Business Solutions Shared Services Clerical

Job Summary

Under moderate supervision, the Business Solutions Shared Services Clerical I is responsible for the ongoing support, service, and maintenance of Business Solutions group accounts and Business Solutions 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.

• Set up and manage Legal Shield group accounts.
• Facilitate group upgrades.
• Issue ScheduleA and 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 and make outgoing calls to/from customers.
• Answer incoming emails and make outgoing emails to/from customers.
• Provide support to internal departments regarding group inquiries.
• Other duties as assigned by leadership.

• Knowledgeable in Word, Excel, and PowerPoint.
• 0–1+ years prior experience working in customer service.
• High school degree required.
• Availability for timely communication and customer service.
• Strong written and verbal communication.
• Excellent listening, negotiation, and presentation abilities.
• Adaptable and organized with ability to build rapport with customers.
• Ability to handle multiple deadlines and maintain a detail‑oriented, analytical approach to daily duties.
• Positive professional attitude to work as part of a team or independently.
• Critical thinking and problem‑solving skills.
• Proactive approach with a 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.

The work is performed in a professional office environment. The employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. 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. The employee can work at the computer or other sedentary tasks for extended periods.

The 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, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer. 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.

We prohibit retaliation against individuals who bring forth any concerns, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any concerns or otherwise oppose discrimination. If you require a reasonable accommodation to complete the application process, please contact Human Resources at: human