Regional Account Manager I

About the role

Under moderate supervision, the Business Solutions Regional Account Manager I manages the relationship of new and existing groups and associates. The Business Solutions Regional Account Manager I is accountable for customer satisfaction and quality execution of stated tasks throughout the process. Work will be observed and reviewed both during performance upon completion, and changes in procedures or exceptions to rules are explained in detail as they arise.

Responsibilities

• Complete tactile tasks and assigned work duties that help drive the success of the organization.
• Communicate effectively.
• Collaborate with internal and external contacts.
• Meet deadlines.
• Demonstrate organization and time management.
• Maintain autonomy while working on projects and duties.
• As breadth of knowledge increases with experience, become eligible to transition to the next level of Business Solutions Regional Account Manager II.
• Review and maintain LegalShield Group Accounts.
• Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, associates, and group members.
• Review various reports to ensure group accounts are up to date.
• Handle inquiries received by phone, fax, email, or mail.
• Handle sensitive group accounts and prioritize appropriately.
• Provide support to internal departments regarding group inquiries.
• Understand customer demands and expectations and meet them in a timely manner, addressing any challenges or concerns the customer or associate may have regarding group business.
• Answer incoming calls and make outgoing calls to investigate and correct errors.
• Perform other duties as assigned by leadership.

Requirements

• One year of experience performing customer service.
• Knowledgeable in Word, Excel, and PowerPoint.
• Good typing and 10‑key skills required.
• Good written and verbal communication.
• Good phone and presentation skills.
• Effectively interact with users, peers, managers, and vendors.
• Ability to handle multiple deadlines, provide a detailed‑oriented, analytical, and organized approach to daily duties and relationship building with a high degree of confidentiality.
• Positive professional attitude; able to work as 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.

FLSA Status: This is a non‑exempt position.

Location: Ada Department 9340 Business Solutions Sales Operations. Time Type: Full time.