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Paychex · 21 hours ago

Sr Benefit Advisor - Service

United States

Contract

Remote

Senior Level

$81K/yr - $115K/yr

5+ years exp

Paychex has been a leader in simplifying HR, payroll, and benefits for American businesses since 1971. The Sr Benefit Advisor - Service serves as a point of contact for clients, providing expert guidance on employee benefit programs and driving participation in MPP plans while ensuring client satisfaction during the renewal process.

AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware

Responsibilities

Builds partnerships with Enterprise Relationship Managers, Human Resource Professionals, Benefit Specialty Group, Benefit Service team, Client Advocates, Underwriting, Paychex Insurance Agency, and other key stakeholders who are critical in the renewal, quotes, and servicing of medical benefits for PEO clients

Is a subject matter expert on all PEO master plans, open market options, and the onboarding requirements for both options

Conducts scheduled calls to review retention achievement

Analyzes and reviews benefit strategy with clients and partners, presents renewal and/or comparisons, and makes plan recommendations

Actively works with key stakeholders to drive increased participation in MPP throughout the year as PIA renewals or opportunity is available

Conducts follow up with clients until final decision is made (both open market and master candidates)

Maintains an active Life and Health license in resident state and non-resident licenses in assigned states within territory

Expedites the resolution of client problems or complaints during renewal to ensure client satisfaction and that issues are handled properly

Conducts training for HRPB's and CSO's to help support master plan benefit renewals

Presents benefit changes and new products during the annual Benefits Conference in preparation for Annual Enrollment season; assist when needed with open market solutions to Tier 3 and 4 clients

Expertise in ClientSpace, SalesForce, and Flex/ Prism system requirements

Attend Enterprise renewal meetings with HRBP and other key stakeholders as needed to support

Completes and submits accurate business reporting by agreed upon dates set by Management to ensure information is provided timely

Qualification

Health insurance experiencePEO experienceRelevant Insurance LicenseClientSpace proficiencySalesForce proficiencyFlex/Prism system knowledgeConsultative customer serviceTraining skillsCommunication skills

Required

5 years of experience in Health insurance or PEO experience in sales, benefits, service or agency

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

Health license in resident state