• Distribution Specialist

    Job Locations US-FL-Orlando
    # of Openings
    Customer Success
    Regular Full-Time
  • Summary

    PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, Las Vegas and Ada, MI.   We are looking for an energetic Distribution Specialist for our Orlando office.   This position is responsible for maximizing the customer experience through the accurate shipment of client pay checks and advices, as well as W2s.


    About the Distribution Specialist Position

     The role owns the customer-facing activities related to payroll closures including printing, sorting, packaging and shipment of payroll checks and advices, as well as invoice processing. Must work effectively with customers, vendors, and internal partners to resolve escalated situations, identify solutions, and facilitate communication with clients and colleagues. This role requires a high attention to detail, and a strong drive for accuracy.


    In addition, your primary responsibilities will include:

    • Responsible for autonomously managing the daily payroll shipment processes including primarily:
      • Printing of pay checks and advices
      • Sorting and packaging of checks and advices per client instructions in SalesForce
      • Review and send client invoices; add additional fees
      • Maintain accurate count of all pieces printed and shipped
    • Leverage client shipment information in SalesForce to accurately package and ship payrolls
    • Completes accuracy check to confirm all checks/advices are sent to the correct location by pay date
    • Confirms that all packages have been picked up by appropriate courier on a daily basis.
    • Proactively notify customers of ‘at-risk’ deliveries as identified by UPS tracking systems
    • Troubleshooting shipment and delivery issues to provide best service recovery for clients while protecting interests of PlanSource
    • Responsible for fielding inbound customer calls and emails related to shipping and distribution
    • Maintain equipment by scheduling required maintenance and repairs with service partners
    • Oversight and collaboration with carrier and equipment service partners to minimize potential exceptions impacting service
    • Oversee and report any internal issues regarding automation of payroll files or invoices to appropriate team for resolution
    • Stock all packing and shipping supplies and reorder before stock is depleted
    • Run monthly tax reconciliation reporting and create cases to Tier II for any error reports
    • Prepare monthly shipment reports
    • Project manage printing and mailing of W2’s each year for all clients maintaining same accuracy measures used for payroll checks/advices
    • Cross-train to possess the ability to support all functions within the department during shipment downtime
    • May be deployed to other operational centers in UT or MN for business continuity during natural disasters impacting Central Florida.

    About You

    • Prior experience in a mail room or shipping/logistics role (or equivalent experience) required
    • Manage multiple priorities to ensure timely delivery of payroll checks
    • Will be required to stand for long period of times and lift up to 35lbs
    • View and read information on a computer screen and on paper
    • Must be able to work in a loud environment (ear protection provided) using commercial sealers


    In Addition, your experience and qualifications will include:

    • Must demonstrate above-average initiative, self-reliance and autonomy, with the judgment to know when to take the lead, when to involve others, and how to set priorities of the work functions assigned.
    • Ability to establish and maintain effective and collaborative relationships
    • Ability to maintain the highest level of professionalism and confidentiality required.
    • Proficient in MS Word, Excel and Outlook

    What We Offer

    • Great compensation package, including a full suite of benefits.
    • The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.
    • Fast-paced environment with big goals and the opportunity make a big impact.

    Top ten reasons to come to PlanSource:


    #10: The size is right. Join a well-funded, established tech company that’s growing fast but is still small enough for you to have a big impact.


    #9: We are on a roll. Be part of a winning team – More than 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.


    #8: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, cool perks, fun

    offices … and no-holds-barred Nerf wars.


    #7: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also filling open positions within the company.


    #6: We give you the support you need. Different departments support you and provide you with the access and tools you need to succeed.


    #5: Our business model is strong. With a leveraged sales model, our network of partners helps the organization succeed.


    #4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as MetLife, Humana, Guardian and Unum provide a competitive advantage and added credibility.


    #3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology.


    #2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.


    #1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.


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