Orientation Planner

Insperity

Agency Temporary Orientation Planner coordinating new-client orientations and transitions for Insperity’s scalable HR solutions. Managing travel logistics, scheduling, documentation, and cross-functional client support.

Posted 8/11/2026full-timeKennesaw • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management, orientation scheduling, and logistical planning while ensuring compliance with Sarbanes-Oxley and HIPAA regulations. Excels in customer service and effective communication with both clients and internal teams.

Highest-signal resume keywords

Project ManagementOrientation SchedulingLogistical PlanningCustomer ServiceSarbanes-Oxley Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Orientation SchedulingLogistical PlanningDocumentation VerificationTravel PreparationsProblem Solving

Soft Skills

Time ManagementOrganizational SkillsTeam CollaborationEffective Communication

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Sarbanes-OxleyHIPAA ComplianceClient TransitionTravel ManagementResource Planning

About the role

Key responsibilities & impact

Create a positive and exceptional experience for external and internal customers
Interface with sales and internal teams to plan and coordinate new-client transitions into Insperity
Schedule national new-client orientation meetings
Troubleshoot logistical, approval, and document requirements
Collaborate with Orientation Managers when requirements create meeting conflicts or barriers
Manage incoming orientation requests and available resources
Make cost-effective travel and scheduling decisions based on business needs, geography, costs, and attendance
Communicate with sales and service teams regarding meeting details and availability
Determine whether to hold meetings when contractual items are missing
Communicate internally about transition challenges, including first-payroll timing
Facilitate file maintenance for spin-off clients
Support Sarbanes-Oxley and HIPAA compliance audit processes
Provide customer service by email, in person, and by phone
Resolve scheduling conflicts with sales and internal teammates
Provide backup support assembling materials, including lifting up to 50 pounds
Provide backup support to payroll coordinators during transitions
Provide backup support to the Benefits team for escalations, client callbacks, and benefit form entries
Maintain tracking mechanisms and recommend improvements to performance standards and measurements

Requirements

What you’ll need

High school diploma or GED required
Four-year undergraduate degree preferred
2–5 years of experience in project management or a travel-related field preferred
Knowledge of orientation scheduling, travel preparations, resource and logistical planning, documentation verification, collection, and problem solving
Understanding of regional travel-time considerations and hotel and flight selection
Knowledge of company departments, products, services, and resources
Strong time management and organizational skills
Ability to work successfully in a team environment with fluctuating orientation-request volumes
Ability to communicate with clients and internal teams by email, in person, and by phone
Ability to lift up to 50 pounds
Ability to support Sarbanes-Oxley and HIPAA compliance processes

Benefits

Comp & perks

Flexibility and work-life balance
Continuous learning programs
Mentorship opportunities
Ongoing training
Generous paid time off
Medical benefits
Dental benefits
Vision benefits
Health and wellness support
Paid volunteer hours