Client Payroll Deduction Specialist - Remote [United States]

 

Trustmark Voluntary Benefits (Voluntary) is a division of Trustmark Companies, a leading insurer, benefits administrator, and wellness company. Voluntary Benefits has been serving the voluntary benefit market for nearly a century and has a history of long term relationships that have been established for over fifty plus years. As one of the leading companies in voluntary benefits, Trustmark is committed to providing quality voluntary benefits including Universal Life with Long Term Care, Critical Illness, Disability and Wellness for employers with 100 or more employees. Whether developing and fostering business relationships with our customers or developing and fostering careers, we are the experts in building partnerships with customers and with our employees.

We are seeking a Client Payroll Deduction Specialist to join our Voluntary Benefits Sales support team. To be successful in this role, you must have superior phone skills, be able to communicate effectively with internal and external customers, possess excellent problem solving abilities and be able to work collaboratively in a fast-paced environment while displaying strong multi-tasking skills to meet deadlines. Please note this position is a full-time remote position which can be performed anywhere in the U.S. If you are a Colorado resident and this role is a field-based or remote role, you may be eligible to receive additional information about the compensation and benefits for this role, which we will provide upon request.

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Summary: The primary objective of this position is to effectively on-board our clients as it relates to their customized payroll deduction and billing set-up. This position will require a large amount of coordination with our Sales Implementation team as well as our billing customer service team. The position requires a service-savvy personality that helps strengthen our clients’ loyalty. This person should also be able to have consultative conversations with our Producer partners educating them on Trustmark’s value-added services.

Client Service Expert:

• Schedules Payroll Deduction set-up calls with assigned clients regarding their customized payroll parameters
• Conducts comprehensive Payroll Deduction set-up calls educating large and small clients on suitable options and automation selection, while evaluating clients’ capabilities and needs.
• Confidently directs complex Payroll Deduction/Billing conversations while maintaining the highest level of customer-friendly temperament and positive demeanor.
• Creates and distributes a Client Implementation Summary to clients and follows up on summary approval.
• Maintains a consistent level of contact with Clients throughout the onboarding process providing education, updates, and direction

Internal Coordination:

• Performs some data entry and effectively communicates the details of the payroll deduction set up information to appropriate departments in a timely manner.
• Coordinates case details with Sales Implementation Managers, Key Account Managers, and Regional Sales Directors.
• Effectively transitions a client to their Billing Specialist after on-boarding has been completed
• Acts as a resource for other staff members within the client service function.

Broker/Enrollment company Key resource:

• Works collaboratively with Broker Partners and Enrollment Firm Partners to efficiently on-board clients while proactively establishing essential requirements.
• Acts as a Subject matter expert to our established and emerging producer partners.
• May participate on implementation kickoff calls.

Qualifications include:

• 3+ years of prior work experience in a customer-facing environment.
• Analyze situations and critically think about information and data to make effective business decisions.
• Project management skills (tracking progress, follow-up, scheduling, creating plans, documenting notes).
• Deadline driven and ability to prioritize assignments.
• Proficient Use of Access, Word, Excel and Outlook.
• Excellent Business Communication Skills (verbal and written).
• Experience facilitating meetings and/or conference calls with multiple attendees.

Preferred but not required:

• Associate or Bachelor’s Degree
• Insurance experience.
• Billing experience.
• Experience in collaborating with Third Party Administrators.

Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.

For the third consecutive year we were selected as a Top Workplace by the Chicago Tribune. The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.

All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.

Required Skills

Required Experience

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