Benefits Account Manager II at Paylocity (Remote)

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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
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.
  • 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"
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Technology we use

  • Engineering
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • AccessDatabases
    • Microsoft SQL ServerDatabases
    • OracleDatabases

What are Paylocity Perks + Benefits

Paylocity Benefits Overview

Our commitment to hiring the best and brightest employees with a “talent anywhere” strategy means that no matter where you’re located around the country, you can be a part of our growing tech department

• Enjoy an attitude of trust to work remotely, manage your own schedule and be productive
• Work in small, cross-functional product-oriented teams
• Showcase development progress in two-week sprints with strong executive involvement
• Embrace the freedom to innovate, voice opinions and share new ideas

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Highly diverse management team
Unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
We have a talent anywhere culture, where employees can work anywhere in the US and/or work from one of three US offices located in Illinois, Florida, and Idaho
Family Medical Leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Some Meals Provided
Happy Hours
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available

An Insider's view of Paylocity

What’s the vibe like in the office?

I work fully remote, but even filtered through computer screens the Paylocity vibe is palpable. The values we’ve committed to upholding as a company resonate deeply with everyone that works here, which means they come to life in every interaction. We are professional yet FUN, savvy yet approachable, and relaxed yet extremely driven.


Talent Acquisition Partner

How has your career grown since starting at the company?

I started as a Government Relations Specialist and now I am a Government Relations Project Manager. I wouldn't have been able to do this without a supportive, team, company work/life balance, and investing in one's career with a deeper lens. I have seen myself grow a lot throughout these years at Paylocity and look forward to more.


Government Relations Project Manager

How would you describe the company’s work-life balance?

Before Paylocity, I struggled with work/life balance and boundaries. My manager is incredibly flexible and adjusts workloads to ensure we never reach a burnout situation. If I ever need to adjust my schedule to take a kid to the doctor, or take PTO, there's never an issue. I'm much happier after coming to Paylocity and finding that balance!


Senior Communications Specialist

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