Business Solutions Implementation Account Manager
1 week ago
We are seeking a highly skilled Business Solutions Implementation Account Manager to join our team at PPLSI. In this exciting role, you will be responsible for managing and maintaining cases sold by Top Brokers and implemented by the Top Broker Implementation Team.
Key Responsibilities- Manage account data in our 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 (not included)
- Provide support to internal departments regarding group inquiries
- Assist with client projects
- 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
PPLSI is a leading provider of legal expense plans to consumers across the U.S and Canada. We offer a comprehensive benefits package, including medical, dental, vision, and other voluntary benefits, as well as a 401k plan with employer matching.
We are proud to offer quarterly employee bonus programs, providing an incentive for employees to reach individual performance goals and work together towards common business objectives.
Our team is dedicated to serving our customers with outstanding legal services at an affordable price. We believe in providing accessible legal coverage to as many people as possible and are committed to staying true to our goal.
The estimated salary for this position is $50,000 - $70,000 per year, depending on experience.
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