Elite Account Manager III

PPLSI•Ada, MN

11d•Onsite

About The Position

Under minimal supervision, the Business Solutions Elite Account Manager III manages the group portfolio of a specific set of associates. This position requires account manager experience and a high level of service delivered to each customer 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. Responsibilities: Scope of the Role The Business Solutions Elite Account Manager III is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization. This employee should enhance the department and organization’s reputation by accepting ownership for accomplishing new and different requests. The Business Solutions Elite Account Manager III 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. As breadth of knowledge increases with experience, the Business Solutions Elite Account Manager III may become eligible to transition to the next level of Business Solutions Elite Account Manager IV. Performance Outcomes Administrative Account Management Serve as the lead point of contact and will be responsible for the review and maintenance of specific LegalShield Group Accounts Handle more advance inquiries Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members Proactively review various reports to ensure group accounts are up to date Handle inquiries received by phone, fax, email, or mail Should be able to handle sensitive group accounts and be able to prioritize Provide support to internal departments regarding group inquiries Customer Support Understand customer demands and expectations and meet these in a timely manner, always addressing any challenges or concerns the customer or associate may have regarding group business Answer incoming calls, make outgoing calls to investigate and correct errors Other duties as assigned by leadership

Requirements

High School degree equivalent or higher
Exceeded performance expectation as Elite Account Manager I or II OR 5+ year of experience in an account manager role
Good typing and 10-key skills
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.

Nice To Haves

Call center experience
Knowledge of bookkeeping, accounting, and billing, outside of the food industry
Proficient in Word, Excel, and PowerPoint
Reinstatement, add-on, statement reprint, and plan code knowledge

Responsibilities

Serve as the lead point of contact and will be responsible for the review and maintenance of specific LegalShield Group Accounts
Handle more advance inquiries
Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members
Proactively review various reports to ensure group accounts are up to date
Handle inquiries received by phone, fax, email, or mail
Should be able to handle sensitive group accounts and be able to prioritize
Provide support to internal departments regarding group inquiries
Understand customer demands and expectations and meet these in a timely manner, always addressing any challenges or concerns the customer or associate may have regarding group business
Answer incoming calls, make outgoing calls to investigate and correct errors
Other duties as assigned by leadership