Job Description

EMPLOYSHARE, INC. IS A PROFESSIONAL SERVICES ORGANIZATION LOCATED IN BEAVER COUNTY PROVIDING HUMAN RESOURCE ADVICE AND CONSULTING, PAYROLL PROCESSING, AND BENEFITS ADMINISTRATION TO OUR MULTI-STATE CLIENT BASE. WE ARE CURRENTLY SEEKING A SALES/NEW CLIENT COORDINATOR TO JOIN OUR TEAM. LEARN MORE ABOUT OUR COMPANY AT www.EmployShare.com.

SUMMARY OF POSITION: The Sales/New Client Coordinator is responsible for coordinating new client on-boardings, handling existing client account changes, and providing a unique and customized client service experience. Performs a broad range of complex duties in handling client accounts, communicating cross-functionally within the organization, and ensuring completion of on-boarding or other projects within the required timeframe. This position also provides on-going support to the Sales Team.

RESPONSIBILITIES:

• Responsible for answering incoming calls, helping clients when possible, taking accurate messages, and routing calls to the appropriate team member.
• Provides support to the Sales Team in organizing and maintaining data, tracking engagements, and tracking incoming payments.
• Updates and maintains prospective and existing client information in Salesforce and generates reports on an on-going basis.
• Coordinates and manages the new client on-boarding process across Payroll, Benefits, Insurance, and Human Resources Departments. This includes, but is not limited to the following:
  • Acting as the primary point of contact for new clients throughout the on-boarding process;
  • Defining objectives and setting client expectations throughout the on-boarding process;
  • Collecting, analyzing, and disseminating client data and information across all departments. This includes effectively communicating cross-functionally with other departments within the organization;
  • Ensuring client completes all necessary Service Agreements, Power of Attorney Forms, and other required on-boarding paperwork;
  • Conducting calls with clients and necessary team members to identify the client’s unique priorities, answer client inquiries, and provide information to client;
  • Assisting in the resolution of payroll, tax and other human resource issues related to client on-boarding;
  • Tracking deadlines and monitoring on-boarding to completion; and
  • Ensuring achievement of client on-boarding and migration within required timeframe.
• Coordinates changes to existing client accounts, including entity changes, opening of office in a new state, and practice acquisitions.
• Effectively addresses client and employee inquiries with assurance and responsiveness and provide readily available information as it relates to servicing their accounts, as allowable by policy.
• Responsible for creating and maintaining a structure/process for obtaining, filing, scanning, organizing, and maintaining client data, records, and documentation.
• Provides general administrative support such as preparing correspondence, the completion of forms, generating reports, processing confidential documents, electronic filing, and tracking deadlines.
• Ensures that all client contact and correspondence is documented and saved appropriately.
• Completes special projects by clarifying project objective, setting timetables and schedules, conducting research, and development and organizing information.
• Interacts and supplies information to other departments within the organization on a regular basis.

JOB REQUIREMENTS:

• Strong interpersonal skills (verbal and written).
• Attentiveness to detail and ability to handle detail work in a timely and accurate fashion.
• Client service orientation and ability to multi-task and prioritize.
• Must have the ability to maintain a high-level of organization.
• Strong work ethic, team player, high degree of professionalism.
• Proficiency in MS Office.
• Experience with Salesforce Preferred.