Agency Specialist

Job Description

Description

Job Summary

Responsible for daily processing / data entry / validation of records and maintenance of new and existing insurance accounts
Provide customer service and support to both internal and external client
Initiates timely new account setup and process all documentation related to setup and maintenance of new or existing accounts for Workers
Compensation and other insurance lines
Responsible for meeting department quality and productivity standards relative to data input and established timelines
Maintains required documents and records to ensure compliance with all applicable state and federal insurance regulations
Provides necessary documentation to states and federal insurance agencies as well as our insurance partners as required
Responsible for the accuracy and integrity of the clients financial and insurance transactions to ensure client satisfaction
Responds to inbound inquiry calls or e-mails and places outbound calls or e-mails to clients insurance partners and other Paychex offices as required by the business unit in order to complete new account setup
Researches and resolves product and service related issues from clients and internal and external partners to ensure client satisfaction
Maintains accurate recording of all internal and external communications used for the accurate and timely setup service and maintenance of new or existing insurance accounts
Maintains positive and professional relationships with clients and internal and external partners to ensure client satisfaction
Utilizes multiple computer software applications in conjunction with carrier and bureau web-sites to perform their job duties Internal systems to include HRIS WebORS Core Advanced Payroll Application and other Microsoft Access databases in order to ensure the proper set up of new insurance policies and to respond to all client inquiries
Demonstrates knowledge of payroll generated reports and charges as they relate to all insurance products/services administered by Insurance Agency Inc
Demonstrates knowledge of the Workers & Compensation Payment Service Agreement and ensures new clients are meeting their obligations
Participates in product related projects or training sessions as required
Other duties as assigned