Elite Account Manager III

Job Summary: Under minimal supervision, the Business Solutions Elite Account Manager III manages the group portfolio of a specific set of associates. This position requires account manager experience and a high level of service delivered to each customer 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: Scope of the Role   The Business Solutions Elite Account Manager III is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization. This employee should e nhance the department and organization’s reputation by accepting ownership for accomplishing new and different requests. The Business Solutions Elite Account Manager III 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.

A s breadth of knowledge increases with experience, the Business Solutions Elite Account Manager III may become eligible to transition to the next level of Business Solutions Elite Account Manager IV . Performance Outcomes   Administrative Account Management   Serve as the lead point of contact and will be responsible for the review and maintenance of specific LegalShield Group Accounts    Handle more advance inquiries   Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members   Proactively r eview various reports to ensure group accounts are up to date   Handle inquiries received by phone, fax, email, or mail   Should be able to handle sensitive group accounts and be able to prioritize   Provide support to internal departments regarding group inquiries   Customer Support   Understand customer demands and expectations and meet these in a timely manner , always addressing any challenges or concerns the customer or associate may have regarding group business     Answer incoming calls, make outgoing calls to investigate and correct errors     Other duties as assigned by leadership      Education, Knowledge, and Experience   High School degree equivalent or higher   Exceeded performance expectation as Elite Account Manager I or II OR   5 + year of experience in an account manager role   Call center experience, Pre ferred   Knowledge of bookkeeping, accounting, and billing, outside of the food industry   Proficient in Word, Excel, and PowerPoint   Reinstatement, add-on, statement reprint, and plan code knowledge, Preferred   Good typing and 10-key skills , R equired   Good written and verbal communication   Good phone and presentation skills   Effectively interact with users, peers, managers, and vendors   Requires a n 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.

Requires an individual with a positive professional attitude who can work as a part of a team or individuall y . Requires the ability to work under pressure and quickly adapt to change   Requires a self-starter with a high level of initiative and problem-solving mindset. FLSA Status   This is a non-exempt position. Physical Requirements/ Work Environment     The work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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 cabinet s . While performing t