The HR Specialist is responsible for meeting with new clients before/after a sale is made. The HR Specialist will meet with the prospect/client to collect data, documents, and other items needed in order to start the on-boarding process.

• Partners with local sales and attends requested meetings during the prospect cycle. Becomes the point person for the prospect/client from the proposal meeting through their orientation to ensure policies and procedures are followed and to ensure a smooth transition onto the PEO service for the client.

• Collects, audits and submits necessary underwriting for medical / workers / financial compensation. Continues to work with underwriting teams on necessary follow up items to secure proper approvals.

• Delivers benefit and employee orientation presentations that meet high quality standards.

• Helps present PEO products and services to final decision-makers and end users within the prospect universe to increase sales and profits with sales partner.Conducts Client Contact Meeting with prospect on account set up and orientation needs.

• Conducts Client Contact Meeting with prospect on account set up and orientation needs.

• Conducts onsite or web based orientations meetings for PEO clients. Understands details of benefit and insurance plans related to the PEO co-employer relationship.

• Resolves client issues regarding Section 125, healthcare, and retirement plans. Advises the client on issues regarding Section 125, healthcare, and retirement plans with assistance from other areas if needed.

• Researches and resolves client implementation issues in a timely manner to optimize client experience and satisfaction.

• Mentors less experienced staff in order to achieve high levels of performance.

• Creates, executes, and reviews data integrity reports to ensure accuracy of client information.

• Collects, audits and submits necessary contractual documents for a new client to PEO services. Works with contractual on any discrepancy items that may come up.

• Acts as the primary contact for the client during the implementation process and discusses the implementation plan and timeline.

• Creates and manages an implementation timeline including all tasks to be completed to ensure a successful client launch.

• Works closely with Implementation Team and Sales to provide outstanding support and product implementation to clients.

• Performs a professional and thorough transition of the client to the ongoing client service team to finalize implementation phase.

Required

• PEO experience.

Paychex, Inc. is a recognized leader in the payroll, human resource, and benefits outsourcing industry, with a steadfast commitment to success and a record of achievement.