Client Onboarding Specialist I

LegalShield•Ada, OK

46d•Onsite

About The Position

Under moderate supervision, the Business Solutions Client Onboarding Specialist I manages the initial relationship and onboarding of new employee benefit groups. The Business Solutions Client Onboarding Specialist I is accountable for customer satisfaction and quality execution of stated tasks throughout the process. Work will be observed and reviewed both during performance upon completion, and changes in procedures or exceptions to rules are explained in detail as they arise. The Business Solutions Client Onboarding Specialist I is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization. The Business Solutions Client Onboarding Specialist I will demonstrate strong teamwork and collaboration with internal and external stakeholders, consistently meeting deadlines while managing multiple tasks. This role requires reliability, accountability, and the ability to work independently on projects. The position also demands excellent time management skills, a customer-focused approach, and a proactive problem-solving mindset to ensure successful client onboarding. As breadth of knowledge increases with experience, the Business Solutions Client Onboarding Specialist I may become eligible to transition to the next level of Business Solutions Client Onboarding Specialist II or into the role of Enrollment and Onboarding Specialist I or II.

Requirements

Two years of experience performing customer service
Knowledgeable in Word, Excel, and PowerPoint
Good typing and 10-key skills required
Good written and verbal communication
Good phone and presentation skills
Effectively interact with users, peers, managers, and vendors
Requires an ability to handle multiple deadlines, provide a detailed-oriented, analytical, and organized approach to daily duties and relationship building with a high degree of confidentiality.
Requires an individual with a positive professional attitude who can work as a part of a team or individually.
Requires the ability to work under pressure and quickly adapt to change
Requires a self-starter with a high level of initiative and problem-solving mindset.

Responsibilities

Client Onboarding
Review and maintain LegalShield Group Accounts
Develop onboarding schedules and timelines
Schedule and facilitate meetings with client and other stakeholders
Provide frequent status and progress reports electronically and verbally
Ensure appropriate and accurate system and contractual set-up
Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members
Review client account at various stages to ensure all parties meet necessary deadlines
Handle inquiries received by phone, fax, electronically, or mail
Should be able to handle sensitive group accounts and be able to prioritize
Communicate effectively to internal stakeholders
Ensure a smooth transition to the appropriate Account Management team