Orientation Planner
Company: Insperity
Location: Atlanta
Posted on: March 21, 2023
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Job Description:
There's a reason -Insperity -was ranked in the top 3% on
WorkplaceDynamics" National Top Workplaces list and named one of
the top 100 companies to work for in the U.S.
Want to work for us and find out why?
As a trusted advisor to America's best businesses for more than 35
years, Insperity provides an array of human resource and business
solutions designed to help improve business performance. In
addition, we provide the client company and their worksite
employees with a wide array of value-added benefits and
services.
Insperity offers a competitive compensation package and a
world-class benefits package, including 19 days paid time off, 9
paid holidays, medical, dental and vision benefits, 401k and
tuition reimbursement. At Insperity, we're committed to providing a
positive work environment, and to helping our employees succeed
both personally and professionally.
Orientation Planner
We are currently seeking a Orientation Planner to join our
team.
Summary
Responsible for creating a "Wow" experience when interacting with
external and internal customers by consistently exceeding
expectations. With limited supervision and in a team environment,
interfaces with sales, identify options, plan and coordinate the
activities associated with the transition of new clients into
Insperity that results in client retention, growth and
satisfaction. Schedules national orientation meetings and
troubleshoot logistical, approval and document requirements with
cross-functional, internal clients to ensure a smooth transition.
Collaborates with Orientation Managers when internal requirements
create conflicts/barriers to go forward with a meeting. Develops
and demonstrates highly functional relationships with peer team
members, sales team members and other internal departments that
support a positive transition for new clients resulting in client
satisfaction and retention. Maintain flexibility in schedule to
accommodate clients' needs.
RESPONSIBILITIES:
--- Determines client eligibility for orientation services by
confirming approval status and client
demographic information.
--- Schedules national new-client orientation meetings.
--- Manages incoming orientation requests and available resources
in a way that results in client
satisfaction and cost-effective travel decisions.
--- Interacts with the sales and service teams to troubleshoot
logistical meeting details and
availability.
--- Communicates with Sales Representative and Orientation Manager
to determine whether to hold
a meeting when contractual items are missing.
--- Makes scheduling decisions based on client owner's business
needs, geographical requirements
for multiple locations, client cost constraints, and optimal number
of attendees per meeting.
--- Utilizes knowledge of various HR disciplines to communicate
internally regarding possible
transition challenges, including but not limited to the timing of
first payroll.
--- Facilitates file and file maintenance process for spin off
(sales code) clients
--- Supports process and audit efforts to ensure integrity and
accountability for Sarbanes-Oxley and
HIPAA compliance.
--- Communicates with teammates, internal departments, and clients
to ensure positive customer
service via email, in person, and by phone.
--- Collaborates with sales and internal teammates to resolve
scheduling conflicts in a positive,
client-focused manner.
--- Provides backup support to the Orientation Coordinator,
including the assembly of materials
which requires lifting up to 50 pounds.
--- Provides backup support to the Mid Market/New Accounts Payroll
Coordinators during the
transition process.
--- Provides backup support to the Benefits team for escalations,
client call-backs, and benefit form
entries.
--- Assists in the accomplishment of Insperity Company goals.
--- Helps other employees to accomplish Insperity Company
goals.
--- Performs other duties as may be assigned by department
supervisor.
--- Participates in the Disaster Recovery plan as required.
QUALIFICATIONS:
--- High school diploma or GED required. Four-year undergraduate
degree preferred. 2 - 5 years of experience in a project management
or travel-related field preferred.
--- Ability to use Microsoft Office and internal programs
proficiently; demonstrated ability to learn other applications as
needed.
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.
#CNS
#ZCS
Keywords: Insperity, Atlanta , Orientation Planner, Other , Atlanta, Georgia
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here to apply!
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