Shared Services Clerical I

PPLSI•Ada, MN

10d•Onsite

About The Position

Under moderate supervision, the Business Solutions Shared Services Clerical I is responsible for the ongoing support, service, and maintenance of Business Solutions group accounts and Business Solutions associates. The focus of this position is to provide support through new group setup and plan management, routing incoming client calls and other administrative tasks that support the overall success of our employee benefits division. Responsibilities: Scope of the Role The Business Solutions Shared Services Clerical I focuses on specific tasks or facets of the company as assigned by their direct leader. The Business Solutions Shared Services Clerical I is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization. The Business Solutions Shared Services Clerical I 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 Shared Services Clerical I may become eligible to transition to the next level of Business Solutions Shared Services Clerical II. Performance Outcomes Group Management Setup of LegalShield Group Accounts Facilitate Group Upgrades Issue Schedule A, Tax Forms, to Groups Maintain NDA and Vendor Forms Enter Data for LegalShield Group Accounts Monitor and analyze group account reports, enrollment, payment history, and invoices Customer Support Answer incoming calls, make outgoing calls to/from customers Answer incoming emails, make outgoing emails to/from customers Provide support to internal departments regarding group inquiries Other duties as assigned by leadership

Requirements

Knowledgeable in Word, Excel, and PowerPoint
0-1+ years prior experience working in customer service
High School Degree required
Availability for timely communication and customer service
Strong written and verbal communication
Excellent listening, negotiation, and presentation abilities
Adaptable and organized with ability to build rapport with customers
Requires an ability to handle multiple deadlines, provide a detailed-oriented, and analytical approach to daily duties and relationship building with a high degree of confidentiality.
An ability 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 results driven environment
Requires the ability to work under pressure and quickly adapt to change

Responsibilities

Setup of LegalShield Group Accounts
Facilitate Group Upgrades
Issue Schedule A, Tax Forms, to Groups
Maintain NDA and Vendor Forms
Enter Data for LegalShield Group Accounts
Monitor and analyze group account reports, enrollment, payment history, and invoices
Answer incoming calls, make outgoing calls to/from customers
Answer incoming emails, make outgoing emails to/from customers
Provide support to internal departments regarding group inquiries
Other duties as assigned by leadership