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Senior Client Relations Specialist - Military veterans preferred

2021-09-07
Vensure Employer Services (vensure.com)
Administrative Support

/yr

  full-time   employee


Anaheim
California
United States

Job Title: Senior Client Relations Specialist
Department: Client Relations
FLSA Status: Full Time & Non-Exempt
Reports To: AVP of Client Relations

Position Summary: As the Senior Client Relations Specialist, your primary duty is to provide administrative support to the development teams. Candidates must possess strong communication and problem-solving skills, be quick learners, detail-oriented, very customer service driven and able to get along with an array of clients in different industries and with varying personality types. Knowledge of the PEO model is a plus.

Key Responsibilities:
Responsible for acting as a liaison between client and internal operations to ensure a positive working relationship with assigned book of clients
Run point on following client retention processes to retain at risk relationships
Act as overflow for the implementation team, onboarding new clients, including working with the client, company and agent to gather company detail, set-up of the company and employee detail in our payroll software, facilitate binding of workers' compensation policy and assist with ensuring a smooth and accurate processing of initial payroll
Dashboard creation and user set-up of our client facing web-based payroll, check printing and custom reporting software
Update and/or create Vensure Team Contact cards
Work proactively to facilitate solutions as challenges present themselves
Maintain open communication regarding clients with the necessary internal teams
Assist in the tracking and completion of team projects and initiatives
Review weekly reports to assist with client retention efforts
Review monthly reports to analyze trends
Track client repricing requests to ensure timely responses
Test software updates to ensure functionality
Analyze data and review procedures and policies to determine answers to clients' questions
File and maintain client records
Coordinate the resolution of client issues
Perform administrative support tasks, as needed, by the Client Relations team
Process and prepare memos, correspondence, or other documents
Schedule appointments and maintain and update appointment calendars
Assist with the planning and execution of special meetings, events and conferences
Act as support for Client Relations department when team members are traveling
Desired Knowledge, Skills and Abilities:
Excellent oral and written communication
Proficient in Microsoft Office software
Strong organizational skills
Ability to work in a team environment
Exceptional attention to detail
A self-starter with a proactive approach

Qualifications:
3+ Years of Experience.
High School Diploma or Equivalent, required
Experience in payroll and payroll tax, as well as general business knowledge, preferred

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