Responsible for executing on sales-initiated requests, including quality review of client submitted documents and data entry for client setup on TriNet's platform
Job Summary
Responsible for executing on sales-initiated requests, including quality review of client submitted documents and data entry for client setup on TriNet's platform.
Serves as a central point of contact between multiple departments involved in closing new business and supports projects with supervisors.
Provides ongoing process improvement recommendations and enhancements to optimize operations.
Matching Summary
Responsible for executing on sales-initiated requests, including quality review of client submitted documents and data entry for client setup on TriNet's platform.
Skills & Requirements
Must-have
Quality assurance review
Data transference accuracy
Client introductory calls
Process improvement recommendations
Microsoft Office Suite proficiency
Nice-to-have
Adapt quickly to changing needs
Strong organizational and time management
Effective internal department interaction
Knowledge of risk and benefits underwriting
PEO industry experience
Key Requirements
Bachelor's Degree or equivalent experience
2+ years business process, sales support, or customer service