Enrollment and Onboarding Specialist I

LegalShield; Ada (OK); On-site; USD 36,000 - 48,000; Full time

Job summary

LegalShield is seeking an Enrollment and Onboarding Specialist I to manage the initial relationship and onboarding of new employee benefit group accounts using electronic enrollment.

The role emphasizes reliability, deadline orientation, and collaboration with shared services and account management teams to ensure a smooth onboarding experience for electronic groups.

Qualifications

• 0-1+ years prior experience working in customer service
• Good typing and 10-key skills required
• Excellent listening, negotiation, and presentation abilities
• Strong written and verbal communication

Responsibilities

• Complete tactile tasks and assigned work duties that help drive organizational success.
• Demonstrate strong teamwork and collaboration with internal and external stakeholders, ensuring timely project completion and meeting deadlines.
• Maintain timely communication and outstanding customer service.
• Handle inquiries received by phone, fax, electronically, or mail and prioritize sensitive group accounts.
• Develop onboarding schedules and timelines and facilitate meetings with client and other stakeholders.

Skills

Word

Excel

PowerPoint

Job description

Job Summary: Under moderate supervision, the Business Solutions Shared Services Enrollment and Onboarding Specialist I manages the initial relationship and onboarding of new employee benefit group accounts utilizing electronic enrollment process. The Business Solutions Shared Services Enrollment and Onboarding Specialist I is a goal-oriented individual that strives to meet deadlines. This position works with the shared services and account management teams to provide support to our electronic groups.

Responsibilities: The Business Solutions Shared Services Enrollment and Onboarding Specialist I is responsible for completing tactile tasks and assigned work duties that help drive the success of the organization. The Business Solutions Shared Services Enrollment and Onboarding Specialist I will demonstrate strong teamwork and collaboration with both internal and external stakeholders, ensuring timely project completion and meeting deadlines. This role requires reliability, accountability, and a high level of organizational and time management skills. Additionally, the position demands a customer-focused approach and effective problem-solving abilities to support a seamless onboarding experience. As breadth of knowledge increases with experience, the Business Solutions Shared Services Enrollment and Onboarding Specialist I may become eligible to transition to the next level of Business Solutions Shared Services Enrollment and Onboarding Specialist II

Performance Outcomes

• Electronic Files Pull and convert electronic files
• Load electronic files
• Clear file confirmation
• Correct file errors
• Identify and correct specific file problems
• Answer Incoming calls and emails
• Initiate outgoing calls and emails
• Schedule and Manage Conference calls
• Maintain timely communication and outstanding customer service
• Other duties as assigned by leadership

Client Onboarding – Electronic Enrollment

• Ensure appropriate and accurate system and contractual set-up
• Review and maintain LegalShield Group Accounts with Electronic Enrollment
• Develop onboarding schedules and timelines
• Schedule and facilitate meetings with client and other stakeholders
• Provide frequent status and progress reports electronically and verbally
• 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 the client stays on track
• 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

• Knowledgeable in Word, Excel, and PowerPoint
• 0-1+ years prior experience working in customer service
• Good typing and 10-key skills required
• Excellent listening, negotiation, and presentation abilities
• Strong written and verbal communication
• Good phone and presentation skills
• Effectively interact with users, peers, managers, and vendors
• Requires an ability to prioritize multiple deadlines, provide a detailed-oriented, analytical, and organized approach to daily duties and relationship building with a high degree of confidentiality.
• Self-motivated and able to thrive in a results-driven environment
• 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]. 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.