Implementation Support

PPLSI•Ada, MN

About The Position

Under direct supervision, the Business Solutions Implementation Support assists the National Broker Implementation Team with implementation activities and is accountable for customer satisfaction and quality execution of assigned tasks. The role handles specific tasks and other work assigned by the direct leader to support organizational success. The position requires effective communication and collaboration with internal and external contacts, deadline management, organization, time management, and the ability to work independently on projects and duties. It is suited to someone who is detail-oriented, enjoys problem-solving, and can thrive in a dynamic, fast-paced environment. The role offers the opportunity to develop an understanding of business solutions and implementation processes and build relationships with clients and internal stakeholders. The position is non-exempt and is performed in a professional office environment. Travel is not required. The employee uses standard office equipment and may need to work some evenings and weekends on critical business days to ensure business is processed.

Requirements

  • High school degree or equivalent required.
  • Basic knowledge of computer applications.
  • Proficiency in Word, Excel, and PowerPoint.
  • Strong written and verbal communication skills and excellent listening skills.
  • Ability to handle multiple deadlines while working independently, with attention to detail, organization, accuracy, and urgency.
  • Ability to maintain confidentiality and take a detailed, analytical approach to daily duties and relationship building.
  • Positive professional attitude and ability to work independently or as part of a team.
  • Critical-thinking and problem-solving skills.
  • Proactive, service-oriented approach and ability to thrive in a results-driven environment.
  • Ability to work under pressure and adapt quickly to change.

Nice To Haves

  • Some college.
  • 0–1+ years of prior customer service experience.
  • Existing LegalShield or client service experience.

Responsibilities

  • Set up LegalShield Group Accounts in System I.
  • Facilitate member and client upgrades.
  • Enter data for LegalShield Group Accounts.
  • Prepare meeting notes and document deliverables.
  • Maintain, track, and organize the mailing of LegalShield promotional items (SWAG).
  • Process new member welcome communication files.
  • Ensure successful processing of enrollment files.
  • Identify and escalate issues or risks that may affect project timelines or deliverables.
  • Contribute to developing best practices and process improvements within the implementation team.
  • Complete other duties as assigned by leadership.
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