Client Onboarding Specialist I

LegalShield; Kentucky; On-site; USD 42,000 - 64,000; Full time

Job summary

LegalShield in Ada, KY, is seeking an onboarding specialist to manage initial client relationships and group onboarding for employee benefit programs. You will ensure customer satisfaction and high-quality execution of onboarding tasks while coordinating with internal teams and external stakeholders.

The role emphasizes reliability, teamwork, time management, and proactive problem-solving to ensure a smooth onboarding experience for clients and groups.

Qualifications

• 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.

Responsibilities

• Manage initial onboarding of new employee benefit groups and ensure client satisfaction.
• Coordinate onboarding schedules and timelines with internal and external stakeholders.
• Schedule and facilitate meetings with clients and other stakeholders.
• Provide frequent status and progress reports on onboarding activities.
• Ensure accurate system and contractual setup and review enrollment/billing history.
• Maintain ability to handle multiple deadlines with confidentiality and professionalism.

Skills

Customer Service

Microsoft Word

Microsoft Excel

PowerPoint

Typing

10-key

Communication

Teamwork

Time management

Problem-solving

Job description

Job Summary

Under moderate supervision, the Business Solutions Client Onboarding Specialist I manages the initial relationship and onboarding of new employee benefit groups. The Business Solutions Client Onboarding Specialist 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

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.

Location

Ada

Department

9340 Business Solutions Sales Operations

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.