Commercial Lines Account Manager

Acts as a dedicated commercial lines account manager, licensed agent, and internal liaison for a specific 'book of business' that is based on a defined premium amount. Meets or exceeds set expectations around customer service delivery and client retention goals. Provides client with consultation as requested and a managed service experience including proactive onboarding and renewal activities to ensure business insurance portfolio meets the client's cost and benefit objectives.

• Provides business insurance solutions to clients from current and alternate carriers during each client renewal or as requested by client off cycle.
• Initiates consultative calls to client to assess underwriting exposures prior to policy renewal.
• Initiates consultative calls to newly on boarded clients to assess the adequacy of underwriting, administrative services, and to assess client’s current needs have been met.
• Utilizes knowledge of carrier and state underwriting guidelines to guide client toward the best possible option within the Paychex Agency’s administrative capabilities.
• Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals.
• Works as a liaison between policy holder and Insurance Carrier/IA to ensure the highest level of customer service is provided
• Works as a liaison between internal Paychex departments to ensure the highest level of customer service across product lines.
• Refers ancillary products to Sales partners to meet set expectations.
• Responsible for meeting service level goals including response time and quality standards.
• Moves existing policies to alternative carriers to assist client in achievement of benefit and premium objectives.
• Develops and maintains functional knowledge of related product offerings including Safety and Loss, Paychex PEO, and Health and Benefits.
• Develops and maintains functional knowledge of industry trends, product offerings, and legislative and compliance changes.
• Other duties as assigned to support the general purpose of the position’s function.

• Bachelor's Degree - Required
• 5 years of experience in Commercial Insurance industry, Sales or Customer Service.
• 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
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• We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
• We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
• We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
• We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
• We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.

Not sure if you meet every requirement?

At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.

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.