Elite Account Manager III

PPLSI; Ada (OK); On-site; USD 52,000 - 76,000; Full time

Job summary

PPLSI in Ada, Oklahoma, is seeking an Elite Account Manager III to manage the group portfolio of a specific set of associates under minimal supervision, delivering high-quality service and accurate execution of tasks throughout the process.

The role emphasizes effective communication, collaboration with internal and external contacts, meeting deadlines, organization, time management, and the ability to maintain autonomy on projects.

Qualifications

• High School degree equivalent or higher.
• 5+ years of account manager experience.
• Call center experience preferred.
• Knowledge of bookkeeping, accounting, and billing outside of the food industry.
• Proficient in Word, Excel, and PowerPoint.
• Good typing and 10-key skills.
• Good written and verbal communication.
• Good phone and presentation skills.
• Effectively interact with users, peers, managers, and vendors.
• Requires ability to handle multiple deadlines with a detailed, analytical, organized approach.

Responsibilities

• Serve as the lead point of contact and will be responsible for the review and maintenance of specific LegalShield Group Accounts
• Handle more advanced 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
• Understand customer demands and expectations and meet these in a timely manner
• Answer incoming calls, make outgoing calls to investigate and correct errors
• Other duties as assigned by leadership

Skills

Account management

Customer service

Communication

Call center experience

Data entry

Typing

10-key

Billing knowledge

Bookkeeping

Word

Excel

PowerPoint

Education

High School degree or higher

5+ years of account manager experience

Tools

Word

Excel

PowerPoint

Job description

Job Summary

Under minimal supervision, the Business Solutions Elite Account Manager III manages the group portfolio of a specific set of associates. This position requires account manager experience and a high level of service delivered to each customer 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.

Under minimal supervision, the Business Solutions Elite Account Manager III manages the group portfolio of a specific set of associates. This position requires account manager experience and a high level of service delivered to each customer 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

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 errorsOther 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 OR5+ 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.

Additional Information

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].