This position is responsible for acting as a trusted advisor and client service professional by providing timely and accurate advice around payroll compliance and delivering payroll solutions that positively impacts the client’s business and creates client retention. This role troubleshoots situations, educates clients, develops partnerships with stakeholders, and creates the environment to demonstrate the depth, breadth, and level of care that creates value in the Insperity relationship. Under moderate supervision and moderate decision-making: Creates and maintains Middle Market client relationships which support Insperity"s revenue, expense and growth targets. Onboards and maintains assigned clients with various client company structures and in multiple states/localities to payroll and related services ensuring accurate and timely implementation. Analyzes payroll data supplied by clients for accuracy and completeness, inputs and balances payroll data accurately, processes payroll, and reviews/analyzes payroll reports for accuracy and distributes to clients timely. Ensures accurate compliance with payroll laws and regulations for Insperity and the client. Serves as active contributor to ongoing book of business meetings with key internal business partners to ensure tactical and strategy opportunities are shared and incorporated into payroll and human resources service delivery. Travels to client worksites to participate in client meetings, deliver training, discuss recommendations for improvement and/or answer questions to address client needs and support clients" perception of the value derived from Insperity"s services. Maintains flexibility in schedule to accommodate clients" needs. Serves as mentor, subject matter expert and knowledge resource for Field Payroll Operations personnel. Supports client satisfaction indicators via quality service checks among clients and service observations performed by supervisor to ensure client satisfaction. Researches, gathers and analyzes client needs pertaining to payroll processing, reporting, related Insperity services and day-to-day operations for assigned clients. Maintains knowledge of a business" financial operation relating to payroll and accounting for middle market sized business operations from an owner/payroll contact/on-site supervisor/CPA perspective to make business decisions and gives guidance to clients. Identifies payroll service solutions to streamline or enhance the payroll service delivery to clients and makes recommendations for improvements to processes and policies while maintaining compliance with applicable laws and regulations applicable to payroll processing and administration. Supports process and audit efforts to ensure integrity and accountability for Sarbanes-Oxley compliance. Maintains knowledge in federal, state and local payroll administration laws, regulations and best practices. Provides customer focused interaction ensuring timely response and effective follow-up on client and/or internal requests and/or issues. Provides ongoing and timely communication to payroll teammates, payroll supervisor and service teams on the status of relationship with client and alerts appropriate internal departments with information pertinent to the maintenance of the client relationship. Participates in testing of new payroll processes and enhancements. Acts as back-up to supervisor and provides project support. Acts as back-up for other payroll functions as assigned.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED