Business Solutions Implementation Account Manager

1 week ago

Boise, Idaho, United States PPLSI Full time
Job Summary:

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.

Responsibilities:
  • 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
    • 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
    • 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
    Requirements:
    • 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
    Additional Information:

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, and 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 or any other federal, state or local protected class.

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