Payroll & Client Service Specialist (UKG Ready experience highly preferred)

Community Options, Inc.; Cocoa (FL); Remote; USD 45,000 - 65,000; Full time

Job summary

A prestigious company is seeking a Payroll & Client Service Specialist to deliver high-quality technical support and client training. This fully remote position requires expertise in the UKG Ready platform, strong communication and Excel skills, and a proactive attitude towards client needs. Competitive salaries, health benefits, and opportunities for professional growth are offered.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Opportunities for professional growth and career progression

Supportive team environment

Qualifications

• 3 - 5 years of Payroll Service Bureau Experience preferred.
• Knowledge in Payroll, Tax, Garnishments, 401K, and Health Benefits.
• Detail-oriented with excellent Microsoft Office skills.

Responsibilities

• Deliver outstanding customer service and maintain professional communication.
• Identify and act on sales opportunities to grow business.
• Maintain a book of business and coordinate client training activities.

Skills

Training clients

Troubleshooting

Excellent communication skills

Strong Excel skills

Analytical thinking

Organizational skills

Education

College Degree

Current FPC or CPP Designation

Job description

Payroll & Client Service Specialist (UKG Ready experience highly preferred)

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, part of the greater Orlando community, 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

(Fully Remote, though hybrid preferred if located near Lakewood Ranch, FL): | (Location/based out of 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 importing data
• 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
• Strong 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 good organizational skills and ability to multi-task and meet deadlines
• Detail-oriented with excellent Microsoft Office skills

Key Responsibilities:

• Deliver outstanding customer service, proactively anticipate client needs, maintain professional communication, and respond 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 over client data
• Participate in internal and external training to expand knowledge
• Support team as needed to ensure service excellence
• Collaborate effectively with the POA team for process improvements
• Maintain high technical competence and industry knowledge
• Comply with company policies and procedures
• Engage in professional development activities
• Demonstrate integrity and leadership in line with IOA values

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 progression
• Respectful culture and work/life balance
• Community service commitment
• Supportive team environment

Application Process:

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

Insurance Office of America is an equal opportunity employer, celebrating diversity and fostering an inclusive environment for all employees.

https://www.ioausa.com/