Project Specialist at World Insurance Associates, LLC.

Pawleys Island, South Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Sep, 26

Salary

0.0

Posted On

14 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Project Coordination, Client Relationship Management, Project Planning, Stakeholder Coordination, Risk Mitigation, Data Validation, Client Training, UKG Ready, Payroll Configuration, HCM Platforms, HRIS, Microsoft Office Suite, Project Management Tools, Troubleshooting, Communication

Industry

Insurance

Description

Overview World Payroll & HR (WPHR), a leading payroll service bureau and reseller of the UKG Ready platform, delivers comprehensive payroll, HRIS, and HCM solutions to small and mid-sized businesses across the United States. Our commitment to excellence and innovation ensures our clients receive best-in-class service and technology. Our Implementation team is responsible for onboarding new clients and delivering a seamless transition to our payroll and HR solutions. This includes coordinating implementation activities, supporting client training, and ensuring high-quality client experience throughout the onboarding lifecycle. Job Summary The Implementation – Project Specialist is a client-facing role responsible for leading and coordinating onboarding for new clients. This individual serves as the primary point of contact throughout the implementation process, ensuring a smooth, organized, and professional experience. This role requires strong client service skills, the ability to manage multiple projects simultaneously, and a high level of organization. Experience with payroll systems, HCM platforms, or implementation processes is preferred but secondary to client-facing and project coordination capability. Primary Responsibilities: Serve as the primary client-facing point of contact during onboarding and implementation Build strong client relationships and manage expectations throughout the onboarding process Lead client meetings, including delivering onboarding presentations, and guiding clients through implementation steps Develop and maintain project plans, timelines, and task tracking Coordinate internal and external stakeholders to ensure timely completion of onboarding milestones Communicate status updates, risks, and next steps clearly and proactively Ensure consistent, high-quality client experience across all onboarding engagements Identify and mitigate risks to keep implementations on track Support continuous improvement of onboarding processes and client experience Secondary Responsibilities (Implementation Support) Learn UKG Ready payroll and tax configuration to support implementation activities Assist with system setup, data validation, and testing when needed Support migration of historical payroll data and ensure accuracy Provide client training support and reinforce best practices Stay informed on system updates and payroll-related changes Qualifications: 3+ years in a client-facing role supporting customers or external clients Strong communication skills with the ability to build trust and manage expectations Proven ability to handle client questions, issues, and escalations professionally 1+ years of experience in project management, preferably in payroll, HRIS, or HCM implementations. Strong understanding of implementation processes and client onboarding best practices. Demonstrated ability to manage multiple priorities, timelines, and deliverables Strong organizational skills with attention to detail and follow-through Experience coordinating projects, onboarding workflows, or operational processes Exposure to payroll systems, HRIS, or HCM platforms UKG Ready experience is a plus but not required PMP or similar project management certification is a plus. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with project management tools preferred. Comfortable learning new systems and tools Ability to troubleshoot basic system-related issues #LI-NH1

Responsibilities

Lead and coordinate the onboarding process for new clients, serving as the primary point of contact to ensure a professional transition. Develop project plans, manage timelines, and support the configuration and testing of payroll and HCM systems.