Implementation Support

Under direct supervision, the Business Solutions Implementation Support is responsible for assisting the National Broker Implementation Team with various implementation activities. This position is accountable for customer satisfaction and quality execution of stated tasks throughout the process., The Business Solutions Implementation Support focuses on specific tasks or facets of the company as assigned by their direct leader. The Business Solutions Implementation Support is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization.

The Business Solutions Implementation Support 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.

This position is ideal for someone who is detail-oriented, enjoys problem-solving, and thrives in a dynamic, fast-paced environment. It offers the opportunity to develop a deep understanding of business solutions and implementation processes, while also building strong relationships with clients and internal stakeholders.

Performance Outcomes

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, 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.

Sales/Support Engineering (SE), Brokerage, Business Solutions, Customer Satisfaction, Sales/Support Engineering (SE), Time Management, Communication Skills, Customer Relations, Detail Oriented, Problem Solving Skills, * 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