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Account Manager - Implementation Team

Company: LegalShield
Location: Ada
Posted on: June 10, 2021

Job Description:

Job Summary:

An Account Manager manages the relationship of new and existing groups and associates and does not require prior experience. This position is accountable for customer satisfaction 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. Account Manager I's are assigned responsibilities and as breadth of knowledge increase with experience, may reasonably expect transition to next level of Account Manager II.


Job Description

  • Will be responsible for the review and maintenance of LegalShield Group Accounts
  • 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
  • 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 out going calls to investigate and correct errors
  • Provide support to internal departments regarding group inquires.
  • Helpful to have reinstatement, add-on, statement reprint, and plan code knowledge
  • Should be able to handle sensitive group accounts and be able to prioritize
  • Availability to work late throughout the month and end of the year to ensure all business is processed.
  • Other duties as assigned by management

Required Skills/Competencies

  • One year of experience performing customer service
  • Good attendance
  • Good typing and 10-key skills
  • Work under pressure, quickly adapts to change
  • Maintain confidentiality
  • Good phone skills
  • Good written and verbal communication/presentation skills
  • Detailed-oriented and organized
  • Problem-solving and analytical
  • Ability to handle multiple deadlines
  • Positive professional attitude
  • Works well in a team environment and individually
  • Knowledgeable in Word, Excel, and Powerpoint
  • Ability to effectively interact with users, peers, managers, and vendors
  • Self -starter with high level of initiative
  • Strong commitment to department and company goals

Work Environment & Physical Demands

While performing the duties of the job, this position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 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. Travel is not required for this position.


9342 Business Solutions-Broker Services

Time Type:

Full time

Keywords: LegalShield, Norman , Account Manager - Implementation Team, Other , Ada, Oklahoma

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