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 Manager 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. As 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 

• 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 

• 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 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