Benefits Client Service Representative I

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Paylocity is an equal opportunity employer.

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.


While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.


We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.


Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.


Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!


Position Overview:
Not an expert in benefits? No problem! We will train you to be a SME in the Paylocity Benefits platform as you grow with our team. The Benefits Client Service Representative will act as the primary point of contact for an assigned base of Benefits clients, serving as their dedicated resource for benefit product support. Our team looks to exceed client expectations daily so timely and efficient response to their support needs is imperative.


Location: Lake Mary FL


Reports To: Manager Support


Responsibilities:

  • Administer technical and non-technical support to clients in an effort to facilitate their use of Benefits.
  • Apply critical thinking and problem-solving skills to trouble-shoot and resolve benefit questions for your clients.
  • Research and resolve client issues in a timely manner, drawing resources from internal departments when necessary.
  • Provide prompt courteous service to all external and internal customers.
  • Facilitate client meetings.
  • Work overtime as needed, especially during Fall/Winter open enrollment season.
  • Partner with clients to manage open enrollment projects.
  • Coordinate with internal team members (i.e. Analysts) on projects such as open enrollment to meet client deadlines and expectations.
  • Assist with special projects as assigned.

Requirements:

  • Excellent verbal and written communication skills are required.
  • Self-starter and quick learner. You will need to exercise independent judgment in setting your own priorities and workflow.
  • Comfortable with heavy client contact.
  • Strong attention to detail and accuracy.
  • Strong troubleshooting skills and the ability to learn new software easily.
  • Ability to tolerate a busy and sometimes stressful environment.
  • Willingness to perform a wide variety of tasks and projects independently.
  • Basic project management skills
  • Proficiency in MS office.

Preferred Skills:

  • Computer skills, including familiarity with web-based applications and MS Office programs required; solid understanding of Excel is a plus.
  • Working knowledge of health and welfare benefit concepts as well as experience with on-line benefit enrollment products is a plus.
  • Bachelor’s degree preferred plus two years of related experience with proven skills in customer service.

Soft Skills:

  • Multi-tasking – We work in a matrix environment meaning that you will be working on more than one client at a time although each client may have different needs. The ability to multi-task is essential as you shift focus from one client to another.
  • Attention to detail – Working in a matrix environment, attention to detail is key to your success at Paylocity.
  • Strong communication skills.
  • Problem-solving/analytical ability
  • Able to work in a team environment.
  • Able to manage change.
  • Customer focus and ability to manage client interactions in effort to maintain client retention rates.

 

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.   


We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.  


We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact LeaveBenefits@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. 


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At Paylocity, “We” is what makes us different. We are committed to fostering a culture that honors diverse opinions, perspectives, and backgrounds, knowing that each makes us stronger and collectively unbeatable together. We actively cultivate these differences as we engage each other in driving innovation in the software and services we provide our customers. Paylocity is an equal opportunity employer. If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at +1 (844) 404-7427.