Enrollment Support Specialist I

Business Solutions Shared Services - Enrollment Support Specialist I

Under moderate supervision, the Business Solutions Shared Services - Enrollment Support Specialist I will be responsible for multiple shared services tasks such as group setup, and our operator line. The Business Solutions Shared Services - Enrollment Support Specialist I is a goal-oriented individual that strives to meet deadlines. This position works within the shared services team providing support to our electronic groups.

Scope of the Role

The Business Solutions Shared Services - Enrollment Support Specialist I is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization. The Business Solutions Shared Services - Enrollment Support Specialist I 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 Shared Services - Enrollment Support Specialist I may become eligible to transition to the next level of Business Solutions Shared Services - Enrollment Support Specialist II.

Performance Outcomes

Electronic Files

• Set up LegalShield Group Accounts
• 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

Build license files

Rebuild/adjust Associate commissions

Monitor and analyze group account reports, enrollment, payment history, and invoices.

Maintain timely communication and outstanding customer service

Other duties as assigned by leadership

Education, Knowledge, and Experience

• Knowledgeable in Word, Excel, and PowerPoint
• 0-1+ years prior experience working in customer service
• High School Degree Required
• 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 those 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.