Client Implementation Coordinator

Position Overview

This fast-paced position focuses on the initial relationship, system configuration and implementation of new clients to a Professional Employer Organization (PEO).

• The organization of all new client enrollment documents for the applicable departments.
• Follow up with new clients to gather missing and incomplete implementation information.
• Communication to all internal departments regarding the status of implementation materials, missing and incomplete information, newly required information, technical requirements, etc.
• Application of knowledge of payroll, benefits, HR, and Workers’ Compensation.
• Schedule and conduct specific training and/or presentations to clients and their employees in a prioritized fashion.
• Completion of all new client employee-onboarding activities including review of employee wage and hour files, payroll tax information, deduction and pay code information, etc.

• Good working knowledge of the Microsoft Office Suite applications
• Work in the corporate office. This is not a remote position.
• Ability to travel to and from client work-sites to conduct enrollment meetings including possible onboarding located out of town.
• Flexibility to participate in work-related functions or meetings during non-traditional working hours.

• Basic knowledge of Human Resources rules and laws
• Basic understanding of group insurances such as medical, dental, life, LTD, STD, etc.
• Basic understanding of EPLI insurance, E-Verify, timekeeping systems, workers’ compensation. I9 requirements, and HR systems such as ATS and LMS.
• Proficient in navigating Prism, Rocketlane and CRM applications
• Working knowledge of client-facing applications and available training programs - Manager Portal, Time Clock, Employee Portal, etc.

• Excellent customer service skills
• Excellent project management skills
• Attention to detail
• Ability to show exceptional judgment, problem-solving and critical thinking abilities
• Relationship driven
• Comfortable with public speaking
• Self-motivation and direction
• Ability to persuade and provide explanations to clients
• Ability to communicate concisely and effectively; both written & verbally; one-on-one and in small groups and interacting with professionals from a variety of disciplines, cultures and levels - internally and externally

While performing the duties of this position, the employee is regularly required to talk or hear. The employee is occasionally required to stand, walk, sit and reach with hands and arms.

The employee must occasionally lift and/or move up to 10 pounds.

The noise level in the work environment is usually moderate.