What will you be doing?
- Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
- Collaborate with strategic partners to identify at-risk accounts and execute mutually-agreeable strategies to retain/grow relationships.
- Responsible for achieving set retention metrics ensuring the profitability of accounts within the defined portfolio.
- Interpret competitor offers/quotes and performs cost analysis. Negotiates directly with customers using consultative conversations to retain accounts and maximize revenue potential.
- Respond quickly and effectively to all requests for account reviews, escalated customer issues, product information, account terminations, reimbursements, etc. whether from internal or external customers.
- Stay current on Heartland Payroll service offerings and important industry changes in order to assign appropriate solutions to customer requests.
- Identify product offerings for existing customers and suggest additional products that may benefit a customer’s business.
- Answer inbound calls from customers and resolve inquiries.
- Manage and resolve customer complaints while providing excellent service and follow-up interactions.
- Ensures alignment with sales or service teams to ensure customer satisfaction
- Identify triggers for attrition and represent the current status of attrition in the defined portfolio to leadership. Recommends solutions to customers, teammates and leadership.
- Maintain compliance standards for Salesforce records and detailed documentation of client status and interactions.
- Display a commitment to receiving necessary coaching for continuous improvement and team development
Pay Details:
The base compensation range for this position is $0 - $0. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
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!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
Skills Required
- Client relationship cultivation and retention
- Experience using Salesforce and maintaining accurate CRM records
- Familiarity with payroll and HCM service offerings (Heartland Payroll or similar)
- Ability to interpret competitor offers, perform cost analysis, and negotiate to retain accounts
- Responding to escalations, resolving customer complaints, and providing excellent follow-up service
- Collaborate with strategic partners and internal sales/service teams
- Comfortable with on-site presence for collaboration and cross-functional partnership
- Maintain documentation and compliance standards for client interactions
What We Do
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital. Discover more at www.Acrisure.com.
