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This position is responsible for creating a positive client experience by demonstrating genuine care and delivering unmatched service for external and internal customers while leading interactions and consistently exceeding expectations. This position ensures that the service strategy plans are developed, monitored, completed, and delivered for their client base. Provides value that positively impacts our clients’ businesses and results in retention and growth. Facilitates client review meetings with team members, and based on outcome, coordinate service delivery and/or action plans. Troubleshoots situations, educate clients, develop partnerships with stakeholders, and solicit referrals.
Job Responsibility:
Starts with a conceptual idea or vision and then develops systems, processes and plans that are executable, realistic and results oriented
Aligns Insperity services with client needs through an understanding of business plans and small to medium size business operations from an owner’s perspective
Leads a team through a client/team meeting or planning process
Uses appropriate methods of dealing with human behavior in a variety of business circumstances
Oversees development and facilitation of client service strategy plan for client base
Develops and maintains relationship as trusted advisor with client owners, client appointed contacts or on-site supervisors
Executes level of care playbook through authentic and intentional delivery as a client advocate
Analyzes and recommends suggestions for client concerns and develops action plans for correction
Assists clients with obtaining and interpreting service information
Participates in prospect meetings with sales and service team members
Coordinates service delivery for multiple locations
Coordinates service delivery from multiple Insperity departments
Develops and maintains relationships with all Insperity departments
Assists various departments’ personnel with technical or complex issues encountered by the client owners, client appointed contacts, or on-site supervisor
Educates and encourages client usage of all technical applications and/or product offerings
Educates new team members on technical applications and/or product offerings used by Insperity
Assists in the accomplishment of Insperity Company goals
Helps other employees to accomplish Insperity Company goals
Performs other duties as may be assigned by department supervisor
Participates in the Disaster Recovery plan as required
Requirements:
High School Diploma or equivalent is required
Bachelor's Degree is preferred
Three to five years of experience is required
Multi-tasking and identifying priorities
Presentation skills to include proficiency in design and delivery
Effective written and verbal communication skills
Effective problem solving/decision making skills
Ability to manage and direct multiple projects on an on-going basis
Ability to adapt and champion change
Proficient listening and comprehension skills
Ability to solicit referrals from clients
Proficient use of Microsoft Office programs and demonstrated ability to learn applications and programs as needed
What we offer:
Flexibility: Over 80% of Insperity’s jobs have flexibility
Career Growth: continuous learning programs, mentorship opportunities and ongoing training
Well-Being: generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours