Scope of the Role
The Business Solutions Elite Account Manager 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 Manager 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 Manager III may become eligible to transition to the next level of Business Solutions Elite Account Manager 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
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.
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: [email protected].
Skills Required
- High school degree or equivalent
- Exceeded performance expectations as Elite Account Manager I or II, or at least 5 years of account manager experience
- Call center experience
- Knowledge of bookkeeping, accounting, and billing outside the food industry
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Knowledge of reinstatement, add-on, statement reprint, and plan codes
- Good typing and 10-key skills
- Strong written and verbal communication skills
- Good phone and presentation skills
- Ability to interact effectively with users, peers, managers, and vendors
- Ability to manage multiple deadlines with a detailed, analytical, organized, and confidential approach
- Ability to work independently and as part of a team
- Ability to work under pressure and adapt quickly to change
- Self-starter with initiative and problem-solving ability
- Regular and predictable attendance, including availability on critical business days, some evenings, and weekends
PPLSI Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PPLSI and has not been reviewed or approved by PPLSI.
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Healthcare Strength — Medical, dental, and vision coverage begin on the first day with multiple plan options and FSA/HSA availability. Immediate eligibility and plan choice indicate robust core health coverage.
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Leave & Time Off Breadth — PTO increases with tenure and allows substantial rollover, and paid parental leave is offered. The ability to carry over a large PTO balance provides added flexibility for time away.
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Retirement Support — A dollar-for-dollar 401(k) match begins after one year, signaling meaningful long-term savings support.
PPLSI Insights
What We Do
We create services that protect and empower people. Our vision is to build a better world where access to justice and security is equal for every human — regardless of gender, race, orientation, education, social status, or personal wealth. PPLSI enables everyone to pursue their life – to worry less and live more – without the fear that a legal or privacy issue might bring it all crashing down. Our Mission PPLSI protects and empowers people with the tools and services needed to affordably live a just and secure life. Real Impact PPLSI is making a difference in the lives of our members. Through affordable legal services, we recovered and saved our members over $22 million in 2020. With our privacy and identity theft protection services, we saved our members an additional $5,000,000. With more than 1.8 million family members and 100,000 small business members, PPLSI brands provide access to technology and professional experts to make life better. Disrupting Justice We innovate and disrupt the traditional legal system – an expensive, complicated, and time-consuming system to make legal access simple, easy and affordable. In the same way that Uber forever changed the transportation industry, Amazon created a new way to shop for everyday goods and Netflix changed how people consume TV shows and movies; PPLSI is the disruptive force providing millions of people with access to the legal and identity protection services they deserve.
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