Business Solutions Document Support Clerical I

LegalShield; Idaho; On-site; USD 32,000 - 42,000; Full time

Job summary

LegalShield in Ada, Idaho is seeking a Business Solutions Document Support Clerical I to input a high volume of data efficiently, manage sensitive information, and handle large mail and cash flows to be scanned, balanced, and deposited.

The role requires basic proficiency with Word, Excel, and PowerPoint; strong written and verbal communication; and the ability to work under deadlines with attention to detail while maintaining confidentiality.

Qualifications

• High school degree or equivalent; some college preferred.
• Basic knowledge of Word, Excel, and PowerPoint.
• Excellent written and verbal communication and presentation skills.
• Ability to handle multiple deadlines with attention to detail.

Responsibilities

• Input a high volume of data efficiently and manage confidential information.
• Process member applications, cancellations, and payments.
• Scan, index, and file sensitive information.
• Maintain cash reports and rotate scanned information every 90 days.
• Communicate with internal/external contacts and meet deadlines.

Skills

Written and verbal communication

Listening skills

Negotiation

Presentation skills

Multitasking

Attention to detail

Confidentiality

Analytical thinking

Teamwork

Critical thinking

Problem-solving

Proactive service

Education

High school diploma or equivalent

Some college

Tools

Word

Excel

PowerPoint

Job description

Job Summary

Under direct supervision, the Business Solutions Document Support Clerical I is responsible for inputting a high volume of data efficiently to manage large amounts of information that is often sensitive or confidential. In addition, the Business Solutions Document Support Clerical is responsible for handling large volumes of mail and cash to be scanned, balanced, and deposited.

Responsibilities

Scope of the Role Also responsible to file, manage and shred items in accordance with company document retention policy. The Business Solutions Document Support Clerical is responsible for performing moderately complex data entry duties and applying basic accounting principles. This role contributes to an organization independently to help support its goals and mission. The Business Solutions Document Support Clerical I focuses on specific tasks or facets of the company as assigned by their direct leader. The Business Solutions Document Support Clerical I is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization. The Business Solutions Document Support Clerical 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.

Performance Outcomes

Data Management

• Balancing the cash report to be turned into accounting daily
• Maintain the Rescan Workbasket
• Maintain a 90-day rotation of scanned information in the file room
• Work and maintain spreadsheets as needed

Processing

• Process new group member applications
• Process cancellations, and basic changes to memberships
• Process member payments
• Review non processable applications

Administrative and Communication

• Scanning, Indexing, and filing of sensitive and confidential information
• Retrieve information from Site Admin.
• Take incoming and place outgoing calls and emails
• Open and route mail to the proper destination for processing
• Other duties as assigned by leadership

Education, Knowledge, and Experience

High school degree equivalent; Some college, Preferred 0-1+ years prior experience working in customer service Basic knowledge of Word, Excel, and PowerPoint Excellent written and verbal communication Excellent listening, negotiation, and presentation abilities 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 serviceand 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: 9346 Business Solutions-Member Services 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: [e-mail]. PPLSI is an Equal Opportunity Employer. PPLSI does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need. A trailblazer in the democratization of affordable access to legal and identity protection, PPLSI is the world's largest platform for legal, identity, and reputation management services covering more than 4.4 million people. IDShield, LegalShield’s identity theft solution for individuals and families, has more than one million members. LegalShield and IDShield serve more than 140,000 businesses. In addition, over 34,000 companies offer LegalShield and IDShield plans to their employees as voluntary benefits.