Client Experience Specialist at Bankers Financial Corp – St. Petersburg, Florida
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About This Position
Company Value Statements
In the performance of their respective tasks and duties, all employees are expected to demonstrate the following:
- Acting with the highest level of honesty, trust, character and transparency.
- Making a unified effort to achieve the goals of the organization; embracing accountability for exceptional performance every day.
- Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders.
- Approaching every challenge with creative energy, discovering unique solutions to maximize success; focus on creating and delivering compelling customer value.
- Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community.
The Client Experience Specialist I is a hands-on representative and primary contact for our clients and their employees.
Essential Functions- Serves as the primary point of contact for an assigned book of business of clients.
- Evaluates and analyzes client and employee requests quickly, assess the best resource and/or appropriate resolution, communicating the resolution in a timely manner.
- Proactively escalates issues on the client’s behalf to ensure customer satisfaction. Follows through on all client referrals to internal department resources to ensure a timely response.
- Tracks and records client interaction in Salesforce.
- Maintains current knowledge of organization policies and procedures.
- Provides excellent customer service to client and employee while maintaining confidentially.
- Provides employment-related data and prepares required reports for clients in a timely manner.
- Perform effectively at a sustained pace and produce quality work for internal and external customers.
- Present to clients via webinar or onsite demos of HRIS systems and/or training.
Required Education and Experience
- High School diploma or equivalent
- 1 – 2 years of experience in customer service or account management.
- Experience working with computer systems and Microsoft Office products.
- Must have excellent customer service skills.
- Excellent verbal/written communication and strong interpersonal skills.
- Ability to adapt to a fast-paced environment with changing priorities.
- Experience working with confidential information.
- Bachelor's or associate degree in Human Resources or closely related field.
- Experience with HRIS systems and Salesforce preferred.
- Previous experience with a Professional Employer Organization (PEO) preferred.
- Moderate proficiency using Microsoft Office products.
The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and the usual working conditions of this position. It is not designed to contain or be interpreted as a comprehensive, complete, or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.
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Job Location
Job Location
This job is located in the St. Petersburg, Florida, 33702, United States region.