Enter client information into crm and payroll system
Address risk factors and credit approvals
Reviews and analyzes all new client applications and documentation to determine acceptability and quality based on company guidelines
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 required documentation for successful payroll processing.
Acrisure offers a comprehensive suite of benefits supporting physical, mental, financial, and family wellness, designed to help employees grow, thrive, and make an impact.
Matching Summary
Reviews and analyzes all new client applications and documentation to determine acceptability and quality based on company guidelines.
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
Build strong internal and external relationships
Communicate and represent New Client Services
Nice-to-have
Entrepreneurially-spirited work environment
High level of energy and desire to achieve
Personable yet persistent communication style
Key Requirements
Associate’s Degree or equivalent years of experience
1+ years administrative, customer-facing, sales, or technology experience
Computer literate with strong technical aptitude
Analytical, problem solving, and critical thinking skills