Manager, PIA Operations and Client Onboarding

Overview

Manages, monitors and directs all activities, workflow and transactional management associated with the implementation and new client setup teams related to new business insurance clients within the Paychex agency.

Oversees the successful on boarding of clients to the Health and Benefits organization to help ensure sales incoming quota projections are achieved, and Operations client retention met.

Responsibilities Communicates expectations to the Implementation Supervisors and New Client Setup Supervisors and reviews progress on a quarterly basis to ensure the department is meeting budget and operational priorities.

Ensures client satisfaction is met through managing client onboarding from the initial sale through hand-off to the Regional Account Manager.

Collaborate with sales’ District and Region Managers to identify and assist in meeting of sales projections, as well as ensuring clients receive an exceptional onboarding experience.

Partners with other H&B Operations leaders to ensure the delivery of a seamless setup and transition to the account manager to help assist in achievement of retention targets.

Assists in the establishment of policies and implements all policies and procedures relating to the workflow of the assigned team to ensure timely and accurate service.

Ensures product and department integrity by maintaining compliance with state, federal and insurance carrier guidelines, as well as standards set forth within the Agency, and HRS.

Maintains and fosters carrier relationships, including General Agents, to ensure prompt and efficient service to client teams based on follow-up and issue resolution needs.

Works with Agency Compliance, carriers and Paychex Legal to ensure Federal / State regulation compliance is achieved and strategic business decisions are implemented.

Researches and proposes enhancements to existing products’ operational processes to create efficiencies and maintain service levels.

Develops and maintains relationships with agency Sales, Premier, MMS, Product Management, Operations, IT and Accounting partners to ensure optimal service to clients with minimal breakdowns between internal Paychex teams.

Reviews business processes to ensure accuracy, efficiency in productivity measures and adherence to internal and external client service level standards, as well as recommends the necessary changes to maintain a competitive advantage.

Recruits, selects, hires and evaluates performance of personnel to ensure all department needs are handled appropriately.

Counsels and develops staff for personal and corporate advancement through career development, training programs and other resources as required for professional advancement.

Prepares the capital and operating budgets for the cost center(s) and analyzes interdepartmental reports as they relate to the cost center(s).

Achieves cost center projections through labor expense and administrative expense controls. Life, Accident and Health must be obtained within 90 days of employment.

Qualifications Bachelor's Degree - Preferred 7 years of experience in Related field. 3 years of experience in Supervisory experience, or the equivalent education and experience.

Relevant Insurance License This role requires you to be eligible for applicable insurance licensing in all 50 states, which may involve an enhanced background check.

If you are not currently licensed, you will be required to obtain the necessary insurance license(s) within 90 calendar days of your official start date.

Failure to obtain the required license(s) within 90 days of your start date and to maintain eligibility throughout the duration of your employment may result in corrective action, up to and including termination of employment.

Paychex Insurance Agency, Inc. (PIA) will cover the cost of up to two (2) attempts to pass a state insurance licensing exam including exam materials and testing fee.

The cost of any additional attempts will be at the expense of the individual employee. If an individual is hired by PIA with an active and current license(s), that employee will be responsible for the timely updating and / or verifying of any changes that may have occurred with their state license(s) prior to their start date at PIA.

This includes any state of residence changes, e-mail changes, mailing address changes or name changes. - Required Compensation In the spirit of pay transparency, we are excited to share that the starting base pay range for this position $77,572 - $121,000 .

Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position.

If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and / or experience which may result in total compensation outside of this range.