Business Solutions Elite Account Manager III

The Business Solutions Elite Account Manger III is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization. This employee should enhance the department and organization’s reputation by accepting ownership for accomplishing new and different requests. 

The Business Solutions Elite Account Manger 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. As breadth of knowledge increases with experience, the Business Solutions Elite Account Manger III may become eligible to transition to the next level of Business Solutions Elite Account Manger 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 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 

• 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, Preferred 

• 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, Required 

• Good written and verbal communication 

• Good phone and presentation skills 

• Effectively interact with users, peers, managers, and vendors 

• Requires an 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 individually. 

• 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