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Service Associate- P&C Service

  • Handles inbound calls and follow up about Property and Casualty Insurance policy questions/ inquiries.
  • Partners with team, insurance carriers, or other stakeholders to assist with P&C que3stions. 
  • Provides education on P&C products, Paychex policies & procedures, or insurance guidelines & state regulations
  • Escalates tasks or documentation to other teams within the PIA
  • Develops and maintains a basic working knowledge of Paychex products
  • Uses systems and software packages, which may include HRIS, Salesforce, Flex, Core Advanced, and ORS
  • Documents all interactions, performs data entry, maintains strong prioritization and organization