Description

The HR Specialist is responsible for meeting with new clients before/after a sale is made. The HR Specialist will meet with the prospect/client to collect data, documents, and other items needed in order to start the on-boarding process

• Serve as a liaison between sales team and operations.
• Identify and execute additional value added services for all new clients.
• Identify how to make the payroll flow with ease, promote our products.
• Responsible for gathering new hire packets, benefit enrollment forms, garnishments, 401k, flex, accrual information, etc. to ensure the client's on-boarding process is handled in a timely manner.
• Assist when needed in creating client profiles (including job codes, pay codes, deduction codes, bank accounts, etc.,).
• Management of clients' expectations and relationships.
• Manage several implementation projects at any given time.
• Responsible for gathering Benefit Enrollment Forms, Census, and current Benefit information
• Responsible for gathering year-end tax information, payroll registers, and WC information
• Schedule new client on-boarding meetings, ongoing client visits
• Review completed new client packet before sending to payroll group
• Assist directly or route clients to the appropriate department

 

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Req Number CUS-19-02311

Position Requirements

• - Required
• 3 years of experience in client set-up and or implementation.
• PEO experience.