Shared Services Enrollment and Onboarding Specialist

Job Summary

Under moderate supervision, the Business Solutions Shared Services Enrollment and Onboarding Specialist I manages the initial relationship and onboarding of new employee benefit group accounts utilizing the electronic enrollment process. The role is goal‑oriented and strives to meet deadlines while working with shared services and account management teams to support electronic groups.

• Complete tactile tasks and assigned work duties that help drive the success of the organization.
• Demonstrate strong teamwork and collaboration with internal and external stakeholders, ensuring timely project completion and meeting deadlines.
• Maintain a customer‑focused approach and effective problem‑solving abilities to support a seamless onboarding experience.
• Ensure reliability, accountability, and high levels of organizational and time‑management skills.
• Handle sensitive group accounts, prioritize multiple deadlines, and maintain confidentiality.
• Coordinate with vendors, users, peers, managers, and partners to build relationships and support group success.

• Pull and convert electronic files
• Load electronic files
• Clear file confirmation
• Correct file errors
• Identify and correct specific file problems
• Answer incoming calls and emails
• Initiate outgoing calls and emails
• Schedule and manage conference calls
• Maintain timely communication and outstanding customer service
• Other duties as assigned by leadership

• Ensure appropriate and accurate system and contractual set‑up.
• Review and maintain Legal Shield group accounts with electronic enrollment.
• Develop onboarding schedules and timelines.
• Schedule and facilitate meetings with clients and stakeholders.
• Provide frequent status and progress reports electronically and verbally.
• Review enrollment, payment history, and billing invoices to support Legal Shield groups, associates, and members.
• Review client accounts at various stages to keep the client on track.
• Handle inquiries received by phone, fax, electronically, or by mail.
• Communicate effectively with internal stakeholders to ensure a smooth transition to the appropriate account‑management team.

• Knowledge of Word, Excel, and PowerPoint.
• 0–1+ years of experience in customer service.
• Good typing and 10‑key skills.
• Excellent listening, negotiation, and presentation abilities.
• Strong written and verbal communication skills.
• Good phone and presentation skills.
• Analytical, organized, and detailed‑oriented approach to daily duties.
• Positive professional attitude and the ability to work as a part of a team or independently.
• Ability to work under pressure, adapt quickly to change, and show initiative.

This is a non‑exempt position.

The job is performed in a professional office environment. Employees routinely use computers, phones, photocopiers, and filing cabinets. Tasks include frequent use of hands and fingers to operate tools, reaching with hands and arms, sitting and standing, and prolonged computer work. Employees may be required to work on critical business days, including some evenings and weekends. Travel is not required for this position.

Location:

Ada
Department: 9340 Business Solutions Sales Operations
Time Type:
Full time

PPLSI conforms to all laws and regulations concerning equal employment opportunities. Women, minorities, individuals with disabilities, veterans, and individuals from all protected classes are encouraged to apply. The company does not discriminate on the basis of age, race, color, religion, sex, gender identity, sexual orientation, national origin, veteran status, or disability. All employment decisions are made on the basis of qualifications, merit, and business need.