Benefits Account Manager II

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Paylocity is an equal opportunity employer.
Paylocity is a cloud-based software company that creates customized HR solutions for small to mid-sized organizations. Our workplace enhances communication and enables employees to connect, collaborate, and create from anywhere. Our award-winning culture ensures everyone has a voice and feels truly welcome. Join Paylocity as we shape the future of technology and the workplace!
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.
Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
Position Overview:
The purpose of the Benefit Account Manager II is partner with clients utilizing our benefits platform and retain clients through advanced system and benefit knowledge, effectively prioritizing issues and managing workload and by providing outstanding customer service. This role is relied upon for mentoring Benefit Account Manager I's. This role takes full responsibility for the client relationship and on average has a book of business 50-75 clients ranging from mid to large size clients
Location: Remote, but does have the option to work out of our Schaumburg, IL or Lake Mary, FL offices
Reports To: Manager Support
Responsibilities:
Web Benefits Expectations

  • Dependability/ Follow Up: Timely responsiveness & proactive follow up
  • Problem Solve: Troubleshoot and problem solve leveraging knowledge, resources, qualitative and quantitate information
  • Communication: provide professional & appropriate internal/ external communication as well as progress updates to all stakeholders
  • Guidance: Provide clients guidance on Benefit admin best practices, organizational change management, and a consultative approach to determine client's requirements providing industry best practices where applicable.
  • Implement and optimize products: ability to manage Open Enrollment cycles end-to-end, which includes gathering Benefit Plan Requirements, election data, and any other additional pertinent information that pertains to the project from the client/broker.

Account Manager Responsibilities

  • Proactive Issue Resolution: Able to be available on a consistent basis, manage workload to maintain availability, problem solve, troubleshoot & effectively resolve issues for client; escalate when needed; based on building knowledge, continually improves issue resolution and response time; begin to provide proactive support by anticipating client needs; prompts clients regarding topics possibly needing attention
  • Client Focus: Primary contact to their assigned clients; develops and maintains strong relationships with clients; baseline service level seen via Team Lead and Manager feedback including (1) creating rapport (2) appropriate sense of urgency and tone (3) understanding the question (4) and effective interactions, guides and client instructions
  • Focus on timely and successful delivery of solutions according to client needs and objectives: Meet SLAs and key internal client service metrics including availability, outbound adherence, first call resolution, escalations, client retention, etc. as monitored by Leadership Team; leverages metrics to understand performance, adjust behaviors and identify where additional support is needed
  • Continually Increasing System Capability and Consultative Skills: Ability to navigate w/in systems including WebPay, BSwift, Service Cloud, Clarizen, IC (phones), Service Bureau, PEAK, Compass, Admin Guides and to quickly build knowledge base in order to best serve client through self-driven learning; achieves proficiency in Bswift, Reports, Clarizen project management
  • Leverage Resources: Appropriately & effectively use resources to find and validate answers, resolve and document issues in a way that adheres to benefit policies and ensures seamless client support; considers circumstances, anticipates adverse circumstances & adjusts accordingly; provides documentation to increase effectiveness and improve upon learning of others (e.g. PEAK)
  • Mentor: Provide guidance to Benefit Account Manager level I and II as needed in building overall Account Manager knowledge. Identified as a team resource, resource & process gaps, works with Team Trainer and SME to update and streamline. Takes initiative to further improve consultative and process knowledge as a SME for the team.

Requirements:

  • High School Diploma or GED
  • Minimum 6 months of experience in benefits-related work & customer facing role
  • Proficient in Excel
  • Outstanding QA

Preferred Skills:

  • Bachelor's Degree
  • CHRS and/or SHRM-CP certified
  • Consistent successful escala
  • Company Representation
  • Advocacy & Support
  • Fairness & Equality
  • PCTY Gives


EEO and accessibility Statement
Paylocity is an equal opportunity employer.
Paylocity is committed to the full inclusion of all individuals. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact [email protected]
This role can be performed from any office in the US. The pay range for this position in Colorado is $ $36,208 - $51,995/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here . This information is provided per the Colorado Equal Pay for Equal Work Act. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers."

More Information on Paylocity
Paylocity operates in the HR Tech industry. The company is located in Chicago , IL, Lake Mary, FL and Meridian, ID. Paylocity was founded in 1997. It has 5000 total employees. It offers perks and benefits such as Volunteer in local community, Partners with nonprofits, Open door policy, OKR operational model, Team based strategic planning and Open office floor plan. To see all 71 open jobs at Paylocity, click here.
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