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About the Role

Supervises, monitors, and directs all activities, workflow, and transactional management of a Regional Operations team of account representatives and account managers within the health & benefits team in the Paychex insurance agency. Responsible for revenue growth to an allocated book of business and provides direct supervision for exempt and non-exempt staff in an account management environment.

Responsibilities

Responsible for all activities associated with growing a specified book of business (Tier 1 and Tier 2 clients), geographically focused accounting for more than $2 million in annual revenue.
Responsible for client retention targets along with onboarding new clients, annually renewing existing clients and expanding/growing revenue through increased product line penetration.
Develops and maintains relationships with H&B sales, HR Solutions, MMS, Product Management, Operations, IT and Accounting partners to ensure optimal service to clients with minimal breakdowns between internal Paychex teams.
Supports ongoing relationship/process flow and improvement efforts with H&B sales districts and H&B operational regions.
Maintains and fosters carrier relationships, including General Agents, to ensure prompt and efficient service to their assigned client team based on follow-up and issue resolution needs.
Ensures the team meets and/or exceeds established productivity and quality standards.
Communicates expectations to the team members and reviews processes on an ongoing basis to ensure team is meeting operational priorities.
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.
Maintains compliance with state, federal and insurance carrier guidelines, as well as standards set forth within the Agency, and HRS to ensure product and team (unit) integrity.
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.
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.
Assists Agency management to achieve budgeted projections through labor expense and administrative expense controls.

Requirements

Bachelor's Degree
2 years of experience in Leadership experience.
3 years of experience in Related field.
Relevant Insurance License
Must be eligible for applicable insurance licensing in all 50 states, which may involve an enhanced background check.
If not currently licensed, must obtain the necessary insurance license(s) within 90 calendar days of the official start date.
Failure to obtain the required license(s) within 90 days of start date and to maintain eligibility throughout 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.

Skills

Communication
Management
Customer Service
Leadership
Coaching
Auditing
Quality Improvement
Continuous Improvement Process
Quality Monitoring
Continuous Quality Improvement (CQI)
Lean Principles
Clinical Leadership
Performance Management
Call Center Experience
Marketing

Experience Level

2 years of experience in Leadership experience.
3 years of experience in Related field.

Education Level

Bachelor's Degree

Salary/Compensations

$54,800.00/Yr. - $86,100.00/Yr.

Benefits

Medical coverage
Virtual wellness classes
Tuition reimbursement
401(k) + employer match
Adoption assistance
Financial assistance
Paid time off
Company holidays
Culture days
Comprehensive work-life balance programs
Award-winning training and development programs
Paid time off for volunteerism

About the Company

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform.
As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes.
This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work.
At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.

Equal Opportunity

Paychex is an equal opportunity employer.
We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit.
We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.