Onboarding Specialist I

Acrisure • Oklahoma City, OK

9d • Onsite

About The Position

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. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. 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. Welcome, your new opportunity awaits you. There are amazing opportunities for talented people in every part of our business. We invite you to find your next great opportunity with us. You can apply, track your progress and review new postings all in one place!

Requirements

• 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.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree