15 days old

Relationship Services Rep (MS Excel Whiz!)

La Palma, CA 90623

At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

 

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility.

 

BASIC FUNCTION

Analyzes Technical Lost Business reports (main & AB) and researches CRM and mainframe systems to determine the status of each account or item on the reports. Contacts clients as necessary to determine processing status and uses negotiating skills to save business. Works with Client Retention Specialists to initiate saves. For terminating clients, begins the process of terminating the client via LAR on all systems, including accurate termination coding to ensure proper financial reporting, client tax filing status, and database maintenance/recovery. Maintains appropriate follow up on recurring TLB items to ensure processing occurs or that appropriate measures are taken to determine the status. Prepares reports and provides information on lost accounts for Service Center management and Sales review. Assists management in identifying trends, including internal conditions that affect quality.

 

ESSENTIAL RESPONSIBILITIES

  • Analyzes Technical Lost Business reports (main & AB) and researches CRM and mainframe systems to determine the status of each account or item on the reports. Contacts clients as necessary to determine processing status and uses negotiating skills to save business. Follows up with other departments as required, or, if applicable, works with Client Retention Specialists to initiate saves. (Approx. weight: 40%).
  • For terminating clients or AB, determine hard loss versus soft loss, utilize appropriate workflow to initiate the termination process, notify internal departments, and ensure completion of client termination on all systems. Maintains appropriate follow up on recurring TLB items to ensure processing occurs or that appropriate measures are taken to determine the status. Notifies all Service Partners as required (TLM, ADP Employease, 401k, FSA, etc.). Indicates appropriate term reason and new method on the LAR to ensure consistency and accuracy. Performs the termination in the OPS system. Validate potential no-starts on the TLB reports and notify applicable group(s). (Approx. weight: 40%).
  • Prepares reports and provides information on lost accounts and saved business for Service Center management and Sales review. Performs month-end TLB review to identify loss adjustments. (Approx. weight: 10%).
  • Assists management in identifying trends, including internal ADP errors or conditions that affect the Service Center's overall quality and the resulting impact on lost business. (Approx. weight: 10%)

What skills are needed?

  • Excel (pivot tables, VLOOKUP, standard formulas, etc)
  • Written and verbal (may involve some client interaction via email/phone)

I would enjoy this job if:

  • I like to figure out better ways of doing things
  • I prefer to figure things out on my own vs being handed step by step instructions
  • I want to learn more about regional financials and identify opportunities and trends (and take action on those trends with the support of teammates)
  • I like to have different responsibilities to rotate into

What roles will I be handling?

  • Processing accurate termination requests
    • Providing feedback/working with CSC’s for clarification as needed
  • Reactivations/reverse terms
    • Term in error processes
  • Tracking and reporting of financial performance
    • Loss reasons, Technical Lost Business clients, Quality survey trends
  • Researching client TLB (Technical Lost Business) lists and determining proper next steps
    • Termination, communication, outreach, etc

QUALIFICATIONS:

Education: Some college preferred or the equivalent in education or experience

Experience: 2-4 years experience within a service environment. A proven proficiency in communicating with clients. Strong Excel and Outlook skills required. Client Service and/or billing experience preferred.

PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:
  • Good verbal and written communication skills required, including the ability to negotiate and deliver the value proposition to the client as we look to retain business.
  • Ability to analyze reports and identify trends. Ability to learn and acquire skills related to tax and reporting implications.
  • Effective time management skills in order to execute responsibilities within compressed deadlines.
  • This is a non-exempt/hourly paid position, so the ability to work overtime as needed.

Please check your email for an invitation to schedule a phone screening if you are selected for further consideration.
(Please ensure your email is set to accept emails from ADP or check your Spam folders for emails from ADP - Career Opportunities)

Explore our COVID-19 page https://jobs.adp.com/covid19/ to understand how ADP is approaching safety, travel, the hiring interview process, and more.

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADPs culture and our full set of values.

Industry

  • Other
Posted: 2021-11-11 Expires: 2021-12-26
Sponsored by:
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Sponsored by:
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Relationship Services Rep (MS Excel Whiz!)

ADP
La Palma, CA 90623

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