Onboarding Specialist I

Acrisureinnovation

Onsite
Analyze client applications and documentation
Enter client information into crm and payroll system
Address risk factors and credit approvals
Acrisure is seeking an Onboarding Specialist I to manage new client applications, ensuring a smooth onboarding experience by collaborating with internal teams and external partners. The ideal candidate will have at least one year of experience in an administrative or customer-facing role, strong communication skills, and a problem-solving mindset

Job Summary

  • Reviews and analyzes all new client applications and documentation to determine acceptability and quality based on company guidelines.
  • Works with Finance and Sales Teams to address risk factors, credit approvals, and collect necessary documentation for successful payroll processing.
  • Acrisure offers a comprehensive suite of benefits designed to support physical, mental, financial, and family wellness, including medical, dental, vision insurance, paid time off, 401(k) with immediate vesting, and family care benefits.

Matching Summary

Match Score: 85

Acrisure is seeking an Onboarding Specialist I to manage new client applications, ensuring a smooth onboarding experience by collaborating with internal teams and external partners. The ideal candidate will have at least one year of experience in an administrative or customer-facing role, strong communication skills, and a problem-solving mindset.

Skills & Requirements

Must-have

  • Analyze client applications and documentation
  • Enter client information into CRM and Payroll System
  • Address risk factors and credit approvals
  • Collect required documentation for payroll
  • Build strong internal and external relationships
  • Communicate professionally internally and externally

Nice-to-have

  • Operate in an entrepreneurially-spirited environment
  • High level of energy and desire to achieve success
  • Personable yet persistent communication style

Key Requirements

  • Associate's Degree or equivalent experience
  • 1+ years administrative, customer-facing, sales, or technology experience
  • Analytical, problem-solving, and critical thinking skills
  • Strong organizational and follow-up skills
  • Comfortable with on-site presence

Work Rights

Not specified

Tailored Resume

Cover Letter