Client Onboarding Specialist

The Business Solutions Client Onboarding Specialist I is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization.   

The Business Solutions Client Onboarding Specialist I will demonstrate strong teamwork and collaboration with internal and external stakeholders, consistently meeting deadlines while managing multiple tasks. This role requires reliability, accountability, and the ability to work independently on projects. The position also demands excellent time management skills, a customer-focused approach, and a proactive problem-solving mindset to ensure successful client onboarding. As breadth of knowledge increases with experience, the Business Solutions Client Onboarding Specialist I may become eligible to transition to the next level of Business Solutions Client Onboarding Specialist II or into the role of Enrollment and Onboarding Specialist I or II. 

Performance Outcomes 

Client Onboarding 

• Review and maintain LegalShield Group Accounts 

• Develop onboarding schedules and timelines  

• Schedule and facilitate meetings with client and other stakeholders 

• Provide frequent status and progress reports electronically and verbally 

• Ensure appropriate and accurate system and contractual set-up   

• Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members   

• Review client account at various stages to ensure all parties meet necessary deadlines 

• Handle inquiries received by phone, fax, electronically, or mail   

• Should be able to handle sensitive group accounts and be able to prioritize   

• Communicate effectively to internal stakeholders  

• Ensure a smooth transition to the appropriate Account Management team 

Education, Knowledge, and Experience 

• Two years 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 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 cabinets. 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.