Overview:

Under a significant level of guidance and direction, provides customer service for  Paychex Property & Casualty Insurance clients.  Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in accordance with Paychex policies and procedures.

Responsibilities:

Handles inbound calls and follow up about Property and Casualty Insurance policy questions/ inquiries.

Partners with team, insurance carriers, or other stakeholders to assist with P&C questions.

Provides education on P&C products, Paychex policies & procedures, or insurance guidelines & state regulations

Escalates tasks or documentation to other teams within the PIA 

Develops and maintains a basic working knowledge of Paychex products

Uses systems and software packages, which may include HRIS, Salesforce, Flex, Core Advanced, and ORS

Documents all interactions, performs data entry, maintains strong prioritization and organization

Qualifications:

Associate's Degree - Preferred

Experience in the insurance industry is preferred