Client Liaison

Responsibilities

• Creates a positive client experience by demonstrating genuine care and delivering unmatched service for external and internal customers.
• Ensures that the service strategy plans are developed, monitored, completed, and delivered for their client base.
• Facilitates client review meetings with team members and coordinates service delivery and/or action plans based on outcomes.
• Troubleshoots situations, educates clients, develops partnerships with stakeholders, and solicits referrals.
• Starts with a conceptual idea or vision and develops systems, processes, and plans that are executable, realistic, and results-oriented.
• Aligns Insperity services with client needs through an understanding of business plans and small to medium size business operations from an owner’s perspective.
• Led a team through a client/team meeting or planning process.
• Uses appropriate methods of dealing with human behavior in a variety of business circumstances.
• Oversees development and facilitation of client service strategy plan for client base.
• Develops and maintains relationship as a trusted advisor with client owners, client appointed contacts, or on-site supervisors.
• Executes level of care playbook through authentic and intentional delivery as a client advocate.
• Analyzes and recommends suggestions for client concerns and develops action plans for correction.
• Assists clients with obtaining and interpreting service information.
• Participates in prospect meetings with sales and service team members.
• Coordinates service delivery for multiple locations.
• Coordinates service delivery from multiple Insperity departments.
• Develops and maintains relationships with all Insperity departments.
• Assists various departments’ personnel with technical or complex issues encountered by the client owners, client appointed contacts, or on-site supervisor.
• Educates and encourages client usage of all technical applications and/or product offerings.
• Educates new team members on technical applications and/or product offerings used by Insperity.

Qualifications

• A High School Diploma or equivalent is required.
• A Bachelor's Degree is preferred.
• Three to five years of experience is required.
• Travel: up to 20% of time.