World Insurance Associates LLC

Project Specialist

World Insurance Associates LLC  •  United States (Remote)  •  2 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description


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.

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
#LI-Remote

World Insurance Associates LLC

About World Insurance Associates LLC

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions.

We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation.

With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Iselin, New Jersey
Year Founded
Unknown
Social Media