Supervisor, Implementation

Oversee and coordinate the implementation process, handling all client communication and ensuring a positive initial experience.

• Liaise with the Sales department to obtain all new client information
• Establish communication with new clients and outline implementation timelines
• Travel to and from client for initial meeting to be in person to obtain all required information and deliver documentation
• Deliver all required data to Implementation Data Administrator for system configuration
• Schedule and coordinate weekly status calls (for 75+ groups)
• Coordinate all activity required from the rest of the business 401(k), Workers’ Comp, 3^rd party system integration, etc.)
• Communicate all new client activity to the business
• Schedule and attend client Enrollment Meetings to help introduce HR and Benefits representatives
• Conduct any required new hire onboarding trainings and assist clients with certifying I-9 forms
• Coordinate payroll / 3^rd party system trainings in preparation for first payroll
• Supervise the handoff from Implementation to HR/Benefits Operations
• Analyze Implementation Survey results and strategize on improvements

3+ years customer service required. PEO/HR/Benefits/Payroll experience a plus.

• Strong interpersonal skills
• Strong written communication skills
• Ability to multi-task and handle multiple clients’ needs
• Excel / Outlook / PowerPoint
• Ability to lead meetings/discussions
• Data analysis