Business Solutions Implementation Account Manager

3 weeks ago


Ada, United States PPLSI Full time
Job DescriptionJob Description

Under direct supervision, the Business Solutions Implementation Account Manager is responsible for the ongoing management and maintenance of the cases sold by Top Brokers and cases implemented by the Top Broker Implementation Team. This position is accountable for broker, associate, and customer satisfaction and quality execution of stated tasks throughout the process.

Job Description

The Business Solutions Implementation Account Manager 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.  

Performance Outcomes 

  • Performance Outcome: Administrative Account Management  

  • Maintain account data in system 

  • Process electronic enrollment files and resolve discrepancies 

  • Process Broker of Record change requests 

  • Oversee suspense reporting and past due research 

  • Review enrollment, payment history, and billing invoices to support brokers and customers 

  • Review various reports to ensure group accounts are up to date and in good standing 

  • Manage workflow of tasks received via Implementation Team shared email box 

  • Provide support to internal departments regarding group inquiries  

  • Assist with client projects  

 

  • Performance Outcome: Customer Support  

  • Understand customer demands and expectations and respond in a timely manner, addressing challenges or concerns the broker or customer may have  

  • Lead internal and external meetings 

  • Answer incoming calls, make outgoing calls to investigate and correct errors  

  • Work on special projects as assigned 

Education, Knowledge, and Experience 

  • High school diploma (GED equivalent), Required 

  • College degree or industry experience, Preferred 

  • 1-3 years prior experience working in customer service, Preferred 

  • Experienced in Word, Excel, and PowerPoint 

  • Excellent written and verbal communication 

  • Excellent listening skills 

  • Adaptable and organized with ability to build rapport with customers   

  • Able to handle multiple deadlines, while working independently and maintaining a high degree of attention to detail, organization, accuracy, and sense of urgency.  

  • Requires an individual with a positive professional attitude who can work as a part of a team or individually.  

  • Critical thinking and problem-solving skills   

  • Proactive approach with a passion for service and an ability to thrive in a fast-paced, results driven environment 

  • Able to quickly adapt to change 

FLSA Status 

This is a non-exempt position. 

 

Physical Requirements/ Work Environment  

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. 

 

Company DescriptionWhy Choose PPLSI?

PPLSI provides a very rich employee benefit program starting on day 1 with low cost options for Medical, Dental, Vision and other voluntary benefits such as Supplemental Life Insurance, Short-Term Disability, Critical Illness with Cancer and Accident. We also provide options to opt-in to an FSA and offer a 401k plan with employer matching.

We are very proud to offer quarterly employee bonus programs providing an incentive for employees to reach individual performance goals and bring employees together working toward common goals of the business strategy.

As one of the first companies in North America to provide legal expense plans to consumers, we are currently protecting and empowering more than 4.1 millions lives across the U.S and Canada.

With over 600 employees dedicated to serving our customers, our promise remains the same: to provide outstanding legal services by quality law firms at an affordable price. PPLSI has been developing and growing a company whose goal is to provide affordable, accessible legal coverage to as many people as possible. Part of staying true to this goal is an incredible core team who believes this goal and pushes for it, keep the vision of Harland Stonecipher in mind while providing some expertise and inspiration of their own.Company DescriptionWhy Choose PPLSI? \r
\r
PPLSI provides a very rich employee benefit program starting on day 1 with low cost options for Medical, Dental, Vision and other voluntary benefits such as Supplemental Life Insurance, Short-Term Disability, Critical Illness with Cancer and Accident. We also provide options to opt-in to an FSA and offer a 401k plan with employer matching. \r
\r
We are very proud to offer quarterly employee bonus programs providing an incentive for employees to reach individual performance goals and bring employees together working toward common goals of the business strategy. \r
\r
As one of the first companies in North America to provide legal expense plans to consumers, we are currently protecting and empowering more than 4.1 millions lives across the U.S and Canada. \r
\r
With over 600 employees dedicated to serving our customers, our promise remains the same: to provide outstanding legal services by quality law firms at an affordable price. PPLSI has been developing and growing a company whose goal is to provide affordable, accessible legal coverage to as many people as possible. Part of staying true to this goal is an incredible core team who believes this goal and pushes for it, keep the vision of Harland Stonecipher in mind while providing some expertise and inspiration of their own.

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