A

Acrisure

Insurance broker offering risk management services

New Client Setup Specialist

Customer SuccessConfirmed live in the last 24 hours
Full-time$21

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • At least 1 year of experience in technology, a customer-facing role, or sales is required.
  • Computer literacy, strong technical aptitude, and willingness to learn are required.
  • Ability to manage a portfolio of accounts while prioritizing and multitasking is required.
  • A client-centric approach with empathy, care, and high engagement is required.
  • Ability to operate successfully in an entrepreneurial work environment is required.
  • Analytical, problem-solving, and critical-thinking skills, with sound decision-making, are required.
  • Strong verbal and written communication and interpersonal skills, including being personable yet persistent, are required.
  • High personal accountability for meeting team and individual metrics is required.
  • Strong organizational and follow-up skills are required.
  • At least 2 years of experience in Operations, Sales Support, or a client-facing position is required.

Responsibilities

  • Serve as the client's single point of contact from post-sale through the initial payroll processing period, before transferring the client to the Client Services Team.
  • Develop strong client relationships by providing care, focus, and quality throughout the client experience.
  • Become an expert in the Auris Payroll System and support new basic clients with varying levels of sophistication.
  • Compare the previous payroll system with the Auris Payroll System to ensure accurate account setup and payroll processing.
  • Help clients navigate and learn technical aspects and self-service options.
  • Adapt independently as circumstances and priorities change, without micromanagement.
  • Maintain working knowledge of compliance and regulatory procedures to ensure new clients conform with operational goals and procedures.
  • Build relationships with internal and external partners to support client experience and retention.
  • Represent New Client Services and Payroll Operations professionally and communicate effectively with internal and external partners.
  • Perform other duties or projects as assigned.

About the Company

Acrisure

Insurance broker offering risk management services

Acrisure is an insurance broker that partners with a global network of independent local agencies (Agency Partners) to deliver insurance and risk management services. Agencies maintain their local client relationships while Acrisure provides access to broader products, technology, and resources. Revenue comes from commissions and fees on policies sold through the network, plus fees for risk management services and the growth of partner agencies. The goal is to grow by expanding the Agency Partner network and provide tailored, scalable insurance solutions through a unified platform.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$9.8B
Headquarters
Grand Rapids, MI
Founded
2005

Recently Posted Jobs

Explore more opportunities at Acrisure

See more jobs