Service Partner - Insurance Services, P&C

Paychex•City of Rochester, NY

About The Position

Under minimal guidance and direction, the Service Partner provides customer service for multiple Paychex products and resolves customer claims and complaints fairly, effectively, and in accordance with company policies and procedures. The role proactively educates and informs clients, acts on client feedback to improve service, and requires in-depth knowledge of at least one Paychex product. The position handles complex problems, applies new perspectives to existing solutions, and serves as a resource for less experienced colleagues. The role requires eligibility for applicable insurance licensing in all 50 states. Employees who are not already licensed must obtain the required license or licenses within 90 calendar days of their official start date and maintain eligibility during employment. Paychex Insurance Agency, Inc. covers the cost of up to two attempts to pass a state insurance licensing exam, including exam materials and testing fees; additional attempts are at the employee's expense. Employees hired with active licenses are responsible for timely updates or verification of license information before starting at PIA. The starting base pay is USD $24.23 per hour. Actual compensation may vary based on geographic location, skills, education, and experience. Paychex describes a rewards package that includes medical coverage, virtual wellness classes, tuition reimbursement, a 401(k) with employer match, adoption assistance, financial assistance, paid time off, company holidays, culture days, work-life balance programs, training and development, and paid volunteer time. The benefits described apply to full-time employees.

Requirements

Must be eligible for applicable insurance licensing in all 50 states.
If not currently licensed, must obtain the required insurance license or licenses within 90 calendar days of the official start date and maintain eligibility throughout employment.
Employees hired with active and current licenses must timely update or verify license information and changes before their start date at Paychex Insurance Agency, Inc.

Nice To Haves

Bachelor's degree preferred.
Relevant insurance license.

Responsibilities

Cultivates strong relationships with clients and internal and external partners to deliver quality service.
Proactively identifies opportunities to enhance clients' service experience.
Maintains advanced working knowledge of multiple Paychex products, as well as industry policies and procedures.
Identifies and implements opportunities for process improvements.
Demonstrates advanced skill with systems and software packages, which may include HRIS, Salesforce, Flex, Core Advanced, and ORS.
Serves as a mentor for less experienced teammates.
Documents interactions and uses the information to improve service.
Provides customer service for multiple Paychex products and resolves customer claims and complaints fairly, effectively, and in accordance with company policies and procedures.
Proactively educates and informs clients and initiates improvements based on client feedback.