401k/s125 Service Associate I

401k/S125 Service Associate I

We are looking for a dedicated 401k/S125 Service Associate I to join our team in Rochester, New York. This is a long-term contract position where you will play a vital role in providing exceptional customer service for Paychex products in the S125 Client Service Center. The ideal candidate will ensure client and participant inquiries are addressed efficiently, maintaining strong relationships and adhering to company policies.

Responsibilities:

• Respond to inbound calls from active and terminated employees participating in Paychex Insurance Agency plans.
• Offer assistance and guidance to client plan administrators regarding S125 products, policies, and procedures.
• Educate clients and participants on product features, company guidelines, and applicable regulations.
• Escalate complex tasks and necessary documentation to appropriate teams for resolution.
• Develop a foundational knowledge of Paychex products to better assist clients and participants.
• Utilize various systems and software platforms, including Salesforce and Adobe Flex, to manage client interactions.
• Record and document all communications accurately while performing essential data entry tasks.
• Prioritize and organize tasks to ensure timely and effective resolution of client issues.
• Address participant claims and complaints in alignment with company standards and policies.
• Assist in administrative tasks, including scanning and photocopying documents when necessary.

Requirements:

• Proven experience in customer service roles, ideally within insurance or benefits administration.
• Strong ability to document interactions and perform accurate data entry.
• Familiarity with handling inbound calls and resolving inquiries effectively.
• Knowledge of regulations and policies related to benefits administration, including IRS guidelines.
• Proficiency in HRIS systems and software platforms such as Salesforce.
• Excellent organizational and prioritization skills to manage multiple tasks simultaneously.
• Basic understanding of 401k or RRSP administration processes.
• Competence in using office tools like Adobe Flex for documentation and workflow management.