Elite Account Manager III - Client Solutions Lead

LegalShield; Kentucky; On-site; USD 65,000 - 90,000; Full time

Job summary

LegalShield is seeking a Business Solutions Elite Account Manager III who will manage a specific group portfolio and deliver high levels of service. The role emphasizes ownership, collaboration with internal and external contacts, and timely execution of tasks with evolving procedures.

The position requires account management experience, strong communication, and the ability to handle multiple deadlines while maintaining confidentiality.

Qualifications

• High School degree equivalent or higher.
• 5+ years of account management experience.
• Call center experience preferred.
• Knowledge of bookkeeping, accounting, and billing.
• Proficient in Word, Excel, and PowerPoint.

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, 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

Skills

Customer service

Account management

Time management

Communication

Multitasking

Education

High School diploma or higher

5+ years account management experience

Tools

Word

Excel

PowerPoint

Job description

LegalShield is seeking a Business Solutions Elite Account Manager III who will manage a specific group portfolio and deliver high levels of service. The role emphasizes ownership, collaboration with internal and external contacts, and timely execution of tasks with evolving procedures.

The position requires account management experience, strong communication, and the ability to handle multiple deadlines while maintaining confidentiality.