Client Renewal Specialist

Insperity • Kingwood, TX

2d

About The Position

This position is responsible for working with bid variables and benefit data to initiate and prepare accurate, complete, profitable and timely renewals and rate adjustments to meet Management Team directives.

Requirements

• High School Diploma or equivalent is required.
• One to two years related work experience is preferred.
• High-touch, rapport building position that requires strong communication skills (both verbal and written) and a desire to give clients the personal attention required.
• Strong analytical aptitude and ability to work toward specific measurable performance targets for self, clients and team.
• Work with clients, Sales and Service on a daily basis responding to complex inquiries and solving problems using independent judgment and ensuring client satisfaction.
• Strong organizational skills with excellent ability to commit to and follow through on tasks with minimal to no supervision.
• Interprets, communicates and summarizes orally and in writing, complex issues, conclusions and decisions related to all aspects of client renewals.
• Principles and practices of business administration; principles and practices of mathematics including algebra and ratios; knowledge and understanding of the PEO industry, the company the product, the service, the payroll system and the client files; ability to interpret, analyze, organize, and apply company operations to the sales process; proven problem-solving skills.
• Intermediate software skills, particularly Microsoft Office.
• Methods and techniques used in persuasion and negotiation of conflicts and problems; dealing constructively with conflict; communicates tactfully and effectively, verbally and in writing, in a diverse range of audiences and maintains effective work relations with those encountered in the course of employment.

Nice To Haves

• Bachelor’s Degree in related field is preferred.

Responsibilities

• Ensures client contracts are renewed expeditiously and accurately.
• Performs audit of client census data that supports client contract. Audit to include review of salaries, workers’ compensation codes, benefit elections and administrative allocations.
• Uses problem solving skills and high level of customer service to highlight historical review and future cost containment suggestions.
• Discuss confidential information with client, with regard to risk assessment in areas of medical and workers’ compensation history. Explain pricing adjustments while abiding by government, organization and individual privacy policies.
• Following established procedures ensure client is in government regulations compliance, including possible tax credit candidates, benefit contributions and classing.
• Discusses potential impact and changes of Healthcare Reform with clients.
• Works independently with great self-initiative to make sure desired outcomes, as defined by Management, are achieved.
• Uses strong analytical skills, determines client’s needs and works independently to develop solutions based upon in-depth evaluation.
• Meeting expectations in regards to cost containment in order to ensure satisfaction of client and their employees.
• Provides ongoing support for client throughout renewal process.
• Uses good customer service as well as communication skills to explain client renewal documents to clients and internal sales and service personnel.
• Gathers feedback from the client and internal personnel in an effort to a achieve a positive renewal experience.
• Consults with client to build cost effective benefit package by providing cost comparison scenarios to client with the goal of providing a win/win for both the client and Insperity.
• Assists clients in review of competitive bids by suggesting key points of information to acquire when comparing our pricing to that of a competitor and assists clients in determining the cost associated with transitioning from Insperity. This might include some or all of the following, presenting numerous plan options, numerous proposed contributions, negotiating the administrative portion of the service fee.
• Discusses termination procedures with clients and distributes termination notification information to appropriate departments if client chooses to terminate relationship.
• Collaborates with internal constituents including, but not limited to, Pricing & Review, Payroll Services, Health & Welfare, Sales, Legal, Workers’ Compensation, Service Operations on an ad hoc basis to confirm an accuracy of the accounts.
• Ensures that all contract related requirements are completed, properly executed and communicated to appropriate departments. To include all pertinent client information and contract addenda.
• Completes required renewal administrative work timely.
• Partners with the Innovative Technology Solutions department to improve the daily process of providing information timely.
• Assists and participates in testing as required to improve technology service support contract renewal.

Benefits

• Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.
• Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.
• Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees