PEO Customer Success Specialist, Broker Partners

New York Cityfull timeOn Site

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entry

$60k–$80k

H1B: no

Niural PEO Customer Success Specialist serving as the primary contact for PEO clients through broker partners, ensuring client satisfaction and smooth communication. Coordinate with brokers and internal teams to resolve payroll, tax, and benefits inquiries.

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 (such as payroll operations, benefits, implementation, engineering, and sales) 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. Work with engineering to provide feedback on client pain points and product improvements
Monitor payroll deadlines
Review and audit payroll data for accuracy
Audit monthly client payroll invoices

Qualification

You'll thrive in this role ifWorking knowledge of employee benefitsCPP or FPC certification

Required

You'll thrive in this role if:
You're detail oriented with strong organizational skills
You provide high quality customer service and build strong relationships with clients and brokers
You understand how the broker relationship works and how to balance client and broker expectations
You can confidently explain benefits concepts to clients and employees
You communicate clearly and professionally across teams, with clients, and with brokers
You proactively identify issues and collaborate to resolve them
You are comfortable managing multiple responsibilities in a fast paced environment
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

Preferred

CPP or FPC certification

Benefits

Dental
Vision
401(k)

Company

Niural

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Source: ashby

Active within the past hour

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Must-Have Skills for This Role

PEOpayrollbenefitstaxesclient servicecustomer success

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