Regional Account Manager

Overview

Under moderate supervision, the Business Solutions Regional Account Manager I manages the relationship of new and existing groups and associates. The Business Solutions Regional Account Manager I 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.

The Business Solutions Regional Account Manager I is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization. The Business Solutions Regional Account Manager I 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 Regional Account Manager I may become eligible to transition to the next level of Business Solutions Regional Account Manager II.

• Review and maintain Legal Shield Group Accounts
• Review enrollment, payment history, and billing invoices to provide support to Legal Shield 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
• Should be able to handle sensitive group accounts and be able to prioritize
• Provide support to internal departments regarding group inquiries

• 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

• One year of experience performing customer service
• Knowledgeable in Word, Excel, and Power Point
• 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

This is a non-exempt position.

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. 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.

Ada

9340 Business Solutions Sales Operations

Full time

PPLSI conforms to all the laws, statutes, and regulations concerning equal employment opportunities. We strongly encourage women, minorities,…