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Sr. Client Services Associate

Acrisure

CA, US$97konsite

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About this role

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job summary: Acrisure is seeking a Senior Client Services Associate to support client relationships and help deliver an exceptional service experience. This role serves as a key point of contact for clients, coordinating requests, resolving service needs, and partnering with internal teams to ensure timely and accurate support. The Senior Client Services Associate will manage day-to-day client interactions while helping coordinate activities across multiple internal business partners. This position requires someone who can independently manage priorities, communicate confidently with clients, and take ownership of requests from initial inquiry through resolution. This opportunity is well suited for an experienced client service professional who enjoys building relationships, solving problems, and serving as a trusted resource for both clients and internal teams. Responsibilities: • Serve as a primary point of contact for assigned clients and provide responsive, professional support • Build and maintain strong client relationships through proactive communication and consistent follow-through • Manage client inquiries, service requests, and account-related needs from initial request through resolution • Coordinate with internal teams and business partners to address client needs and ensure timely service delivery • Research and resolve client questions, escalating complex matters when appropriate • Monitor outstanding requests and proactively communicate status updates to clients and internal stakeholders • Maintain accurate client records, documentation, and account information within applicable systems • Support client meetings, account reviews, presentations, and other relationship management activities as needed • Identify recurring client needs, service challenges, and opportunities to improve the overall client experience • Provide guidance and support to less experienced team members when appropriate • Collaborate across departments to support client retention and strengthen long-term relationships • Perform additional duties and projects as assigned

Requirements: • Previous experience in client service, account management, customer relationship management, or a similar client-facing role required • Demonstrated experience independently managing client relationships and service requests • Strong communication skills with the ability to interact confidently and professionally with clients and internal stakeholders • Proven ability to investigate issues, solve problems, and coordinate solutions across multiple business partners • Strong organizational skills with the ability to manage multiple clients, requests, and competing priorities • Ability to exercise sound judgment and appropriately handle sensitive or escalated client matters • Experience working in a professional services, financial services, insurance, or similar business environment beneficial • Previous experience mentoring or supporting less experienced team members helpful • Proficiency with Microsoft Office applications and experience working with CRM, account management, or similar business systems beneficial

Education and licenses: • High school diploma or equivalent required • Associate's or Bachelor's degree in Business, Finance, Insurance, Communications, or a related field beneficial • Relevant professional certifications or industry designations considered an asset

Pay Details:

The base compensation range for this position is $97,000 - $97,000. 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. 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 We also offer our employees a comprehensive suite of benefits and perks, including: • 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. Eligibilit

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