Benefits Account Manager III at Paylocity

| Northwest Suburbs
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Our all-in-one software platform gives HR pros a way to easily manage daily tasks in payroll, benefits, talent, and workforce management.

 

But what makes us different is that our technology is backed by a culture that cares. We care about our team members, clients, and partners – because people matter most. And people have always been at the heart of our business.

 

Since our founding in 1997, this is the thing that's stayed the same, from our employees to the millions of users nationwide that access our platform. We pride ourselves on partnering with our clients to build the workplace they and their employees crave.

 

Let's go forward together.

 

Position Overview:

The purpose of the Account Manager III is to partner with clients utilizing our benefits platform and proactively retain clients through the advanced system, HR, and benefits knowledge, through effective negotiation (internal & external), and through providing consultative services to the client in better leveraging Paylocity’s benefit platforms. This role is relied upon for escalation expertise and to mentor other Benefit Account Managers. This role takes full responsibility for the client relationship and on average has a book of business between 30-75 mid-large size clients.

 

Location: Lake Mary, FL or Schaumburg, IL

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 expertly problem solve, troubleshoot & effectively resolve issues for the client; able to handle a majority of escalations effectively; quickly resolves basic benefit issues including open enrollment calculations, reports, single sign-on, deduction, and EDI file troubleshooting, etc.; relied upon as an expert for one or more categories of issues; Proactively provide client support; develop insights into client business; provide consultative advice to drive product utilization
  • Client Focus: Primary contact and trusted advisor to their assigned clients; develops and maintains strong relationships with clients; able to maintain client satisfaction despite many adverse circumstances; handles escalations and proactively minimizes escalations; provides direction to clients in areas of priority and focus; negotiates for the purposes of retaining at-risk clients; looked upon to provide guidance to other Benefit Account Managers and in other client interactions
  • Focus on the timely and successful delivery of solutions according to client needs and objectives: Meet SLAs and key internal client service metrics including availability, first call resolution, escalations, client retention, etc. as monitored by Leadership Team; leverages metrics to understand performance and adjust behaviors
  • Continually Increasing System Capability and Consultative Skills: Ability to navigate within systems including WebPay, BSwift, Service Cloud, Clarizen, IC (phones), Service Bureau, PEAK, Compass, Admin Guides and to quickly build the knowledge base to best serve client through self-driven learning; achieve 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 an SME for the team.

Requirements:

  • High School Diploma or GED
  • 2 years’ experience in customer service or previous client interfacing role and experience in benefits and/or HR Administration
  • Outstanding QA
  • Proficient in Excel
  • May require between 5-10% travel.

Preferred Skills:

  • CHRS and/or SHRM-CP certified
  • Consistent successful escalation experience
  • Ability to present Benefit Data effectively

Soft Skills:

  • Team Player, collaborating with others to make awesome happen
  • Self-Motivated – you like to work hard, play hard.
  • Adaptable – quick feet! You can shift priorities if needed.
  • Highly Organized – detail-oriented is your thing!
  • MS Office applications - are no sweat when it comes to your skillset

 

This job excludes CO applicants

 

Our journey forward.

 

Paylocity strives to create an organizational culture where every employee has a voice, feels truly welcome, appreciated, and free to be themselves, and is empowered and enabled to do their best work. A strong commitment to diversity, equity, and inclusion is critical to creating such a culture.

We’ve made great strides to support diversity, equity, and inclusion. That being said, we realize there’s still room for improvement. Our current focus is on the following initiatives:

  • Education & Awareness
  • Client Community
  • Company Representation
  • Advocacy & Support
  • Fairness & Equality
  • PCTY Gives

Want to learn more, click here to access our DEI flipbook. https://www.flipsnack.com/paylocitycom/diversity-equity-and-inclusion.html

 

This job description has been written to provide an accurate reflection of the current job and to include the general nature of the work performed. It is not designed to contain a comprehensive detailed inventory of all duties, responsibilities, and qualifications required of the employees assigned to the job. Management reserves the right to revise the job or require that other or different tasks be performed when circumstances change.

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Technology we use

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

Location

Our office has modern workspaces, a cafe, and a gym. But since we're a talent-anywhere company, you may find our team members all over Chicagoland.

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

Culture
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
Diversity
Highly diverse management team
Unconscious bias training
Someone's primary function is managing the company’s diversity and inclusion initiatives
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)
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
Parking
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
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