PEO Onboarding Specialist - Paychex (California)

PEO Onboarding Specialist

Customer Service/Operations

CA - San Diego

CUS-21-00960

Description

Reviews, analyzes and processes new client paperwork from the PEO sales representatives, and PHRS generalists to ensure conformity with contractual, payroll and benefits submission requirements.

+ Assists PEO sales representatives, PHRS generalists, management and any applicable internal partners with understanding general requirements regarding our PEO service, set up process, and ongoing service model to protect the PEO business against adverse risk.

+ Assesses and communicates the timeframe of the on boarding process with PEO sales representatives, district sales managers, PHRS generalists, human resource managers and operations to obtain correct client information and ensure client expectations are properly met.

+ Monitors and communicates approvals from underwriting department to eliminate multiple field touch points. Partners with PEO sales representatives, PHRS generalists, and operations team to ensure uniformity, effective communication and alignment with client expectations, status and timeframes. Escalates to appropriate parties when a timeframe cannot be met enhancing the client experience and deliverables.

+ Initiates outbound internal communication of incomplete paperwork and any corrections needed during the setup process to streamline field touch points for a quicker resolution.

+ Manages new client implementation process from submission until the first payroll via communication and various internal systems to ensure a seamless transition from requirement checking to the clients first run.

+ Develops and maintains a high degree of PHRS product and system knowledge, as well as an understanding of how our system interfaces with all other applications and products. Reviews and updates any procedures or training materials where applicable for quality and consistency in our service offering.

+ Updates, tests and maintains appropriate, questionnaires, databases and software with information pertaining to the PEO new client submission/set up process to ensure data integrity and compliance with the PEO needs. Creates and develops reports as required to analyze key statistics to enhance service, identify trending and mitigate risk of the on boarding process.

Requirements

+ Associate's Degree - Preferred

+ 5 years of experience in PEO experience.

+ **Minimum 3 years payroll experience required.**

Our Commitment

Paychex is dedicated to fostering a culture of intentional Inclusion and Diversity (I&D). Our valued employees and commitment to I&D is the essence of our internal and external success. Inclusivity is a key value of our corporate culture and is exemplified through our reputation as a top employer for employee development, diversity, and ethics, as well as a focus on fairness in recruitment, selection, and decision making.

Click here for more information on our corporate social responsibility.

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.



* This article was originally published here

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