Regional Account Manager I

Job Summary:

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:

Scope of the Role

The Business Solutions Regional Account Manage r I is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization.

The Business Solutions Regional Account Manager I 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 Regional Account Manager I may become eligible to transition to the next level of Business Solutions Regional Account Manager II.

Performance Outcomes

Administrative Account Management

R eview 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

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

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

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 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.

Additional Information:

Location:

Ada

Department:

9340 Business Solutions Sales Operations

Time Type:

Full time

Commitment to Equal Opportunity

PPLSI conforms to all the laws, statutes, and regulations concerning equal employment opportunities. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, status as a protected veteran, and basis of disability or any other federal, state or local protected class. We prohibit retaliation against individuals who bring forth any concerns, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any concerns or otherwise oppose discrimination.

If you require a reasonable accommodation to complete the application process, please contact Human Resources at: humanresources@legalshieldcorp.com .