financial reconciliations, and data integrity files.
Work with Health & Benefits carriers to address customer needs, carrier discrepancy files, and emergency enrollments.
Assist PEO benefit specialists with higher-level problems and act as a resource for the business unit and other Paychex teams.
Build and maintain effective working relationships with internal and external partners.
Identify and evaluate product-related problems and daily processes, then provide feedback, solutions, and alternatives to prevent future issues.
Participate in special projects, run reports, and take part in user acceptance testing and training sessions as needed.
Provide guidance in team chats.
Support client onboarding.
Support Team Leads and Analysts as needed.