Implementation Account Manager

Role Overview

• Under moderate supervision, manage the onboarding of legal plan and identity theft protection benefit programs selected by large customers/employers.
• Accountable for customer satisfaction and quality execution of stated tasks throughout the process.
• Communicate effectively, collaborate with internal and external contacts, meet deadlines, organization and time management, and maintain autonomy while working on projects and duties.
• Develop implementation schedules and timelines
• Prepare meeting presentations and document deliverables
• Provide frequent status and progress reports through detailed project planning tools
• Partner with customer to develop and implement employee communication strategy
• Ensure appropriate and accurate system and contractual set-up
• Participate in sales presentations when necessary
• Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members
• Handle inquiries received by phone, fax, email, or mail.
• Review various reports to ensure group accounts are up to date.

Requirements

• College Degree or extensive LegalShield knowledge, Preferred
• 0-1+ years prior experience working in customer service
• Employee Benefits and industry knowledge
• Proficient in Word, Excel, and PowerPoint
• Strong written and verbal communication
• Excellent listening, negotiation, and presentation abilities
• Critical thinking and problem-solving skills
• Ability to handle multiple deadlines, provide a detailed-oriented, and analytical approach to daily duties and relationship building with a high degree of confidentiality
• Proactive approach with a passion for service and an ability to thrive in a results driven environment
• Requires the ability to work under pressure and quickly adapt to change.

Benefits

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.
• Must be able to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed.
• May be required to travel by airplane or car for day or overnight travel up to 5% of the time.