CoAdvantage
  • - Implementation
  • Tampa, FL, USA
  • Full Time

CoAd Summary:

CoAdvantage, a portfolio company of Morgan Stanley Global Private Equity, provides human resource solutions to small and mid-sized businesses across the country.  Headquartered in Tampa, Florida, CoAdvantage serves approximately 2500 clients representing more than 50,000 worksite employees in all 50 states. The experience of our executive leadership team and internal workforce allow us to deliver outstanding service to our customers, including entrepreneurial startups to those in more mature industries.

 

Position Summary:

The Implementation Specialist is responsible for new client set-ups with a primary knowledge in client build, benefit set ups or payroll. The Implementation Specialist must follow project standards within established timeframes and at defined quality levels. The Implementation Specialist must display exceptional internal relationship management skills while working with an internal team on new client setups to ensure a successful and sustainable partnership with CoAdvantage client partners.

 

Essential Benefit Job Functions:

  • Provides customer service to phone inquiries from clients, employees & carrier contacts. Not limited to answering benefit questions, resolving problems related to access or payment of benefits, orient newly eligible employees.
  • Provides online medical, prescription & dental data entry with applicable carriers.
  • Audits benefit enrollments & processes both client & employee adjustments as necessary.
  • Responsible for complying with government regulations relative to benefit enrollments.

 

Essential Payroll Job Functions:

  • Responsible for complying with government regulations relative to payroll processing.
  • Responsible for auditing all aspects of payroll, benefits and employee data to ensure accuracy.
  • Set up deductions as required by client/payroll.
  • Update worksite employee records as needed.
  • Responsible for compiling reports as requested by client(s).
  • Able to process high volume and client payroll.
  • Participate in the development of training content. Responsible for the administration and compliance of payroll issues.
  • Provides client and employee services to support external client's employees with payroll questions.

 

Essential Client Build Job Functions:

  • Responsible for setting up new clients accurately and timely in company systems. Foster strong relationships across departments.
  • Perform a needs analysis with the Implementation Consultant to ensure that all setup items required are prepared and setup.
  • Quality control of client system setups.
  • Test and troubleshoot system configuration and functionality.
  • Validate new system input, output, and connectivity. Identify, research, and assist in resolving any issues with technical resources.
  • Maintain, enhance, and broaden knowledge and skills of software applications and industry practices.
  • Asisst with client and employee questions received through meetings, emails, or phone calls in regards to onboarding, payroll, etc.
  • Partner with managing the electronic onboarding process and new hire paperwork follow up with the Implementation Consultant. 

Essential Job Functions for all three areas:

  • Manage internal systems' checklists and documentation.
  • Participate in the testing and implementation of best practices - ensure consistent application with all clients.
  • Other duties as necessary.

 

Required Skills and Experience:

  • Minimum of 2 years in relevant area of expertise, preferably for a PEO or Payroll company.
  • The position requires good, basic, clerical and secretarial skills with emphasis on verbal and written communication skills (in English), good common sense; positive attitude; willingness to take initiative; and ability to maintain confidentiality.
  • Has a working knowledge of tools used to support client products and services.
  • Task execution and follow-up.
  • Accurate and detailed audits.
  • Ability to support on time starts with quality.
  • Demonstrated follow-up skills to ensure timely and effective closure of open items on sales orders and throughout the implementation process.
  • Ability to multi-task, to organize work based on priority and to meet deadlines.
  • 1-3 years of customer service experience preferred.
  • Previous experience with benefits administration preferred.
  • Excellent problem resolution skills.
  • Ability to work well with others.
  • Ability to work well under pressure.
  • Strong oral and written communication skills.
  • Knowledge of Microsoft applications (Word and Excel).  Proficient in typing.

 

Educational and Professional Licensing or Certification Requirements:

  • Bachelor's degree from an accredited college or university preferred.

 

CoAd Summary:

CoAdvantage, a portfolio company of Morgan Stanley Global Private Equity, provides human resource solutions to small and mid-sized businesses across the country.  Headquartered in Tampa, Florida, CoAdvantage serves approximately 2500 clients representing more than 50,000 worksite employees in all 50 states. The experience of our executive leadership team and internal workforce allow us to deliver outstanding service to our customers, including entrepreneurial startups to those in more mature industries.

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