Payroll & Client Service Specialist

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description

Title: Payroll & Client Service Specialist

(Fully Remote, though hybrid preferred if located near Lakewood Ranch, FL): | (Location/based out of Lakewood Ranch, FL)

About the Role: The Payroll & Client Service Specialist (CSR) is responsible for maintaining a book of key accounts utilizing the UKG Ready platform. The CSR will input payroll data accurately and timely, conduct client trainings, and assist in adding additional products as needed. The CSR will also perform other duties as assigned by Management.

Key Responsibilities

• Customer service mentality: Display a customer service mentality and deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to service requests.
• Sales opportunities: Actively seek to grow POA business by identifying and acting on sales opportunities.
• Book of business: Maintain a book of business.
• Client training: Coordinate client training activities within a book of business.
• Client hand-off meetings: Attend client hand-off meetings with the Implementation Team.
• Positive relationships: Develop and maintain positive and productive relationships with POA leadership, peers, co-workers, teammates, IOA employees, and all clients.
• Discretion and Judgment: Ensure beneficial outcomes using discretion and judgment.
• Data integrity: Provide quality control over data integrity for all clients.
• 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.
  
  

Ideal Candidate Qualifications

• Current FPC or CPP Designation - Preferred
• 3 - 5 years of Payroll Service Bureau Experience - Preferred
• College Degree Preferred
• Knowledge in Payroll, Tax, Garnishments, 401K, and Health Benefits
• Excellent written and verbal communication skills
• High degree of documented Excel skills, including functions, formulas, pivot tables, and V-lookups
• High degree of technical ability within the UKG Ready platform, including the ability to train clients, troubleshoot issues, and successfully import data
• Strong facilitation, analytical, and critical thinking skills, with the ability to gather and analyze information
• Able to work effectively independently and in a team environment, with strong organizational skills and the ability to multi-task, meet deadlines, and adapt to changing priorities
• Detail-oriented with excellent Microsoft Office skills
  
  

What We Offer

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment
  
  

What To Expect (Application Process)

• 30-Minute Phone Screen, Online Assessments, and Interview(s)
  
  

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

https://www.ioausa.com/