Elite Account Manager III
Pre-Paid Legal Services, Inc. d/b/a LegalShield, Ada, OK, United States
Business Solutions Elite Account Manager III
Under minimal supervision, the Business Solutions Elite Account Manager III manages the group portfolio of a specific set of associates. This position requires account manager experience and a high level of service delivered to each customer and quality execution of stated tasks throughout the process. Work will be observed and reviewed both during performance upon completion, and changes in procedures or exceptions to rules are explained in detail as they arise. Responsibilities
The Business Solutions Elite Account Manager III is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization. This employee should enhance the department and organization's reputation by accepting ownership for accomplishing new and different requests. The Business Solutions Elite Account Manager III 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. As breadth of knowledge increases with experience, the Business Solutions Elite Account Manager III may become eligible to transition to the next level of Business Solutions Elite Account Manager IV. Administrative Account Management
Serve as the lead point of contact and will be responsible for the review and maintenance of specific LegalShield Group Accounts Handle more advance inquiries Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members Proactively 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 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 Answer incoming calls, make outgoing calls to investigate and correct errors Other duties as assigned by leadership Education, Knowledge, and Experience
High School degree equivalent or higher Exceeded performance expectation as Elite Account Manager I or II OR 5+ year of experience in an account manager role Call center experience, preferred Knowledge of bookkeeping, accounting, and billing, outside of the food industry Proficient in Word, Excel, and PowerPoint Reinstatement, add-on, statement reprint, and plan code knowledge, preferred Good typing and 10-key skills, required Good written and verbal communication Good phone and presentation skills Effectively interact with users, peers, managers, and vendors Requires an ability to handle multiple deadlines, provide a detailed-oriented, analytical, and organized approach to daily duties and relationship building with a high degree of confidentiality Requires an individual with a positive professional attitude who can work as a part of a team or individually Requires the ability to work under pressure and quickly adapt to change Requires a self-starter with a high level of initiative and problem-solving mindset FLSA Status
This is a non-exempt position. Physical Requirements/ Work Environment
The work environment characteristics and physical demands described here are representative of those 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. The duties of this position are performed in a professional office environment. Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms. The employee is frequently required to sit, stand, talk, and hear. Employee can work at the computer or other sedentary tasks for extended periods. Employee can conduct duties discreetly and impartially. Employee has regular and predictable attendance and punctuality with the ability to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed. Travel is not required for this position.
Under minimal supervision, the Business Solutions Elite Account Manager III manages the group portfolio of a specific set of associates. This position requires account manager experience and a high level of service delivered to each customer and quality execution of stated tasks throughout the process. Work will be observed and reviewed both during performance upon completion, and changes in procedures or exceptions to rules are explained in detail as they arise. Responsibilities
The Business Solutions Elite Account Manager III is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization. This employee should enhance the department and organization's reputation by accepting ownership for accomplishing new and different requests. The Business Solutions Elite Account Manager III 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. As breadth of knowledge increases with experience, the Business Solutions Elite Account Manager III may become eligible to transition to the next level of Business Solutions Elite Account Manager IV. Administrative Account Management
Serve as the lead point of contact and will be responsible for the review and maintenance of specific LegalShield Group Accounts Handle more advance inquiries Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members Proactively 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 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 Answer incoming calls, make outgoing calls to investigate and correct errors Other duties as assigned by leadership Education, Knowledge, and Experience
High School degree equivalent or higher Exceeded performance expectation as Elite Account Manager I or II OR 5+ year of experience in an account manager role Call center experience, preferred Knowledge of bookkeeping, accounting, and billing, outside of the food industry Proficient in Word, Excel, and PowerPoint Reinstatement, add-on, statement reprint, and plan code knowledge, preferred Good typing and 10-key skills, required Good written and verbal communication Good phone and presentation skills Effectively interact with users, peers, managers, and vendors Requires an ability to handle multiple deadlines, provide a detailed-oriented, analytical, and organized approach to daily duties and relationship building with a high degree of confidentiality Requires an individual with a positive professional attitude who can work as a part of a team or individually Requires the ability to work under pressure and quickly adapt to change Requires a self-starter with a high level of initiative and problem-solving mindset FLSA Status
This is a non-exempt position. Physical Requirements/ Work Environment
The work environment characteristics and physical demands described here are representative of those 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. The duties of this position are performed in a professional office environment. Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms. The employee is frequently required to sit, stand, talk, and hear. Employee can work at the computer or other sedentary tasks for extended periods. Employee can conduct duties discreetly and impartially. Employee has regular and predictable attendance and punctuality with the ability to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed. Travel is not required for this position.