Shared Services Clerical II

Shared Services Clerical II – PPLSI

Under moderate supervision, the Business Solutions Shared Services Clerical II is responsible for the ongoing support, service, and maintenance of Business Solutions group accounts and associates. The focus of this position is to provide support through new group setup and plan management, routing incoming client calls and other administrative tasks that support the overall success of our employee benefits division.

Scope of the Role:
Focuses on specific tasks or facets of the company as assigned by its direct leader. Responsible for completing tactile tasks and work duties that help drive the success of the organization. Communicates effectively, collaborates with internal and external contacts, meets deadlines, demonstrates strong organization and time management, and maintains autonomy while working on projects.

• Setup of Legal Shield Group Accounts
• Facilitate Group Upgrades
• Issue Schedule A, Tax Forms, to Groups
• Maintain NDA and Vendor Forms
• Enter data for Legal Shield Group Accounts
• Monitor and analyze group account reports, enrollment, payment history, and invoices

• Answer incoming calls, make outgoing calls
• Answer incoming emails, make outgoing emails
• Provide support to internal departments regarding group inquiries

• Train new hires in how to utilize tools effectively
• Assist with escalated calls/emails
• Support and coach Shared Services Clerical I
• Report of production numbers
• Attend weekly mentor meeting
• Other duties as assigned by leadership

• High School Degree Required
• 2+ years’ experience in a similar role preferred or exceeded performance expectation as Shared Services Clerical I
• Knowledge of Word, Excel, and Power Point
• Availability for timely communication and customer service
• Strong written and verbal communication, excellent listening, negotiation, and presentation abilities
• Adaptable, organized, able to build rapport with customers
• Ability to handle multiple deadlines, maintain a high degree of confidentiality and detail‑oriented analytical approach
• Positive professional attitude, works well in a team or individually
• Critical thinking and problem‑solving skills
• Proactive approach with passion for service and ability to thrive in a results‑driven environment
• Ability to work under pressure and quickly adapt to change

This is a non‑exempt position.

Essential functions include use of standard office equipment, handling objects, and operating tools. Employee frequently required to sit, stand, talk, and hear. Works at computer or other sedentary tasks for extended periods. Requires regular attendance and punctuality. Some evenings and weekends may be necessary. No travel required.

Location: Ada

Department: 9340 Business Solutions Sales Operations

Time Type: Full time

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. 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 to the employer or government.

If you require a reasonable accommodation to complete the application process, please contact Human Resources at: human