Job Summary:
Under direct supervision, the Business Solutions Implementation Support is responsible for assisting the National Broker Implementation Team with various implementation activities. This position is accountable for customer satisfaction and quality execution of stated tasks throughout the process.
Responsibilities:
The Business Solutions Implementation Support focuses on specific tasks or facets of the company as assigned by their direct leader. The Business Solutions Implementation Support is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization .
The Business Solutions Implementation Support 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.
This position is ideal for someone who is detail-oriented, enjoys problem-solving, and thrives in a dynamic, fast-paced environment. It offers the opportunity to develop a deep understanding of business solutions and implementation processes, while also building strong relationships with clients and internal stakeholders.
Performance Outcomes
Operational Tasks
Setup of LegalShield Group Accounts in System I
Facilitate Member/Client Upgrades
Enter Data for LegalShield Group Accounts
Other duties as assigned by leadership
Documentation and Support Tasks
Prepare meeting notes and document deliverables
Maintain, track, and organize the mailing of LegalShield promotional items (SWAG)
Process new member welcome communication files
Ensure successful processing of enrollment files
Issue Resolution and Continuous Improvement
Issue Resolution: Identify and escalate any issues or risks that may impact project timelines or deliverables
Continuous Improvement: Contribute to the development of best practices and process improvements within the implementation team
Education, Knowledge, and Experience
High school degree or e quivalent required ; Some college, Pre ferred
0-1+ years prior experience working in customer service preferred
Existing LegalShield or C lient Service experience , Preferred
Basic knowledge of computer applications
Prof icient in Word, Excel, and PowerPoint
Strong written and verbal communication
Excellent listening skills
Requires a n ability to handle multiple deadlines, provide a detailed-oriented, and analytical approach to daily duties and relationship building with a high degree of confidentiality.
An ability to handle multiple deadlines, while working independently and maintaining a high degree of attention to detail, organization, accuracy, and sense of urgency.
Requires an individual with a positive professional attitude who can work as a part of a team or individuall y .
Critical thinking and problem-solving skills
Proactive approach with a passion for service and an ability to thrive in a results driven environment
Requires the ability to work under pressure and quickly adapt to change
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…