Associate Representative Job Description
Associate Representative Duties & Responsibilities
To write an effective associate representative job description, begin by listing detailed duties, responsibilities and expectations. We have included associate representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Associate Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate Representative
List any licenses or certifications required by the position: SPHR, DOT, CDL, BLS, CWNA, CCNA, HIPAA, HIT, PHR, CP
Education for Associate Representative
Typically a job would require a certain level of education.
Employers hiring for the associate representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business/Marketing, Business, Marketing, Education, Finance, Engineering, Science, Economics, Accounting, Life Sciences
Skills for Associate Representative
Desired skills for associate representative include:
Desired experience for associate representative includes:
Associate Representative Examples
Associate Representative Job Description
- Facilitate new associate orientation
- Affirmative action recordkeeping and reporting
- Coordination of employee events
- Facilitate training and special projects
- Support Associate Relations team
- Review Insurance EOB’s, and follow up on payment errors, denials, appeals
- Providing total associate resource functional service to the client
- Advising and counseling management on various associate resource functions
- Communicating and coordinating the handling of associate issues and concerns to maintain a positive work environment
- Train managers and associates on a variety of associate resource functions including harassment, discrimination, effective coaching and counseling techniques
- On call experience preferred
- Knowledgeable of the area preferred
- Ability to remain calm in a fast paced environment
- This position requires a 4-year degree, preferably a BA in Human Resources or Business
- Plan and execute an event to ensure employees are aware of volunteering opportunities and available activities for giving back to the community
- Inform and educate local employees through various mediums including the intranet, electronic media (BQTV), posters, employee blogs, emails and other creative ways of reaching the employee audience
Associate Representative Job Description
- Ensure proper administration of hiring practices, onboarding program, benefits registration, AU Class registration and compliance classes are completed
- Monitor completion of all Associates AU Training, DOT Compliance, and use of Self-Service to ensure Associates are coded (LOA, terminations, suspensions) correctly
- Deliver consistent, timely, reliable, accurate and effective results to all business partners
- Answer and resolve any complex, non-routine questions, inquiries, complaints regarding company or policy/procedure
- Effectively perform problem resolution to ensure total customer satisfaction
- Ensure adherence to all required Company and Legal employment processes and requirements
- Maintain integrity and professionalism related to all associate inquiries and access to confidential associate information (PII, medical, disciplinary, etc)
- Ensure employee records and files are appropriately retained
- Coordinates and ensures compliance with federal, state, and local employment verifications, sales acknowledgements
- Performs routine analyst rotational work to ensure proper maintenance of core HR Systems which includes analysis and resolution of exception and/or error processing
- Must be able to travel in given trerritory
- Potential for developing strong selling and negotiating skills is essential
- 3 years prior HR generalist experience in retail or similar industry
- Bachelor’s Degree or Associates Degree with 2 additional years of relevant experience
- SHRM-CP or PHR certification a plus
- Familiarity for HRIS systems, preferably Ceridian and Taleo
Associate Representative Job Description
- Responsible for the coordination and management of TDAs benefit offerings which includes providing support for and at benefit fairs, conducting new hire benefit orientation, administration of life event changes, annual Open Enrollment testing and support, and issue identification/resolution
- Responsible for coordinating with third party service providers related to administration of Immigration policies, Leave of Absence policies, I9 and eVerify (employment verification), and Unemployment claims
- Analyze, troubleshoot, and resolve complex situations that may not be outlined by current policy/practices related to programs like continuous leave of absence, intermittent leave of absence, immigration, and unemployment
- Identifies and creates solutions within The Resource to ensure positive associate experience in obtaining answers to HR questions which increase level 0 issue resolution
- Administer the collection of associate feedback related to The Resource and business partner experiences
- Analyze feedback to identify themes/trends, recommend solutions, and implement improvements
- Participate on project teams responsible for making noticeable differences in Shared Services processes and value added services for our teams, our business partners/clients, and the associate
- Identify trends and recommend and/or initiate improvements to increase client satisfaction (associates, managers, HRRMs, Employment Standards, Total Rewards)
- Enhance and educate on best practices and policies to HR and business partners
- Through the “Better Way”, Opportunities for Improvement, and team huddles, identify opportunities to improve efficiency and/or effectiveness and propose options for resolution
- 1+ years knowledge of Microsoft Office
- Proven interpersonal and communication skills, including oral and
- Must be able to Travel Domestic - Up to 100% within the assigned territory
- Identify, analyze and on-board additional tasks/responsibilities that can be centralized, automated, and or rationalized into the HR Service Center
- Support system upgrades and implementations through creation of test cases, maintenance of data, testing, defect resolution, and go-live support
- Collaborate with business partners across the organization and work across organizational lines
Associate Representative Job Description
- Offering quality customer service and communications to our shareholders
- Communicating with investors via phone, mail, email and fax - handling complex issues and queries
- Providing accurate and timely maintenance to shareholder accounts
- Assisting teammates in completing various routine and non-routine shareholder transactions
- Frequent Overtime
- Willingness to be flexible to alter work routine/schedule as needed to meet Investor Relations goals and objectives
- Must be fingerprinted to meet SEC requirements
- Helps customers achieve their financial goals by assessing suitability for insurance and annuities product offerings
- Create basic work orders and make modifications to task codes
- Interact with technicians via phone and task messaging to answer
- Knowledge and understanding of HRIS systems (PeopleSoft preferred, but not required)
- Experience with benefits, leave of absence, immigration, and/or open enrollment preferred
- Ability to remain focused and on task while managing through sometimes challenging situations
- 4 year College Degree-Preferred in the area of Human Resources, or other Business related majors
- Experience with succession planning, onboarding and exiting employees, complete exit interviews, managing SAP transactions, employee relations, training and development working with BrassRing, and communicating policies and procedures
- An MBA or advanced degree in business management or Human resources is desirable
Associate Representative Job Description
- Gather and review documents from multiple systems
- Create tickets for interviewees
- Prepare and ensure completeness and accuracy of investigation packages
- Partner with Schedulers to ensure overall process is timely and efficient
- Achieves individual objectives related to aged receivables, DSO, account management and SLA’s by utilizing good time management skills
- Required to utilize collection strategies to initiate collection effort for managed cross-divisional customers via phone and e-mail
- Effectively engages Sales Team on critical business decisions related to account management, orders, collection and placement
- Uses critical decision making skills to insure orders are approved or held to insure corporate relationships are Researches disputes and invoice issues
- Provides customers with aging and supporting documents to maximize collections
- Work with Credit risk management to minimize risk and support special handling on high risk accounts
- Ability to function in a team based/matrix environment
- No immigration sponsorship for this role
- Demonstrated ability to learn a variety of information related to the Investor Relations function
- Proven experience with managing time, setting priorities and working independently
- Demonstrated ability to pay close attention to detail and accuracy of work
- Previous Shareholder Services experience