Implementation Account Manager

The Business Solutions Implementation Account Manager 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

-         Performance Outcome: Administrative Account Management 

o   Maintain account data in system

o   Process electronic enrollment files and resolve discrepancies

o   Process Broker of Record change requests

o   Oversee suspense reporting and past due research

o   Review enrollment, payment history, and billing invoices to support brokers and customers

o   Review various reports to ensure group accounts are up to date and in good standing

o   Manage workflow of tasks received via Implementation Team shared email box

o   Provide support to internal departments regarding group inquiries 

o   Assist with client projects

o   Performance Outcome: Customer Support 

o   Understand customer demands and expectations and respond in a timely manner, addressing challenges or concerns the broker or customer may have

o   Lead internal and external meetings

o   Answer incoming calls, make outgoing calls to investigate and correct errors  

o   Work on special projects as assigned

Education, Knowledge, and Experience

• High school diploma (GED equivalent), Required

• College degree or industry experience, Preferred

• 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

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.

• Prolonged periods of sitting at a desk and working on a computer

• Frequent use of hands and fingers to operate a computer keyboard, mouse, and telephone

• Occasional standing, walking, bending, or reaching within the office environment

• Ability to lift and/or move up to 10–15 pounds (e.g., files, office supplies, equipment)

Commitment to Equal Opportunity

PPLSI conforms to all the laws, statutes, and regulations concerning equal employment opportunities.  We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings.  We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, status as a protected veteran, and basis of disability or any other federal, state or local protected class.  We prohibit retaliation against individuals who bring forth any concerns, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any concerns or otherwise oppose discrimination.

If you require a reasonable accommodation to complete the application process, please contact Human Resources at: humanresources@legalshieldcorp.com.