Prospective Client Coordinator

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 Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News & World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. 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.

Prospective Client Coordinator

We are currently seeking a Prospective Client Coordinator to join our team.

Ensures that all requests for prospective client pricing and review are processed in a timely basis by initiating, preparing, and assigning all prospective client information to Pricing and Review Specialists. Maintains even workflow among Specialists to ensure optimal efficiency and effectiveness of the team, and works as a team member to maintain the highest level of customer service quality and productivity with internal clients.

Responsibilities:

• Ensures that all prospects are reviewed on a timely basis by initiating, preparing, and assigning review information.
• Interfaces with Sales Consultants to request additional information needed for review to ensure adequate information is obtained for prospect pricing.
• Interfaces with the New Client Sales, Renewals, Workers Compensation, Safety, and Legal departments to insure complete and thorough bids.
• Handles a variety of sensitive situations and problem-solves on own initiative, advising Manager of action taken. Handles a large volume of confidential material with appropriate discretion.
• Coordinates file management and audits within the department to facilitate immediate retrieval of information.
• Prepares and distributes daily, weekly, and monthly management reports.
• Performs responsible administrative work requiring some independent judgment with speed and accuracy; learning, interpreting, and applying organizational policies, laws, rules and regulations; taking responsibility for the compilation and organization of reports; composes correspondence on own initiative.
• Provides administrative support to Pricing & Review management, requiring thorough knowledge of organizational procedures and precedents. Produces documents using Microsoft Word, PowerPoint, and Excel.
• Maintains departmental meeting and PTO calendars. Arranges meetings, assists in agenda preparation, gathers information, and contacts meeting participants.
• Keeps supervisors informed of issues, problems and special needs on a timely basis.
• Orders and keeps quality control on supplies and equipment.
• Maintains final actions reports for prospective clients for remaining hard copy files.
• Creates and recommends process enhancements for Pricing and Review process.

Qualifications:

• High School Diploma required.
• One to two years related work experience is preferred.

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, including criminal arrest and/or conviction records.