Implementation Support

Posted 19 Hours Ago
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Ada, OK, USA
In-Office
Entry level
Legal Tech
The Role
Supports the National Broker Implementation Team by setting up group accounts, entering data, processing enrollment and welcome communication files, facilitating upgrades, documenting deliverables, organizing promotional mailings, and escalating issues. The role requires strong communication, organization, attention to detail, problem-solving, deadline management, confidentiality, and proficiency with standard office applications. It is a full-time office position with no travel required.
Summary Generated by Built In
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 equivalent required; Some college, Preferred  

  • 0-1+ years prior experience working in customer service preferred

  • Existing LegalShield or Client Service experience, Preferred 

  • Basic knowledge of computer applications  

  • Proficient in Word, Excel, and PowerPoint 

  • Strong written and verbal communication 

  • Excellent listening skills 

  • Requires an 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 individually.  

  • 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 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. 

Additional Information:Location:Ada

Department:9344 Broker Services Account Management

Time Type:Full time




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
  • Some college
  • 0-1+ years of prior customer service experience
  • Existing LegalShield or client service experience
  • Basic knowledge of computer applications
  • Proficiency in Microsoft Word, Excel, and PowerPoint
  • Strong written and verbal communication skills
  • Excellent listening skills
  • Ability to manage multiple deadlines
  • Detail-oriented and analytical approach
  • Ability to work independently and maintain attention to detail, organization, accuracy, and urgency
  • Positive professional attitude and ability to work individually or as part of a team
  • Critical thinking and problem-solving skills
  • Proactive service-oriented approach
  • Ability to work under pressure and adapt quickly to change

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.

  • 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.
  • 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.
  • Retirement Support — A dollar-for-dollar 401(k) match begins after one year, signaling meaningful long-term savings support.

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The Company
HQ: Ada, Oklahoma
4,698 Employees
Year Founded: 1972

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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