LegalShield - Ada, OK
posted 5 days ago
About the position
Under direct supervision, the Business Solutions Implementation Support is responsible for assisting the National Broker Implementation Team with various implementation activities. This position is accountable for customer satisfaction and quality execution of stated tasks throughout the process. The Business Solutions Implementation Support focuses on specific tasks or facets of the company as assigned by their direct leader. This position is ideal for someone who is detail-oriented, enjoys problem-solving, and thrives in a dynamic, fast-paced environment. It offers the opportunity to develop a deep understanding of business solutions and implementation processes, while also building strong relationships with clients and internal stakeholders.
Responsibilities
- Setup of LegalShield Group Accounts in System I
- Facilitate Member/Client Upgrades
- Enter Data for LegalShield Group Accounts
- Prepare meeting notes and document deliverables
- Maintain, track, and organize the mailing of LegalShield promotional items (SWAG)
- Process new member welcome communication files
- Ensure successful processing of enrollment files
- Identify and escalate any issues or risks that may impact project timelines or deliverables
- Contribute to the development of best practices and process improvements within the implementation team
Requirements
- High school degree or equivalent required; Some college preferred
- 0-1+ years prior experience working in customer service preferred
- Existing LegalShield or Client Service experience preferred
- Basic knowledge of computer applications
- Proficient in Word, Excel, and PowerPoint
- Strong written and verbal communication skills
- Excellent listening skills
- Ability to handle multiple deadlines and provide a detail-oriented, analytical approach
- Ability to work independently and maintain a high degree of attention to detail, organization, accuracy, and sense of urgency
- Positive professional attitude and ability to work as part of a team or individually
- Critical thinking and problem-solving skills
- Proactive approach with a passion for service and ability to thrive in a results-driven environment
- Ability to work under pressure and quickly adapt to change
