Company Value Statements

In the performance of their respective tasks and duties, all employees are expected to demonstrate the following:

• Acting with the highest level of honesty, trust, character and transparency.
• Making a unified effort to achieve the goals of the organization; embracing accountability for exceptional performance every day.
• Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders.
• Approaching every challenge with creative energy, discovering unique solutions to maximize success; focus on creating and delivering compelling customer value.
• Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community.

Summary/Objective 

The Client Experience Specialist I is a hands-on representative and primary contact for our clients and their employees.  

Essential Functions 

• Serves as the primary point of contact for an assigned book of business of clients.
• Evaluates and analyzes client and employee requests quickly, assess the best resource and/or appropriate resolution, communicating the resolution in a timely manner.  
• Proactively escalates issues on the client’s behalf to ensure customer satisfaction. Follows through on all client referrals to internal department resources to ensure a timely response. 
• Tracks and records client interaction in Salesforce.
• Maintains current knowledge of organization policies and procedures.
• Provides excellent customer service to client and employee while maintaining confidentially. 
• Provides employment-related data and prepares required reports for clients in a timely manner. 
• Perform effectively at a sustained pace and produce quality work for internal and external customers.
• Present to clients via webinar or onsite demos of HRIS systems and/or training. 

Required Education and Experience 

• High School diploma or equivalent
• 1 – 2 years of experience in customer service or account management.
• Experience working with computer systems and Microsoft Office products.
• Must have excellent customer service skills. 
• Excellent verbal/written communication and strong interpersonal skills.
• Ability to adapt to a fast-paced environment with changing priorities.
• Experience working with confidential information.

Preferred Education and Experience 

• Bachelor's or associate degree in Human Resources or closely related field. 
• Experience with HRIS systems and Salesforce preferred.  
• Previous experience with a Professional Employer Organization (PEO) preferred. 
• Moderate proficiency using Microsoft Office products. 

 The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and the usual working conditions of this position. It is not designed to contain or be interpreted as a comprehensive, complete, or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.