Client Enrollment Specialist

FrankCrum is a Top Workplace!

FrankCrum, voted by its employees as a Top Workplace in Tampa Bay for more than 10 years in a row, is a Professional Employer Organization (PEO) based in Clearwater, Florida. FrankCrum employs approximately 500 people who serve over 4,000 businesses by offering a full range of HR services, including payroll, employee benefits, HR consulting services and workers' compensation insurance. Our PEO is a family culture that encourages people to feel at home, collaborate, and respect each other and we live by our Pillars of Excellence which are Integrity, Prosperity, and Affinity!

Click here to learn more about FrankCrum!

The Role You'll Play to Create Success

We are happy to announce a full-time Client Enrollment Specialist position! In this role, the client enrollment specialist will help businesses grow and prosper by providing products and services that foster stability and security. This job contributes to the mission of FrankCrum by ensuring a smooth and efficient transition by collecting and organizing contractual documents and securing necessary internal approvals.

1. Collects, reviews, organizes and maintains all contractual documents from prospective clients.
2. Ensures all contracts are complete, accurate, and adhere to company policies.
3. Coordinates with internal departments (e.g., Credit, Underwriting and Legal) to obtain necessary approvals for client enrollment.
4. Tracks, retrieves necessary documentation and follow ups on pending approvals to ensure timely processing.
5. Documents and communicates approval statuses to relevant stakeholders.
6. Gathers and validates the necessary client information to ensure systems are documented and updated accurately for handoff to Operations.
7. Activates new clients in our system prior to assigning to Operations.
8. Facilitate the handover process from Sales to Operations by providing comprehensive and organized contract packages.
9. Conducts introductory communication to Payroll Implementation and Client Experience teams.
10. Serves as the primary point of contact for Sales and Operations during the enrollment transition phase.
11. Maintains updates within internal systems (Netwise, HubSpot, etc.) to ensure team members have up to date information.
12. Addresses any issues or discrepancies promptly to ensure a seamless transition.
13. Supports Sales by overcoming objections from prospects to the PEO services and contract and help transition them to active client status.
14. Supports Operations by ensuring accounts are ready to transition for full system implementation and onboarding.
15. Focuses on optimizing the new client experience by welcoming the prospect into FrankCrum.

The Attributes We Seek

1. Knowledge in Microsoft Office Suite (Word, Excel, PowerPoint) and contract management software.
2. Knowledge of company services and products.
3. Knowledge of PEO compliance contract review.
4. Knowledge of modern office methods and procedures. 
5. Skill to be organized, give attention to detail, and exercise follow up.
6. Skill to effectively plan, organize, and prioritize work assignments to meet deadlines.
7. Skill to establish and maintain filing systems, format, proofread, edit documents, and perform calculations.
8. Skill to use and compose clear, comprehensive, and accurate verbal and written communication and reports.
9. Ability to consistently project a professional appearance and demeanor.
10. Ability to interface with multiple departments, multi-task and work independently.
11. Ability to listen carefully and respond to or refer customer requests and problems with diplomacy and a sense of urgency.
12. Ability to maintain a positive and respectful attitude.
13. Ability to process, interpret, and communicate complex information and data.
14. Ability to project an outgoing and service focused personality.
15. Ability to understand and follow oral and written directions.
16. Ability to use discretion in dealing with confidential matters and information.
17. Ability to work in a fast-paced environment.
18. Ability to consistently report to work on time prepared to perform duties of the position.

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Our Competitive Benefits

Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:

• Health Insurance is zero dollar paycheck cost for employee's coverage and only one hundred and ninety five dollars a month for family!
• Dental and Vision Insurance
• Short Term Disability and Term Life Insurance at no cost to the employee
• Long Term Disability and Voluntary Term Life Insurance
• Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
• 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
• Employee Assistance Program at no cost to the employee
• Flexible Spending Accounts for Medical and Dependent Care Reimbursement
• Health Savings Account funded by FrankCrum
• Paid time off and holiday pay
• Education reimbursement up to five thousand two hundred fifty dollars tax free per calendar year
• PTO cash out
• Tickets at Work
• Access to the Alero Financial
• Employee and client referral bonus programs

What's Special About FrankCrum

FrankCrum, a family-owned business-to-business entity since 1981 made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This "family of employer solutions" employs more than 400 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars (Integrity, Affinity, and Prosperity) employees are recognized at quarterly events for exceptional customer service and milestones in tenure.

The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, Angel Tree, and Clearwater Free Clinic!

If you want to play this role to positively impact our clients' day-to-day business, then apply now!

FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.