Transition Support Services Specialist

Job Title

Responsible for executing on sales-initiated requests. Support includes quality review of client submitted documents, data entry of client information to begin client setup on TriNet's platform and scheduling client welcome calls. This role serves as a central point of contact between multiple departments that are involved in closing new business and working closely with the Transition Support Services Supervisors to support projects.

What you will do:

• Quality assurance review of client submitted forms for completeness and accuracy
• Researches the answers to prospect questions often working with department subject matter experts to ensure accurate answers are obtained
• Reviews client information and pricing details, to ensure the accuracy of data transference between systems for client setup
• Responsible for scheduling setup and client introductory calls to initiate sales to service transitions
• Facilitates communication to multiple departments for post-client setup items for configuration
• Provides ongoing process improvement recommendations and enhancements
• Completes other projects and responsibilities assigned at the manager's discretion
• Performs other duties as assigned
• Complies with all policies and standards

Education Qualifications:

• Bachelor's Degree or equivalent combination of degree and experience preferred

Experience Qualifications:

• Typically 2+ years Business process, sales support, or customer service experience required
• Typically 1+ years Previous experience with Salesforce.com preferred
• Typically 1+ years PEO industry experience preferred

Skills and Abilities:

• Strong user knowledge of internal systems and processes to include product offering, benefits and risk compliance, and service operations
• Ability to adapt quickly to revise process handling and project plans as needed for changing business needs and requirements
• Strong organizational and time management skills with ability to manage multiple competing priorities in a high-volume work environment
• Strong verbal and written communication skills
• Ability to effectively interact with multiple internal departments
• Ability to read and interpret documents such as process policies and contracts
• Highly proficient in Microsoft Office Suite
• Knowledge of risk and benefits underwriting, and payroll preferred

Travel Requirements: Minimal

Work Environment:

Work in clean, pleasant, and comfortable office or home setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.

The preferred location for this role is Atlanta, GA, and the salary range for this location is $21.01 to $31.54. All qualified external applicants will be considered for an in-office role, based in Atlanta. All qualified internal candidates are encouraged to apply and consider relocation to Atlanta and may be considered for remote hire at the company's discretion. The candidate's final salary offer will be based on the candidate's skills, education, work location and experience.

A candidate's compensation may also include bonuses consistent with TriNet's corporate bonus plan.

Additionally, subject to applicable eligibility requirements, TriNet offers permanent full-time employees a variety of benefits including medical, dental, and vision plans, life and disability insurance, a 401(K) savings plan, an employee stock purchase plan, eleven (11) Company observed holidays, PTO and a comprehensive leave program.

TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics.