Implementation Specialist
- IOA - Insurance Office of America
- Lakewood Ranch, FL
Job Description
Job Description:
Title: Implementation Specialist
Work Mode: Fully remote | Location/Supporting: Lakewood Ranch, FL or Longwood, FL | Experience: 3-5 years Payroll / HRIS / Implementation experience required
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
About the Role: The Implementation Specialist (IS) is responsible for configuring, testing, and delivering Payroll Office of America (POA) products and services for new and existing clients utilizing the UKG Ready platform. This role partners closely with Sales and internal teams to ensure a high‑quality implementation experience, including data integrity, client training, and successful product adoption. The Implementation Specialist will also perform other duties as assigned by the Implementation Manager.
Key Responsibilities:
Client implementation: Configure, test, demonstrate, and activate POA Payroll, HRIS, Time & Labor Management, and Benefits solutions within the UKG Ready platform for new and transitioning clients.
Client training: Coordinate and deliver client training sessions to ensure successful system adoption and long‑term usability.
Sales collaboration: Work closely with Sales partners to support seamless client hand‑offs and deliver a positive, consultative implementation experience.
Client hand‑off meetings: Schedule and attend client hand‑off meetings to confirm implementation scope, timelines, and expectations.
Data integrity: Provide quality control and validation of client data throughout the implementation process to ensure accuracy and compliance.
Customer service mentality: Deliver outstanding client service by anticipating needs, maintaining professional and frequent communication, and responding promptly to service requests.
Relationship management: Develop and maintain positive, productive relationships with clients, Sales representatives, teammates, and POA leadership.
Discretion and judgment: Exercise independent judgment to achieve outcomes that benefit both clients and POA.
Business growth: Actively seek opportunities to expand POA services by identifying client needs and supporting additional product offerings.
Training participation: Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team.
Team support: Act as back-up for teammates as needed, ensuring overall team service excellence.
Collaboration: Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues.
Technical competence: Maintain a high degree of technical competence and industry/market expertise.
Compliance: Comply with all company work rules, standards, policies, and procedures at all times.
Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities.
Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications:
Bachelor’s Degree preferred (equivalent experience considered in lieu of degree)
3–5 years of Payroll, HRIS, or client implementation / onboarding experience
Prior experience configuring Payroll, HRIS, Time & Labor, and Benefits platforms; in a SaaS Payroll / HRIS / TLM environment
Employee Benefits configuration and enrollment experience
FPC or CPP certification (preferred)
Ability to successfully import, validate, and analyze client data within Payroll/HRIS systems
Strong knowledge of Payroll, Tax, Garnishments, Workers’ Compensation, and Health Benefits
Advanced Microsoft Excel proficiency, including functions and formulas
Excellent written and verbal communication skills
Strong analytical, organizational, and problem‑solving skills
Detail‑oriented with the ability to manage multiple implementations and deadlines
Ability to work effectively both independently and within a collaborative team environment
What We Offer:
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is $24.00 to $33.00 per hour, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Apply Now
Founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination, IOA has grown into a family of companies anchored by one of the largest privately held insurance brokerages in America. Whether working at our home office in suburban Orlando, FL, or one of our 60 offices in the U.S. and United Kingdom, or in one of our subsidiaries, the growth of IOA to over 1,300 associates—and we’re still growing—is a testament to our belief that great things start with great people.
Here at IOA, we are driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work-life balance, and giving back to our community aren’t just like clichés here; they are a part of who we are. We believe in helping people grow and develop so they can achieve their professional goals. When you join the IOA team, you truly become a partner in our shared success.
If being part of a team that’s committed to world-class service sounds exciting to you, please check out our current job openings or drop an email to one of our company recruiters. You also can keep in touch by signing up for our Talent Community or by following us on Twitter. No matter how you choose to connect, we hope to hear from you.
