Shared Services Clerical II

PPLSI•Ada, MN

5d•Onsite

About The Position

Under moderate supervision, the Business Solutions Shared Services Clerical II 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. Scope of the Role The Business Solutions Shared Services Clerical II focuses on specific tasks or facets of the company as assigned by their direct leader. The Business Solutions Shared Services Clerical II 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 II 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 II may become eligible to transition to the next level of Business Solutions Shared Services Clerical III.

Requirements

High School Degree Required
Knowledgeable in Word, Excel, and PowerPoint
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

Nice To Haves

Exceeded performance expectation as Shared Services Clerical I OR 2+ years’ experience in a similar role preferred

Responsibilities

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, Answer incoming emails, make outgoing emails, Provide support to internal departments regarding group inquiries.
Mentoring: Train new hires in how to utilize tools effectively, Assist with escalated calls/emails, Support and coach Shared Services Clerical I, Report of production numbers, Attend weekly mentor meeting.
Other duties as assigned by leadership.