Regional Account Manager II

PPLSI•Ada, MN

8d•Onsite

About The Position

Under moderate supervision, the Business Solutions Regional Account Manager II manages the relationship of new and existing groups and associates. The Business Solutions Regional Account Manager II 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.

Requirements

Exceeded performance expectation as Account Manager I OR Minimum of 5 years’ experience in a customer service role with call center experience
High school Degree Required
Familiar with accounting, billing, and payment type processes
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

Completing tactile tasks and completing assigned work duties that help drive the success of the organization.
Communicating effectively, collaborating with internal and external contacts, meeting deadlines, organization and time management, and the ability to maintain autonomy while working on projects and duties.
Review and maintain LegalShield Group Accounts.
Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members.
Review various reports to ensure group accounts are up to date.
Handle inquiries received by phone, fax, email, or mail.
Handle sensitive group accounts and be able to prioritize.
Provide support to internal departments regarding group inquiries.
Manage reports that require more in-depth research.
Manage accounts and projects that require a deeper knowledge of processes and procedures.
Assist with answering questions in teams for newer employees.
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.