New Client Setup Specialist

Acrisure; Brook Park (OH); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

Life and disability insurance

Fertility benefits

Wellness resources & paid sick time

401(k) immediate vesting

HSA & FSA options

Commuter benefits

Employee discounts

Maternity leave

Paternity leave

Legal plan

Pet insurance

Job summary

Acrisure is seeking a client-focused professional to engage with customers from post-sale through payroll setup, ensuring a smooth transition and accurate processing.

You will build strong client relationships, learn the Auris Payroll System, and support new clients. The role requires a proactive communicator who can balance priorities in a fast-moving, entrepreneur-friendly environment.

Qualifications

• High school diploma or equivalent required.
• 1+ years experience in technology, customer-facing role or sales.
• Proven ability to manage a portfolio of accounts with prioritization and multitasking.
• Demonstrates client-centric mentality with empathy, care and high engagement attitude.
• Strong verbal and written communication and interpersonal skills.

Responsibilities

• Enter and manage client information post-sale through payroll processing.
• Develop and maintain strong client relationships and ensure high client satisfaction.
• Become expert in the Auris Payroll System and support new basic clients.
• Assist clients in navigating and utilizing self-service options.
• Communicate effectively and represent New Client Services and Payroll Operations internally and externally.

Skills

Customer-facing

Communication

Analytical thinking

Prioritization & multitasking

Education

High school diploma

Tools

Auris Payroll System

Job description

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.

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.

#auris

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

• 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 [e-mail].

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.

Welcome, your new opportunity awaits you.