Transition Support Services Specialist

TriNet•Atlanta, GA

16h•$21 - $32•Onsite

About The Position

Responsible for executing on sales-initiated requests. Support includes quality review of client submitted documents, data entry of client information to begin client setup on TriNet's platform and scheduling client welcome calls. This role serves as a central point of contact between multiple departments that are involved in closing new business and working closely with the Transition Support Services Supervisors to support projects.

Requirements

Bachelor's Degree or equivalent combination of degree and experience preferred
Typically 2+ years Business process, sales support, or customer service experience required
Strong user knowledge of internal systems and processes to include product offering, benefits and risk compliance, and service operations
Ability to adapt quickly to revise process handling and project plans as needed for changing business needs and requirements
Strong organizational and time management skills with ability to manage multiple competing priorities in a high-volume work environment
Strong verbal and written communication skills
Ability to effectively interact with multiple internal departments
Ability to read and interpret documents such as process policies and contracts
Highly proficient in Microsoft Office Suite

Nice To Haves

Typically 1+ years Previous experience with Salesforce.com preferred
Typically 1+ years PEO industry experience preferred
Knowledge of risk and benefits underwriting, and payroll preferred

Responsibilities

Quality assurance review of client submitted forms for completeness and accuracy
Researches the answers to prospect questions often working with department subject matter experts to ensure accurate answers are obtained
Reviews client information and pricing details, to ensure the accuracy of data transference between systems for client setup
Responsible for scheduling setup and client introductory calls to initiate sales to service transitions
Facilitates communication to multiple departments for post-client setup items for configuration
Provides ongoing process improvement recommendations and enhancements
Completes other projects and responsibilities assigned at the manager’s discretion
Performs other duties as assigned
Complies with all policies and standards