Customer Service Representative - Agency Specialist

2 days left

Rochester, New York (US)
Not specified
Sep 28, 2018
Dec 20, 2018
Job Type
Not Specified

Paychex Agency Specialist I

Insurance Operations

NY, Rochester, Rochester Sawgrass Office




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.


  • Associate's Degree in Management, Business, Finance
  • 1 year of experience in Insurance Related field.

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