Enrollment and Onboarding Specialist I

About the role

Under moderate supervision, the Business Solutions Shared Services Enrollment and Onboarding Specialist I manages the initial relationship and onboarding of new employee benefit group accounts utilizing electronic enrollment process. The position works with shared services and account management teams to provide support to electronic groups. This is a goal-oriented role that strives to meet deadlines.

Responsibilities

• Complete tactile tasks and assigned work duties that help drive organizational success
• Demonstrate strong teamwork and collaboration with internal and external stakeholders
• Ensure timely project completion and meet deadlines
• Provide reliable, accountable, and highly organized support with strong time management skills
• Deliver a customer-focused approach with effective problem-solving to support seamless onboarding
• As experience grows, become eligible to transition to the next level of Business Solutions Shared Services Enrollment and Onboarding Specialist II

Performance Outcomes

• Pull and convert electronic files
• Load electronic files and clear file confirmation
• Correct file errors and identify specific file problems
• Answer incoming calls and emails; initiate outgoing calls and emails
• Schedule and manage conference calls
• Maintain timely communication and outstanding customer service
• Other duties as assigned by leadership

Client Onboarding – Electronic Enrollment

• Ensure appropriate and accurate system and contractual set-up
• Review and maintain LegalShield Group Accounts with Electronic Enrollment
• Develop onboarding schedules and timelines
• Schedule and facilitate meetings with clients and other stakeholders
• Provide frequent status and progress reports electronically and verbally
• Review enrollment, payment history, and billing invoices to support LegalShield groups, Associates, and group members
• Review client accounts at various stages to ensure clients stay on track
• Handle inquiries received by phone, fax, electronically, or mail
• Manage sensitive group accounts and prioritize effectively
• Communicate effectively to internal stakeholders
• Ensure smooth transition to the appropriate Account Management team

Education, Knowledge, and Experience

• Knowledgeable in Word, Excel, and PowerPoint
• 0–1+ years of prior experience in customer service
• Strong typing and 10-key skills
• Excellent listening, negotiation, and presentation abilities
• Strong written and verbal communication skills
• Effective phone and presentation skills
• Ability to interact professionally with users, peers, managers, and vendors
• Ability to prioritize multiple deadlines with a detail-oriented, analytical, and organized approach
• Demonstrated relationship-building skills with a high degree of confidentiality
• Self-motivated and results-driven professional attitude
• Ability to work as part of a team or independently
• Ability to work under pressure and adapt quickly to change
• Self-starter with a high level of initiative and problem-solving mindset

Physical Requirements / Work Environment

The duties of this position are performed in a professional office environment. Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms. The employee is frequently required to sit, stand, talk, and hear. Employee can work at the computer or other sedentary tasks for extended periods. Employee can conduct duties discreetly and impartially. Employee has 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. Travel is not required for this position.