PEO Onboarding Specialist at Paychex (Phoenix, AZ)

| Phoenix – Mesa – Scottsdale, AZ
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Overview

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.

Responsibilities

  • 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.


Qualifications

  • Associate's Degree - Preferred
  • 5 years of experience in PEO experience.


Responsibilities

  • 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.


Qualifications

  • Associate's Degree - Preferred
  • 5 years of experience in PEO experience.
More Information on Paychex
Paychex operates in the HR Tech industry. The company is located in Rochester, NY. Paychex was founded in 1971. It has 14831 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 152 open jobs at Paychex, click here.
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