Payroll & Client Service Specialist (UKG Ready required)

Payroll & Client Service Specialist

Fully Remote, though hybrid preferred if located near Lakewood Ranch or Longwood, FL.

Job Description

The UKG Ready Payroll & Client Service Specialist “CSR” is responsible for delivering high quality payroll, technical support, and training to POA clients and internal teams. This role focuses on optimizing the UKG Ready platform experience across the Payroll, HRMS, and TLM modules. The ideal candidate is resourceful, detail‑oriented, and comfortable navigating client communication, backend system configuration, and operational processing needs. The primary function is maintaining a book of key accounts utilizing the UKG Ready platform. The CSR will input and process payroll data accurately and timely, conduct client trainings, assist with adding additional products, and perform other duties as assigned by Management.

Ideal Candidate Qualifications

• High degree of technical ability within the UKG Ready platform, including the ability to train clients, troubleshoot issues, and successfully import data
• Current FPC or CPP Designation – Preferred
• 3–5 years of Payroll Service Bureau Experience – Preferred
• College Degree Preferred
• Expert level knowledge in Payroll, Tax, Garnishments, 401K, and Health Benefits
• Familiarity with TLM Pay Calc 2.0
• Excellent written and verbal communication skills
• High degree of documented Excel skills, including functions, formulas, pivot tables, and V‑lookups
• Strong facilitation, analytical, and critical thinking skills, with the ability to gather and analyze information
• Able to work effectively independently and in a team environment, with strong organizational skills and the ability to multi‑task, meet deadlines, and adapt to changing priorities
• Detail‑oriented with excellent Microsoft Office skills

Key Responsibilities

• Customer service mentality: Display a customer service mentality and deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to service requests.
• Sales opportunities: Actively seek to grow POA business by identifying and acting on sales opportunities.
• Book of business: Maintain a book of business.
• Client training: Coordinate client training activities within a book of business.
• Client hand‑off meetings: Attend client hand‑off meetings with the Implementation Team.
• Positive relationships: Develop and maintain positive and productive relationships with POA leadership, peers, co‑workers, teammates, IOA employees, and all clients.
• Discretion and Judgment: Ensure beneficial outcomes using discretion and judgment.
• Data integrity: Provide quality control over data integrity for all clients.
• Training participation: Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team.
• Team support: Act as back‑up for teammates as needed, ensuring overall team service excellence.
• Collaboration: Work effectively with the entire POA team, seeking input and developing win‑win solutions to any process, service, quality, or productivity issues.
• Technical competence: Maintain a high degree of technical competence and industry/market expertise.
• Compliance: Comply with all company work rules, standards, policies, and procedures at all times.
• Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities.
• Champion IOA Values: Demonstrate integrity and leadership.

What We Offer

• Competitive salaries and bonus potential
• Company‑paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What To Expect (Application Process)

• 30‑Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is $27.00 to $36.00 per hour, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.