Broker-Partner PEO Success Specialist

Niural; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Niural is seeking a detail oriented PEO Customer Success Specialist with 2+ years of experience to serve as the primary contact for PEO clients enrolled via broker partners. This role bridges payroll, taxes, and benefits while maintaining strong client and broker relationships.

You will collaborate with payroll operations, benefits, implementation, and sales to resolve issues and ensure timely renewals and open enrollments.

Qualifications

• At least 2 years of PEO payroll experience.
• Experience supporting clients sold or serviced through benefits brokers or a PEO broker channel.
• Strong understanding of payroll processes, tax compliance, and benefits administration.
• Working knowledge of employee benefits, including medical, dental, vision, life, FSA, HSA, 401(k), and COBRA.
• Understanding of open enrollment, eligibility rules, qualifying life events, and pretax vs post tax deductions.
• Experience handling client and broker inquiries related to payroll and benefits.
• CPP or FPC certification preferred.
• Experience with US and Canada payroll processing preferred.
• Ability to audit payroll data with strong attention to detail.

Responsibilities

• Serve as the main point of contact for PEO clients serviced through broker partners, providing exceptional customer service and support
• Build and maintain strong relationships with both clients and their brokers
• Coordinate with brokers on client needs, escalations, renewals, and open enrollment, keeping them informed while respecting the client relationship
• Respond to and resolve client and broker inquiries related to payroll, taxes, and benefits in a timely and professional manner
• Assist client employees with payroll and benefits related questions, including eligibility, enrollment, and qualifying life event changes
• Review benefit deductions on payroll for accuracy and work with the benefits team to resolve discrepancies
• Collaborate closely with internal teams to investigate and resolve client issues efficiently
• Maintain accurate client records, document client and broker interactions, and ensure compliance with internal processes and payroll regulations
• Suggest workflow improvements to enhance accuracy, efficiency, and the client and broker experience
• Monitor payroll deadlines
• Review and audit payroll data for accuracy
• Audit monthly client payroll invoices
• Help build and maintain internal knowledge bases, FAQs, or client and broker resources
• Support clients and brokers during annual open enrollment
• Process and report new hires to the appropriate state agencies
• Monitor client tax setups and add new states to client accounts when applicable
• Assist payroll operations with special projects as needed

Skills

Detail oriented

Customer service

Relationship building

Effective communication

Multitasking

Job description

Niural is seeking a detail oriented PEO Customer Success Specialist with 2+ years of experience to serve as the primary contact for PEO clients enrolled via broker partners. This role bridges payroll, taxes, and benefits while maintaining strong client and broker relationships.

You will collaborate with payroll operations, benefits, implementation, and sales to resolve issues and ensure timely renewals and open enrollments.