LegalShield - Ada, OK
posted 2 days ago
Full-time - Entry Level
Ada, OK
Professional, Scientific, and Technical Services
About the position
Under direct supervision, the Business Solutions Implementation Account Manager is responsible for the ongoing management and maintenance of the cases sold by Top Brokers and cases implemented by the Top Broker Implementation Team. This position is accountable for broker, associate, and customer satisfaction and quality execution of stated tasks throughout the process.
Responsibilities
- Maintain account data in system
- Process electronic enrollment files and resolve discrepancies
- Process Broker of Record change requests
- Oversee suspense reporting and past due research
- Review enrollment, payment history, and billing invoices to support brokers and customers
- Review various reports to ensure group accounts are up to date and in good standing
- Manage workflow of tasks received via Implementation Team shared email box
- Provide support to internal departments regarding group inquiries
- Assist with client projects
- Understand customer demands and expectations and respond in a timely manner, addressing challenges or concerns the broker or customer may have
- Lead internal and external meetings
- Answer incoming calls, make outgoing calls to investigate and correct errors
- Work on special projects as assigned
Requirements
- High school diploma (GED equivalent), Required
- 1-3 years prior experience working in customer service, Preferred
- Experienced in Word, Excel, and PowerPoint
- Excellent written and verbal communication
- Excellent listening skills
- Adaptable and organized with ability to build rapport with customers
- Able to handle multiple deadlines, while working independently and maintaining a high degree of attention to detail, organization, accuracy, and sense of urgency
- Requires an individual with a positive professional attitude who can work as a part of a team or individually
- Critical thinking and problem-solving skills
- Proactive approach with a passion for service and an ability to thrive in a fast-paced, results driven environment
- Able to quickly adapt to change
Nice-to-haves
- College degree or industry experience, Preferred
