Urgently needed for
Sr. Client Relations Specialist – AZ – On Site
Company: Vensure Employer Solutions
- Coordinate user set-up and provide training of client facing web-based payroll, custom reporting software, LMS, and service platforms.
- Facilitate proactive intervention steps for at-risk clients, working through the retention process with identified internal teams, clients, and business consultants for successful retention.
- Responsible for account management by establishing and reinforcing strong relationships with clients, internal partners, brokers and peers through proactive touch points and service recommendations based on client’s business needs.
- Act as a liaison between client and internal operations to ensure seamless delivery of services in line with department SOPs.
- Coordinating and leading client meetings to review and discuss escalated issues or matters of significance related to the client’s account.
- Build and leverage cross-functional partnerships to manage client inquiries and escalations.
- Analyze & leverage data and reporting to identify opportunities, trends, and process improvements.
- Identify gaps in client processes; introduce and drive adoption of new products and services to client based on identified client need.
- Manage and escalate client issues through various communication platforms including the submission of cases in Client Space to internal departments for resolution.
- Deliver benefit reconciliation results to coordinate payment of open balances.
- Coordinate and present client Open Enrollment on Master Plans
- Manage Client Benefit questions or concerns during the client’s lifecycle.
- Determine and recommend annual increases and/or reductions to client’s admin fee.
- Assist with client tax account registration guidance, provide guidance on payroll tax questions, and obtain clients tax account login credentials when entering a new state.
- Manage and escalate payroll tax notices and drive to resolution.
- Assist and provide guidance with required state and federal reporting.
- Some travel required.
- Other Duties as assigned.
- Act as support for assigned region when team members are traveling, out of office or unavailable.
Knowledge, Skills, and Abilities
- Customer service driven, and ability to interact and develop relationships with individuals from varying industries and backgrounds.
- Strong sense of business ethics including the ability to handle confidential information appropriately.
- Ability to adapt in a fast paced environment, and manage multiple priorities/projects.
- Self-motivated, as well as the ability to work alongside a team.
- Ability to provide systems training and support as needed.
- General working knowledge of Microsoft Office suite, payroll and CRM platforms.
Education & Experience
- 4-year college degree or;
- An equivalent combination of experience, skills, and education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.
- 5+ years of experience in a customer service role preferred. Previous experience in account management, a call center, PEO, payroll, taxes, benefits, or human resources is a plus.
Expected salary:
Location: Chandler, AZ
Job date: Thu, 03 Apr 2025 22:52:33 GMT
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