Transition Support Services Specialist

Overview

Executes sales-initiated requests by reviewing client submitted documents, entering client information to begin client setup on TriNet's platform, and scheduling client welcome calls. Serves as a central point of contact between departments involved in closing new business and works with Transition Support Services Supervisors on projects.

What you'll do

• Perform quality assurance review of client submitted forms for completeness and accuracy
• Research answers to prospect questions, often working with department subject matter experts to ensure accurate answers
• Review client information and pricing details to ensure accuracy of data transference between systems for client setup
• Schedule setup and client introductory calls to initiate the sales to service transition
• Facilitate communication to multiple departments for post-client setup items for configuration
• Provide ongoing process improvement recommendations and enhancements
• Complete other projects and responsibilities assigned at the manager's discretion
• Perform other duties as assigned
• Comply with all policies and standards

What you'll need

• Bachelor's Degree or equivalent combination of degree and experience
• Typically 2+ years of business process, sales support, or customer service experience
• Strong user knowledge of internal systems and processes to include product offering, benefits and risk compliance, and service operations
• Ability to adapt quickly to revised 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

Nice to have

• Bachelor's Degree or equivalent combination of degree and experience
• Typically 1+ years of previous experience with Salesforce.com
• Typically 1+ years of PEO industry experience
• Knowledge of risk and benefits underwriting, and payroll

Details

• Location: Hyderabad, Telangana, India
• Work mode: 100% in office