What are the responsibilities and job description for the Client Renewal Coordinator position at Insperity?
Description & Requirements
Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.
Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.
We have received recognition numerous times as a top place to work, most recently ranking on U.S. News & World Report’s “Best Companies to Work for 2024” list, and Glassdoor’s “Best Places to Work in the U.S. 2023” list. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com.
Why Insperity?
Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.
Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.
Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.
Client Renewal Coordinator
We are currently seeking a Client Renewal Coordinator to join our team.
This position is responsible for executing all renewal administrative tasks such as initiating requests from other departments for historical data in order to create accurate quotes for renewal team members.
Responsibilities:
- Initiates and prepares monthly client renewal information ensuring all required information and documents are requested and received in a timely manner.
- Works closely with Client Renewal Specialists by downloading and compiling documents needed to create accurate renewal packages.
- Prepares client renewal letters for clients in renewal.
- Assists in ensuring that all clients are audited on a timely basis by initiating, preparing, and completing rate adjustments to meet Management Team directives; including interfacing with the client, Client Renewal, Client Services, and Sales Departments to ensure complete and thorough bids and bid variables.
- Confers with Payroll Services, sales personnel and clients in order to estimate rates for new employees, tests rates, and estimates overhead expense.
- Enters and ensures the integrity of client information into appropriate systems in order for the client open enrollment process to proceed, and notifies applicable vendors.
- Maintains database and recall system, shares information in a timely manner with the Contact Center for potential worksite employee questions.
- Prepares mid-year contract change bids interfacing with Pricing and Review, Payroll, Service Operations, Client and Sales to ensure proper approvals and service fee calculations.
- Interfaces with Payroll Services to ensure rate accuracy and enters service rates into the system.
- Fulfills non-renewal requests for medical allocation reports by verifying whether the client has executed proper addendum(s) and prepares addendum(s), if needed. Runs the report for distribution to the client, Sales, or Service Operations.
- Handles confidential information with appropriate discretion.
Qualifications:
- High school diploma or equivalent is required.
At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
