New Client Setup Specialist

Posted 11 Days Ago
Be an Early Applicant
Cleveland, OH, USA
In-Office
1-2 Annually
Junior
Fintech • Software • Financial Services
The Role
Serve as single point of contact for new clients from post-sale through initial payroll processing; build client relationships; configure accounts in Auris Payroll System; compare prior payroll setups to ensure accurate builds; train clients on technical/self-service features; maintain compliance knowledge; coordinate with internal partners and transition to Client Services.
Summary Generated by Built In

Job Description

Duties 

● Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team. 

● Develop strong client relationships through care, focus and quality in every step of the client experience. 

● Become an expert in the Auris Payroll System and support new basic clients with varying levels of sophistication. 

● Compare and contrast the previous payroll system to the Auris Payroll System to ensure accurate account build and accurate payroll processing. 

● Assist clients to navigate and learn technical aspects and self-service options. 

● Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment. 

● Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures.

● 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. 

Job Requirements 

● High school diploma or equivalent 

● 1+ years experience in technology, customer-facing role or sales 

● Computer literate with strong technical aptitude and a drive to learn 

● Proven ability to manage a portfolio of accounts with prioritization and multitasking abilities 

● Demonstrates client-centric mentality with empathy, care and high engagement attitude 

● 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

● High personal accountability to meet team and individual metrics 

● Outstanding organizational and follow up skills 

● 2+ years experience in Operations, Sales Support or client-facing position 

● Responsible for other duties or projects as assigned. 

#auris

Pay Details:

The base compensation range for this position is $1 - $2. 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

  • High school diploma or equivalent
  • 1+ years experience in technology, customer-facing role or sales
  • 2+ years experience in Operations, Sales Support or client-facing position
  • Computer literate with strong technical aptitude and a drive to learn
  • Proven ability to manage a portfolio of accounts with prioritization and multitasking abilities
  • Client-centric mentality with empathy, care and high engagement attitude
  • Ability to operate in an entrepreneurially-spirited work environment
  • Analytical, problem solving and critical thinking skills
  • Strong verbal and written communication and interpersonal skills
  • High personal accountability to meet team and individual metrics
  • Outstanding organizational and follow up skills
  • Maintain working knowledge of compliance and regulatory procedures relevant to new client onboarding
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The Company
HQ: Grand Rapids, Michigan
3,983 Employees

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.

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