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Lead new payroll clients through implementation from sales handoff to ongoing service transition. Responsibilities include reviewing payroll tax and employee data, coordinating Paylocity configuration, validating mock and live payrolls, resolving discrepancies, training clients, implementing HRIS modules, maintaining documentation, and coordinating handoffs with Sales, Paylocity, and service teams.

Process weekly, biweekly, and off-cycle payrolls for multiple clients using Paylocity. Troubleshoot payroll, tax, funding, and HRIS issues; configure system settings; support reporting, integrations, compliance, audits, and client inquiries. Manage competing deadlines, improve processes, document procedures, and provide clear technical guidance to clients. The role operates in a hybrid, high-volume environment and offers growth into advanced HRIS, implementation, or HR business partner work.

Supports personal and commercial insurance accounts through policy servicing, endorsements, certificates, renewals, client inquiries, and documentation. Assists with workers’ compensation and general liability audits by reviewing payroll and classification data, coordinating with carriers, and communicating results. Collaborates with Payroll and Benefits teams, supports proposals and renewals, maintains organized files, and completes training toward a Massachusetts Property and Casualty license.

Facilitate insurance policy sales and renewals, serve as a liaison between clients and carriers, resolve client concerns, advise on coverage changes, manage policy modifications, cross-sell services, and maintain accurate client records in automation systems.

Supports personal and commercial insurance accounts by handling policy changes, endorsements, certificates, renewals, audits, documentation, and client inquiries. Reviews payroll and classification data, collaborates with payroll and benefits teams, assists with proposals and renewal preparation, and maintains accurate agency records. The role requires obtaining a Florida Property and Casualty license within four months, occasional local driving, and ongoing professional development.

Entry-level Business Development Consultant responsible for high-volume outbound prospecting through cold calls and emails, researching prospects, introducing payroll solutions, booking meetings, maintaining Salesforce records, and meeting activity targets. The role includes prospect meetings via Zoom, collaboration with sales and marketing, participation in training, and support for client implementation and onboarding. Strong performers can advance to a Business Development Representative role.

Facilitates insurance policy sales and renewals, supports clients and carriers, resolves inquiries, advises on coverage, manages policy changes, cross-sells services, and maintains accurate client records in insurance and automation systems.

Generate new business in the Tampa market through outbound outreach, networking, and referrals. Build relationships with CPAs and business owners, conduct meetings (Zoom/in-person), manage pipeline in Salesforce, research prospects, attend local events, and support client onboarding.