Payroll Partner Service Advocate

The Payroll Partner Service Advocate is a key role for Pie's Payroll Partner team. This is a mid-level customer service team member who focuses on routine to advanced customer issues and resolves concerns and requests from payroll partners and insureds.

How You’ll Do It

Provide responsive, timely, and relevant service to payroll partners:  

• Handles phone, email, and platform-based communication with payroll partners and cross-functional stakeholders to provide excellent customer service,
• Maintains SLA’s set by Payroll Partner Ops team in a consistent and efficient manner.
• Works as a team member to handle: 
• Email requests
• Policy Issuance
• General questions
• Follow-Up Communication
• Respond within 24 hours or less to requests from payroll partners
• Cancellation requests from insureds and partners 
• Basic Billing related needs or questions
• Renewal policy management

Model the behaviors and strategies necessary to successfully interact with and resolve routine to advanced issues for payroll  partners in all channels:

• Applies Workers Comp training and knowledge to policy, billing and agency questions, concerns, and production.
• Build relationships with partners and internal teams to provide consistent, excellent communication with customers.
• Seek resolutions to issues while also anticipating ways in which to prevent future issues.
• Voices the payroll partner’s needs and advocates for the customer and their perspective.

The Right Stuff

• A high school diploma or GED is required.
• Associate degree, trade or technical school certificates, or bachelor’s degrees are preferred.
• 1+ year in a high-volume customer contact environment is required.
• 6+ months of insurance customer service experience is preferred. 
• Proficient communication skills to build strong and lasting relationships: able to clearly and professionally communicate with customers both verbally and in written form. Learning to present your own views in a direct and open manner. 
• Knowledgeable about work products and can complete requests with advanced speed, accuracy, and consistency - reducing hand-offs wherever possible.
• Intermediate problem solving skills to be able to resolve simple to moderately complicated problems quickly and effectively with little guidance. Often applies analytical and critical thinking skills within their role.
• Developed self-direction and responsibility for own tasks, deliverables and timelines.
• Ability to work in a team environment, develop and sustain collaborative working relationships. Learning to consider the needs of stakeholders and fully commit to a decision made.
• G-Suite Tools, Salesforce, Payment Processing Systems, and Slack are highly preferred.