Client Onboarding Specialist I

Job Summary

The Business Solutions Client Onboarding Specialist I manages the initial relationship and onboarding of new employee benefit groups, ensuring customer satisfaction and quality execution of tasks.

Responsibilities

• Complete tactile tasks and assigned work duties to drive organizational success.
• Collaborate with internal and external stakeholders, meeting deadlines and managing multiple tasks.
• Work independently on projects, demonstrating reliability, accountability, and independence.
• Manage time effectively, providing a customer-focused approach and proactive problem-solving.
• Handle sensitive group accounts and prioritize inquiries received by phone, fax, electronically, or mail.
• Communicate effectively with internal stakeholders and ensure a smooth transition to the appropriate Account Management team.

Performance Outcomes

• Review and maintain LegalShield Group Accounts.
• Develop onboarding schedules and timelines.
• Schedule and facilitate meetings with clients and other stakeholders.
• Provide frequent status and progress reports electronically and verbally.
• Ensure appropriate and accurate system and contractual set-up.
• Review enrollment, payment history, and billing invoices to support LegalShield groups, Associates, and group members.
• Review client account at various stages to ensure all parties meet necessary deadlines.
• Handle inquiries received by phone, fax, electronically, or mail.

Education, Knowledge, and Experience

• Two years of experience performing customer service.
• Knowledgeable in Word, Excel, and PowerPoint.
• Good typing and 10-key skills required.
• Good written and verbal communication skills.
• Effective phone and presentation skills.
• Ability to interact with users, peers, managers, and vendors.
• Ability to handle multiple deadlines, provide a detailed-oriented, analytical, and organized approach.
• Positive professional attitude, ability to work as a part of a team or individually.
• Ability to work under pressure and quickly adapt to change.
• Self-starter with a high level of initiative and problem-solving mindset.

Physical Requirements/Work Environment

• Professional office environment.
• Uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.
• Regularly uses hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms.
• Sit, stand, talk, and hear frequently.
• Can work at the computer or other sedentary tasks for extended periods.
• Conducts duties discreetly and impartially.
• Regular and predictable attendance and punctuality with the ability to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed.
• No travel required for this position.