Service Partner - Insurance Services, H&B - Onboarding

Paychex; Sarasota (FL); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Medical coverage

401(k) + employer match

Tuition reimbursement

Paid time off

Adoption assistance

Financial assistance

Job summary

Paychex in Florida is seeking a customer service professional to support H&B clients under minimal supervision. You will resolve claims, educate clients, and maintain strong relationships while leveraging Paychex products and industry policies. This role emphasizes proactive service and collaboration across teams.

The position requires a Bachelor's degree and insurance licensing eligibility in all states. You will mentor teammates, identify process improvements, and contribute to a high-quality

Qualifications

• 3 years of experience in Insurance industry or Customer Service experience.
• Demonstrates customer service skills.
• Bachelor's Degree preferred; licensure eligibility for insurance licenses in all 50 states.

Responsibilities

• Cultivates strong relationships with clients and internal and external partners to deliver quality service
• Proactively identifies opportunities to enhance clients' service experience
• Maintains an advanced working knowledge of multiple Paychex products, as well as industry policies and procedures
• Identifies and implements opportunities for process improvements
• Demonstrates advanced skill level with systems and software packages, which may include HRIS, Salesforce, Flex, Core Advanced, and ORS
• Serves as a mentor for less experienced teammates
• Documents all interactions and uses the information to improve service

Skills

Customer service

Insurance license

Bachelor's degree

Education

Bachelor's Degree

Tools

HRIS

Salesforce

Flex

Core Advanced

ORS

Job description

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.

Overview

Under a minimal level of guidance and direction, provides customer service for Paychex H&B clients. Ensures good customer relations are maintained and customer claims and complaints are resolved fairly, effectively and in accordance with Paychex policies and procedures. Proactively educates and informs clients, and initiates improvements based on client feedback. Has in-depth knowledge of at least one Paychex product. Solves complex problems; takes a new perspective on existing solutions. Acts as a resource for colleagues with less experience.

Responsibilities

• Cultivates strong relationships with clients and internal and external partners to deliver quality service
• Proactively identifies opportunities to enhance clients' service experience
• Maintains an advanced working knowledge of multiple Paychex products, as well as industry policies and procedures
• Identifies and implements opportunities for process improvements
• Demonstrates advanced skill level with systems and software packages, which may include HRIS, Salesforce, Flex, Core Advanced, and ORS
• Serves as a mentor for less experienced teammates
• Documents all interactions and uses the information to improve service

Qualifications

• Bachelor's Degree - Preferred
• 3 years of experience in Insurance industry or Customer Service experience. Demonstrates customer service skills.
• 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.

Compensation

In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is USD $24.23/hr. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

Live the Paychex Values

• Act with uncompromising integrity.
• Provide outstanding service and build trusted relationships.
• Drive innovation in our products and services and continually improve our processes.
• Work in partnership and support each other.
• Be personally accountable and deliver on commitments.
• Treat each other with respect and dignity.

What's in it for you?

• 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.

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.