Client Experience Specialist

Bankers Financial Corp • Saint Petersburg, FL

2d

About The Position

The Client Experience Specialist I is a hands-on representative and primary contact for our clients and their employees.

Requirements

• High School diploma or equivalent
• 1 – 2 years of experience in customer service or account management.
• Experience working with computer systems and Microsoft Office products.
• Must have excellent customer service skills.
• Excellent verbal/written communication and strong interpersonal skills.
• Ability to adapt to a fast-paced environment with changing priorities.
• Experience working with confidential information.

Nice To Haves

• Bachelor's or associate degree in Human Resources or closely related field.
• Experience with HRIS systems and Salesforce preferred.
• Previous experience with a Professional Employer Organization (PEO) preferred.
• Moderate proficiency using Microsoft Office products.

Responsibilities

• Serves as the primary point of contact for an assigned book of business of clients.
• Evaluates and analyzes client and employee requests quickly, assess the best resource and/or appropriate resolution, communicating the resolution in a timely manner.
• Proactively escalates issues on the client’s behalf to ensure customer satisfaction. Follows through on all client referrals to internal department resources to ensure a timely response.
• Tracks and records client interaction in Salesforce.
• Maintains current knowledge of organization policies and procedures.
• Provides excellent customer service to client and employee while maintaining confidentially.
• Provides employment-related data and prepares required reports for clients in a timely manner.
• Perform effectively at a sustained pace and produce quality work for internal and external customers.
• Present to clients via webinar or onsite demos of HRIS systems and/or training.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees