Payroll & Client Service Specialist

Insurance Office of America; Kissimmee (FL); Remote; USD 50,000 - 80,000; Full time

Job summary

A leading company in insurance brokerage seeks a Payroll & Client Service Specialist. This fully remote role involves delivering high-quality support using the UKG Ready platform, requiring strong technical and communication skills to maintain client relationships. Ideal candidates should have payroll experience and strong analytical abilities, ensuring data integrity and client satisfaction.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

401K with employer match

Opportunities for professional growth

Respectful culture and work/life balance

Qualifications

• 3-5 years of Payroll Service Bureau Experience preferred.
• Knowledge in Payroll, Tax, Garnishments, 401K, and Health Benefits.

Responsibilities

• Provide outstanding customer service, proactively anticipating client needs.
• Identify and act on sales opportunities to grow POA business.
• Maintain a book of business and coordinate client training activities.

Skills

Technical ability within UKG Ready

Excellent communication skills

Advanced Excel skills

Strong analytical skills

Detail-oriented

Education

College Degree

FPC or CPP Designation

Job description

Join to apply for the Payroll & Client Service Specialist role at Insurance Office of America.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description

Title: Payroll & Client Service Specialist

Location: Fully Remote, though hybrid preferred if located near Lakewood Ranch, FL.

About the Role:

The Payroll & Client Service Specialist is responsible for delivering high-quality technical support, training, and system guidance to both 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 both client-facing communication and backend system configurations. The Payroll & Client Service Specialist maintains a book of key accounts utilizing the UKG Ready platform, inputs payroll data accurately and timely, conducts client trainings, and assists in adding additional products as needed.

Ideal Candidate Qualifications:

• High technical ability within the UKG Ready platform, including training clients, troubleshooting issues, and data importation.
• Current FPC or CPP Designation - Preferred.
• 3-5 years of Payroll Service Bureau Experience - Preferred.
• College Degree Preferred.
• Knowledge in Payroll, Tax, Garnishments, 401K, and Health Benefits.
• Excellent written and verbal communication skills.
• Advanced Excel skills, including functions, formulas, pivot tables, and V-lookups.
• Strong facilitation, analytical, and critical thinking skills.
• Ability to work independently and in a team, with strong organizational skills and adaptability.
• Detail-oriented with excellent Microsoft Office skills.

Key Responsibilities:

• Provide outstanding customer service, proactively anticipating client needs, maintaining professional communication, and responding promptly.
• Identify and act on sales opportunities to grow POA business.
• Maintain a book of business and coordinate client training activities.
• Participate in client hand-off meetings with the Implementation Team.
• Develop and maintain positive relationships with clients and team members.
• Ensure data integrity and quality control.
• Participate in training and support team collaboration.
• Maintain technical competence and industry knowledge.
• Comply with company policies and standards.
• Engage in professional development and demonstrate integrity and leadership.

What We Offer:

• Competitive salaries and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick leave.
• 401K with employer match.
• Employee stock plan participation.
• Opportunities for professional growth and career advancement.
• Respectful culture and work/life balance.
• Community service involvement.
• Supportive team environment.

Application Process:

• 30-minute phone screen, online assessments, and interviews.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
https://www.ioausa.com/