Onboarding Specialist I
Acrisure LLC
- Reviews and analyzes all new client applications and documentation to determine the acceptability and quality of new clients based on the company guidelines.
- Enters all new client information into CRM and Auris Payroll System
- Works with the Finance Team to address risk factors and credit approvals for each client.
- Works with Sales Team to collect required documentation to ensure successful payroll processing experience for the new client.
- Build strong relationships with internal and external partners to achieve top-notch client experience and client retention.
- Effectively communicate and professionally represent New Client Services and Payroll Operations internally and externally.
- Associate's Degree required or equivalent years of experience.
- 1+ years experience in administrative, customer-facing role, sales or technology.
- Computer literate with strong technical aptitude
- Ability to successfully operate in an entrepreneurially-spirited work environment.
- Must have analytical, problem solving and critical thinking skills and comfortable making quality decisions.
- Strong verbal and written communication and interpersonal skills, with the ability to be personable yet persistent.
- Demonstrates high level of energy and desire to achieve optimal success.
- Outstanding organizational and follow up skills.
- Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
- ... and so much more!
Vacancy posted 3 days ago
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