Client Liaison

Insperity•Houston, TX

19h

About The Position

The Client Liaison creates a positive client experience by demonstrating genuine care and delivering service to external and internal customers. The role leads interactions, seeks to exceed expectations, and ensures service strategy plans for its client base are developed, monitored, completed, and delivered. It provides value to clients’ businesses to support 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 position also troubleshoots issues, educates clients, develops stakeholder partnerships, and solicits referrals. The role aligns Insperity services with clients’ needs by understanding their business plans and small- to medium-sized business operations from an owner’s perspective. It coordinates service delivery across multiple locations and Insperity departments, builds relationships with client owners and internal departments, and supports clients and colleagues with technical or complex issues. Travel is up to 20% of the time.

Requirements

High school diploma or equivalent required.
Three to five years of experience required.

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 based on an understanding of business plans and small- to medium-sized business operations from an owner’s perspective.
Lead a team through client/team meetings or planning processes.
Use appropriate methods for dealing with 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 and intentional delivery as a client advocate.
Analyze client concerns, recommend solutions, and develop corrective action plans.
Assist clients in obtaining and interpreting 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 all Insperity departments.
Assist department personnel with technical or complex issues encountered by client owners, appointed client contacts, or on-site supervisors.
Educate clients and encourage their use of technical applications and product offerings.
Educate new team members on technical applications and product offerings used by Insperity.
Facilitate client review meetings and coordinate service delivery or action plans based on their outcomes.
Troubleshoot situations, educate clients, develop stakeholder partnerships, and solicit referrals.