Client Renewal Specialist

SUMMARY – This position is responsible for working with bid variables and benefit data to initiate and prepare accurate, complete, profitable and timely renewals and rate adjustments to meet Management Team directives. RESPONSIBILITIES Ensures client contracts are renewed expeditiously and accurately. Performs audit of client census data that supports client contract, including review of salaries, workers’ compensation codes, benefit elections and administrative allocations. Uses problem‑solving skills and high level of customer service to highlight historical review and future cost containment suggestions. Discusses confidential information with client regarding risk assessment in areas of medical and workers’ compensation history. Explains pricing adjustments while abiding by government, organization and individual privacy policies. Ensures client is in government regulation compliance, including possible tax credit candidates, benefit contributions and classing. Discusses potential impact and changes of Healthcare Reform with clients. Works independently with great self‑initiative to achieve desired outcomes as defined by Management. Uses strong analytical skills to determine client’s needs and develops solutions based on in‑depth evaluation. Meets cost‑containment expectations to ensure satisfaction of client and their employees. Provides ongoing support for client throughout renewal process. Uses good customer service and communication skills to explain client renewal documents to clients and internal sales and service personnel. Gathers feedback from the client and internal personnel to achieve a positive renewal experience. Consults with client to build a cost‑effective benefit package, providing cost comparison scenarios to achieve a win/win for client and Insperity. Assists clients in reviewing competitive bids, suggesting key points of information for comparison and determining the cost of transitioning from Insperity. Negotiates the administrative portion of the service fee and presents numerous plan options and proposed contributions. Discusses termination procedures with clients and distributes termination notification information to appropriate departments if client chooses to terminate the relationship. Collaborates with internal constituents (Pricing & Review, Payroll Services, Health & Welfare, Sales, Legal, Workers’ Compensation, Service Operations) to confirm account accuracy. Ensures all contract‑related requirements are completed, properly executed and communicated to appropriate departments. Includes all pertinent client information and contract addenda. Completes required renewal administrative work in a timely manner. Partners with the Innovative Technology Solutions department to improve the daily process of providing information timely. Assists and participates in testing to improve technology service support contract renewal. QUALIFICATIONS High School Diploma or equivalent (required). Bachelor’s Degree in a related field (preferred). One to two years related work experience (preferred). High‑touch, rapport‑building position requiring strong communication skills (verbal and written) and a desire to give clients personal attention. Strong analytical aptitude and ability to work toward specific measurable performance targets for self, clients and team. Works with clients, Sales and Service daily, responding to complex inquiries and solving problems using independent judgment to ensure client satisfaction. Strong organizational skills with excellent ability to commit to and follow through on tasks with minimal or no supervision. Interprets, communicates and summarizes orally and in writing complex issues, conclusions and decisions related to all aspects of client renewals. Knowledge of principles and practices of business administration and mathematics (including algebra and ratios) and of the PEO industry, company products, services, payroll system and client files. Ability to interpret, analyze, organize and apply company operations to the sales process; proven problem‑solving skills. Intermediate software skills, particularly Microsoft Office. Experience in persuasion and negotiation of conflicts and problems; constructive conflict resolution; effective verbal and written communication across diverse audiences; maintenance of effective work relations. At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal‑opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #J-18808-Ljbffr 60 Insperity Services, L.P.