Implementation Account Manager

Responsibilities

• Scope of the Role
• The Business Solutions Implementation Manager II will have the ability to communicate effectively, collaborate with internal and external contacts, meet deadlines, organization and time management, and the ability to maintain autonomy while working on projects and duties.
• Performance Outcomes
• Implementation Management
• Onboarding new clients
• 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
• Review various reports to ensure group accounts are up to date
• Handle inquiries received by phone, fax, email, or mail
• Should be able to handle sensitive group accounts and be able to prioritize
• Provide support to internal departments regarding group inquiries
• Build and maintain relationships with client and brokers
• Customer Support
• Understand customer demands and expectations and meet these in a timely manner , always addressing any challenges or concerns the customer or associate may have regarding group business
• Lead internal and external meetings
• Answer incoming calls, make outgoing calls to investigate and correct errors
• Stands as the point of contact for the clients and brokers
• Other duties as assigned by leadership
• Education, Knowledge, and Experience
• College Degree or extensive LegalShield knowledge , Preferred
• 0-1+ years prior experience working in customer service
• Employee Benefits and industry knowledge
• Prof icient in Word , Excel, and PowerPoint
• 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
• Exempt
• 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:
• Remote Job Posting
• Department:
• 9342 Business Solutions-Broker Services
• Time Type:
• Full time
• Commitment to Equal Opportunity

Benefits

Additional Information

Job Summary: Under moderate supervision, the Business Solutions Implementation Manager II is responsible for managing the onboarding of legal plan and identity theft protection benefit programs selected by large customers/employers. This position is accountable for customer satisfaction and quality execution of stated tasks throughout the process.

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