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Drive revenue growth across the Southeast by developing territory strategies, achieving sales targets, expanding broker and client relationships, delivering presentations and seminars, forecasting performance, documenting activities in Salesforce, and collaborating with internal teams. The role requires local travel up to 50% and occasional overnight travel for conferences and events.

Manages relationships with current, prospective, and former clients as the primary contact for questions and concerns. Resolves issues, educates clients on products and services, maintains account documentation, supports retention and growth, handles confidential information in compliance with HIPAA, and collaborates with internal teams to execute business strategies.

The Payroll Tax Specialist manages federal, state, and local payroll tax records, filings, reconciliations, funding, and year-end W-2/W-3 processing. The role researches and resolves complex tax issues, communicates with tax agencies and clients, maintains compliance documentation, improves processes, and supports team members as a payroll tax subject matter expert. The position is remote after two weeks of in-person training in Carrollton, Texas.

Processes and maintains participant and client records through accurate data entry, file reconciliation, error resolution, and report generation. The role requires resolving discrepancies, meeting service-level deadlines, collaborating with internal stakeholders, and managing multiple priorities. New hires work remotely after completing two weeks of in-person training in Carrollton, Texas.

Supports accounting operations across accounts payable, accounts receivable, collections, bank lockbox processing, exception funding, HSA and COBRA transactions, and stop payment entries. The role resolves financial discrepancies, maintains compliance and accuracy, supports accounting projects, and contributes to process improvements. It requires third-party administrator experience, accounting or finance education, familiarity with employee benefit products, banking operations, financial systems, and strong attention to detail.