Operational Tasks 

• Setup of LegalShield Group Accounts in System I 

• Facilitate Member/Client Upgrades 

• Enter Data for LegalShield Group Accounts 

• Other duties as assigned by leadership 

Documentation and Support Tasks 

• Prepare meeting notes and document deliverables 

• Maintain, track, and organize the mailing of LegalShield promotional items (SWAG) 

• Process new member welcome communication files 

• Ensure successful processing of enrollment files 

Issue Resolution and Continuous Improvement 

• Issue Resolution: Identify and escalate any issues or risks that may impact project timelines or deliverables 

• Continuous Improvement: Contribute to the development of best practices and process improvements within the implementation team 

Education, Knowledge, and Experience 

• High school degree or equivalent required; Some college, Preferred  

• 0-1+ years prior experience working in customer service preferred

• Existing LegalShield or Client Service experience, Preferred 

• Basic knowledge of computer applications  

• Proficient in Word, Excel, and PowerPoint 

• Strong written and verbal communication 

• Excellent listening skills 

• 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 service and 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.