Company
SharedServicesClericalII
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Shared Services Clerical II. Skills: Group Setup, Plan Management, Client Calls, Administrative Tasks. Support Business Solutions group accounts. Support Business Solutions associates”
What You'll Achieve.
drive the success of the organization; Monitor and analyze group account reports, enrollment, payment history, and invoices; Report of production numbers
Industry & Context.
Critical thinking and problem-solving skills
Availability for timely communication and customer service, 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., Requires the ability to work under pressure and quickly adapt to change, Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets., Employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms., 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.
What They're Looking For.
Must Have
High School Degree Required, Availability for timely communication and customer service, written and verbal communication, 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., Requires the ability to work under pressure and quickly adapt to change
Nice to Have
Exceeded performance expectation as Shared Services Clerical OR 2+ years’ experience in a similar role preferred
What You'll Do.
Support Business Solutions group accounts
Support Business Solutions associates
Provide support through new group setup
Provide support through plan management
Route incoming client calls
Perform administrative tasks
Complete tactile tasks
Complete assigned work duties
Setup LegalShield Group Accounts
Facilitate Group Upgrades
Maintain NDA and Vendor Forms
Enter Data for LegalShield Group Accounts
Monitor group account reports
Analyze group account reports
Answer incoming calls
Answer incoming emails
Provide support to internal departments
Assist with escalated callsails
Support and coach Shared Services Clerical
Report of production numbers
Attend weekly mentor meeting
How You'll Work.
Team & Collaboration
collaborate with internal and external contacts; work as a part of a team
Communication Scope
communicate effectively; written and verbal communication; Excellent listening, negotiation, and presentation abilities
Full Job Description
# **Job Summary:** Under moderate supervision, the Business Solutions Shared Services Clerical II is responsible for the ongoing support, service, and maintenance of Business Solutions group accounts and Business Solutions associates. The focus of this position is to provide support through new group setup and plan management, routing incoming client calls and other administrative tasks that support the overall success of our employee benefits division. # **Responsibilities:** _Scope of the Role_ The Business Solutions Shared Services Clerical II focuses on specific tasks or facets of the company as assigned by their direct leader. The Business Solutions Shared Services Clerical II is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization. The Business Solutions Shared Services Clerical II 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 Clerical II may become eligible to transition to the next level of Business Solutions Shared Services Clerical III. _Performance Outcomes_ **Group Management** * Setup of LegalShield Group Accounts * Facilitate Group Upgrades * Issue Schedule A, Tax Forms, to Groups * Maintain NDA and Vendor Forms * Enter Data for LegalShield Group Accounts * Monitor and analyze group account reports, enrollment, payment history, and invoices **Customer Support** * Answer incoming calls, make outgoing calls * Answer incoming emails, make outgoing emails * Provide support to internal departments regarding group inquiries **Mentoring** * Train new hires in how to utilize tools effectively * Assist with escalated calls/emails * Support and coach Shared Services Clerical I * Report of production numbers * Attend weekly mento
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