Implementation Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• With moderate supervision, oversee the onboarding process for legal plan and identity theft protection benefit programs chosen by large customers and employers.

• Responsible for ensuring customer satisfaction and the high-quality execution of all tasks throughout the onboarding process.

• Communicate effectively, collaborate with both internal and external stakeholders, adhere to deadlines, manage time efficiently, and maintain independence while handling projects and responsibilities.

• Create implementation schedules and timelines.

• Prepare presentations for meetings and document deliverables.

• Provide regular status updates and progress reports using detailed project planning tools.

• Collaborate with customers to design and implement an employee communication strategy.

• Ensure accurate and appropriate system and contractual setups.

• Participate in sales presentations when required.

• Review enrollment, payment history, and billing invoices to assist LegalShield groups, Associates, and group members.

• Address inquiries received via phone, fax, email, or mail.

• Review various reports to verify that group accounts are current.

⛳️ Requirements

• A college degree or significant knowledge of LegalShield is preferred.

• 0-1+ years of previous experience in customer service.

• Knowledge of employee benefits and the industry.

• Proficient in Word, Excel, and PowerPoint.

• Strong written and verbal communication skills.

• Excellent listening, negotiation, and presentation skills.

• Critical thinking and problem-solving abilities.

• Capacity to manage multiple deadlines, with a detail-oriented and analytical approach to daily tasks and relationship building while maintaining a high level of confidentiality.

• A proactive mindset with a passion for service and the ability to excel in a results-driven environment.

• Must be able to work under pressure and quickly adapt to changes.

🏝️ Benefits

• Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions.

• Employees regularly utilize standard office equipment, including computers, phones, photocopiers, and filing cabinets.

• Availability to work on critical business days as necessary, which may include some evenings and weekends to ensure all business processes are completed.

• May require occasional travel by airplane or car for day or overnight trips, up to 5% of the time.