Insurance Office of America · 1 day ago
Implementation Specialist
Satellite Beach, FL
Full-time
Hybrid
Mid Level
$24/hr - $33/hr
3+ years expInsurance Office of America is seeking an Implementation Specialist responsible for configuring, testing, and delivering Payroll Office of America products and services for new and existing clients utilizing the UKG Ready platform. The role involves collaborating with Sales and internal teams to ensure a high-quality implementation experience, client training, and successful product adoption.
Insurance
Responsibilities
Client implementation: Configure, test, demonstrate, and activate POA Payroll, HRIS, Time & Labor Management, and Benefits solutions within the UKG Ready platform for new and transitioning clients
Client training: Coordinate and deliver client training sessions to ensure successful system adoption and long‑term usability
Sales collaboration: Work closely with Sales partners to support seamless client hand‑offs and deliver a positive, consultative implementation experience
Client hand‑off meetings: Schedule and attend client hand‑off meetings to confirm implementation scope, timelines, and expectations
Data integrity: Provide quality control and validation of client data throughout the implementation process to ensure accuracy and compliance
Customer service mentality: Deliver outstanding client service by anticipating needs, maintaining professional and frequent communication, and responding promptly to service requests
Relationship management: Develop and maintain positive, productive relationships with clients, Sales representatives, teammates, and POA leadership
Discretion and judgment: Exercise independent judgment to achieve outcomes that benefit both clients and POA
Business growth: Actively seek opportunities to expand POA services by identifying client needs and supporting additional product offerings
Training participation: Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team
Team support: Act as back-up for teammates as needed, ensuring overall team service excellence
Collaboration: Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues
Technical competence: Maintain a high degree of technical competence and industry/market expertise
Compliance: Comply with all company work rules, standards, policies, and procedures at all times
Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities
Champion IOA Values: Demonstrate integrity and leadership
Qualification
Required
3–5 years of Payroll, HRIS, or client implementation / onboarding experience
Prior experience configuring Payroll, HRIS, Time & Labor, and Benefits platforms; in a SaaS Payroll / HRIS / TLM environment
Employee Benefits configuration and enrollment experience
Ability to successfully import, validate, and analyze client data within Payroll/HRIS systems
Strong knowledge of Payroll, Tax, Garnishments, Workers' Compensation, and Health Benefits
Advanced Microsoft Excel proficiency, including functions and formulas
Excellent written and verbal communication skills
Strong analytical, organizational, and problem‑solving skills
Detail‑oriented with the ability to manage multiple implementations and deadlines
Ability to work effectively both independently and within a collaborative team environment
Preferred
Bachelor's Degree preferred (equivalent experience considered in lieu of degree)
FPC or CPP certification (preferred)
Benefits
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
Company
Insurance Office of America
Insurance Office of America is a full-service insurance agency.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-10-07Private Equity
Leadership Team
Dennis Robinson
Sr. Vice President / Partner
Heath Ritenour
Chairman of the Board
Recent News
2026-01-22
FinTech Global
2025-10-07
Company data provided by crunchbase