Client Liaison

Insperity•Houston, TX

About The Position

The Client Liaison creates a positive client experience by demonstrating genuine care, delivering strong service to external and internal customers, leading interactions, and consistently exceeding expectations. The role ensures that service strategy plans for its client base are developed, monitored, completed, and delivered, providing value that positively affects clients’ businesses and supports retention and growth. The Client Liaison facilitates client review meetings with team members and coordinates service delivery or action plans based on meeting outcomes. The role troubleshoots situations, educates clients, develops stakeholder partnerships, and solicits referrals. It also coordinates service across multiple client locations and Insperity departments, supports technical or complex client issues, and encourages use of Insperity applications and product offerings. Travel is up to 20% of the time.

Requirements

  • High school diploma or equivalent.
  • Three to five years of experience.
  • Travel up to 20% of the time.

Nice To Haves

  • Bachelor’s degree preferred.

Responsibilities

  • Develop executable, realistic, results-oriented systems, processes, and plans from conceptual ideas or visions.
  • Align Insperity services with client needs by understanding client business plans and small- to medium-sized business operations from an owner’s perspective.
  • Lead teams through client/team meetings or planning processes.
  • Use appropriate methods to address human behavior in a variety of business circumstances.
  • Oversee development and facilitation of client service strategy plans for the client base.
  • Develop and maintain trusted-advisor relationships with client owners, appointed client contacts, and on-site supervisors.
  • Execute the level-of-care playbook through authentic, intentional delivery as a client advocate.
  • Analyze client concerns, recommend solutions, and develop corrective action plans.
  • Help clients obtain and interpret service information.
  • Participate in prospect meetings with sales and service team members.
  • Coordinate service delivery across multiple locations and Insperity departments.
  • Develop and maintain relationships with Insperity departments.
  • Assist department personnel with technical or complex issues encountered by client owners, appointed contacts, or on-site supervisors.
  • Educate clients and encourage their use of technical applications and product offerings.
  • Educate new team members on Insperity technical applications and product offerings.
  • Facilitate client review meetings and coordinate service delivery or action plans based on outcomes.
  • Troubleshoot situations, educate clients, build stakeholder partnerships, and solicit referrals.

Benefits

  • Generous paid time off.
  • Medical, dental, and vision benefits.
  • Health and wellness support.
  • Paid volunteer hours.
  • Continuous learning programs, mentorship opportunities, and ongoing training.
  • Flexible work arrangements are available for many Insperity jobs.
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