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The Agency Onboarding Specialist is responsible for coordinating agency to agency contract transfers, preparing notifications for carriers, ensuring the receipt of commission schedules, maintaining appointment records, and assisting in developing relationships with carriers. The role requires strong organizational skills and follow-up abilities to facilitate smooth transfers and communications within the organization.

Highly analytical, deadline-driven payroll tax specialist responsible for tax balancing, filing, communication with customers and tax agencies, tax data reconciliation, client billing, tax service support, tax guidance, and tax setup maintenance. Requires attention to detail, strong communication skills, and familiarity with payroll tax processing rules and regulations.

Client Executive responsible for developing new business opportunities, closing sales, and strategically managing an assigned book of business. Works closely with marketing and client service teams. Requires effective communication, collaboration, and strategic selling skills.