Shared Services Clerical II

Responsibilities

• Scope of the Role
• Performance Outcomes
• Group Management
• Setup of LegalShield Group Accounts
• Facilitate Group Upgrades
• Issue Schedule A, Tax Forms, to Groups
• Maintain NDA and Vendor Forms
• Enter Data for LegalShield Group Accounts
• Monitor and analyze group account reports, enrollment, payment history, and invoices
• Customer Support
• Answer incoming calls, make outgoing calls
• Answer incoming emails, make outgoing emails
• Provide support to internal departments regarding group inquiries
• Mentoring
• Train new hires in how to utilize tools effectively
• Assist with escalated calls/ emails
• Support and coach Shared Services Clerical I
• Report of production numbers
• Attend weekly mentor meeting
• Other duties as assigned by leadership
• Education, Knowledge, and Experience
• Exceeded performance expectation as Shared Services Clerical I OR 2+ years' experience in a similar role preferred
• High School Degree Required
• Knowledgeable in Word, Excel, and PowerPoint
• Availability for timely communication and customer service
• Strong written and verbal communication
• Excellent listening, negotiation, and presentation abilities
• Adaptable and organized with ability to build rapport with customers
• Requires a n ability to handle multiple deadlines, provide a detailed-oriented, and analytical approach to daily duties and relationship building with a high degree of confidentiality.
• An ability 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 individuall y .
• Critical thinking and problem-solving skills
• 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
• FLSA Status
• This is a non-exempt position.
• Physical Requirements/ Work Environment
• The work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Additional Information:
• Location:
• Ada
• Department:
• 9340 Business Solutions Sales Operations
• Time Type:
• Full time
• Commitment to Equal Opportunity

Benefits

Additional Information

Job Summary: Under moderate supervision, the Business Solutions Shared Services Clerical II is responsible for the ongoing support, service, and maintenance of Business Solutions group accounts and Business Solutions associates. The focus of this position is to provide support through new group setup and plan management, routing incoming client calls and other administrative tasks that support the overall success of our employee benefits division.

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