Business Solutions Shared Services Clerical I

Job Summary

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
• 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
• 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

Qualifications

• FLSA Status: Non-exempt position
• Physical Requirements/Work Environment: Professional office environment, uses standard office equipment, sits, stands, talks, hears, uses hands and fingers, reaches with hands and arms, conducts duties discreetly and impartially, works at the computer or other sedentary tasks for extended periods, can work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed