Client Relations Specialist - Southwest - On Site jobs in United States
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Vensure Employer Solutions · 1 day ago

Client Relations Specialist - Southwest - On Site

Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions. The Client Relations Specialist manages a book of client service centric businesses, acting as an advocate for clients and internal departments to ensure client retention and satisfaction.

Customer ServiceFinancial ServicesHuman ResourcesRisk Management

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
Work with internal teams, client, and agent to achieve a high rate of client retention
User set-up and training of our client facing web-based payroll and custom reporting software
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
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
Act as support for their respective region when team members are traveling
Oversees the operational structural needs of the client to ensure data integrity
Nurture relationships with business owners, client company contacts, marketing agents and internal staff and departments
Escalate and resolve areas of concern, as raised by clients or internal departments
Monitor company performance against service level agreements and flag potential issues
Interact with clients to gain knowledge of their business model and drivers, HR practices, goals, and objectives
Assist with the execution of the service plans by evaluating progress of activities and service requests
Collaborate with internal departments to ensure seamless delivery of services to clients. Gather and distribute voice of customer feedback to appropriate internal departments
Build cross-functional partnerships to address issues and manage escalations. Leverage internal relationships to identify opportunities, trends, and process improvements
Successfully manage client expectations in a fast-paced environment
Introduce and drive adoption of new products and services to client
Assist in announcing to clients, changes in compliance using various communication formats
Act as part of a team to continually develop and create improved processes and procedures
Performing annual deliverables client reviews
Responsible for providing online HR guidance and templated HR deliverables, such as handbooks, wage and hour, job descriptions, learning management and other federal and state mandates
Travel (local and long distance) may be required to meet with clients face to face or meet via telephone on a scheduled basis, as determined by size of client, to ensure they are receiving great service and are taking advantage of and utilizing products and services offered

Qualification

Client retentionCommunication skillsOrganizational skillsMicrosoft OfficeProblem-solvingCustomer serviceTeamworkCritical thinkingEmotional intelligence

Required

High School graduate or equivalent

Preferred

4-year college degree or equivalent work experience
General working knowledge of Microsoft Office
2-3 years of experience in a professional office environment. Previous experience in account management, a call center, PEO, payroll, taxes, benefits, human resources, or equivalent

Benefits

Health Insurance
Retirement Plan
Paid Time Off
Other Benefits

Company

Vensure Employer Solutions

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Vensure Employer Solutions is a privately owned professional employer organization (PEO) headquartered in Chandler, Arizona, with offices in Sarasota, Florida, and Duluth, Georgia.

Funding

Current Stage
Late Stage
Total Funding
$2.2B
Key Investors
Stone Point Capital
2024-10-14Debt Financing· $2.2B
2022-09-06Acquired

Leadership Team

A
Alex Campos
CEO
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Pat Cleary
Chief Growth Officer
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Company data provided by crunchbase