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Implementation Account Manager
PPLSIImplementation Manager handling onboarding of legal plan and identity theft protection benefit programs for large customers. Ensuring quality execution and customer satisfaction throughout the implementation process.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project planningcustomer serviceemployee benefits knowledgelegal plan managementidentity theft protection management
Soft Skills
communicationcollaborationtime managementorganizationnegotiationpresentationcritical thinkingproblem-solvingrelationship buildingadaptability
Certifications
College DegreeLegalShield knowledge