Business Solutions Reconciliation/Payment Consultant Job at LegalShield
Job Summary:
This position will be responsible for all phases of the group set up, payment processing, maintenance and collection of group accounts. This position is accountable for customer satisfaction and quality execution of stated tasks throughout the process. May include other duties prescribed by management.
Responsibilities:
- Obtain and maintain skills needed to aid in reconciling a group payment.
- Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members.
- Handle inquiries received by phone, fax, email, or mail
- Responsible for applying all group payments to group members as noted on payroll sheets, statements, or compared payments.
- Answer incoming calls, make out going calls to investigate and correct errors for getting the payment applied.
- Other duties as assigned by management
Required Skills/Competencies
- Existing LegalShield /Business Solutions experience
- Good Attendance
- Passion for customer service
- Strong written and verbal communication/presentation skills
- Detailed-oriented and organized
- Problem-solving and analytical
- Ability to handle multiple deadlines
- Positive professional attitude and team player
- Proficient in Word, Excel, and Powerpoint
- Ability to effectively interact with users, peers, managers, and vendors
- Self -starter with high level of initiative
- Strong commitment to department and company goals
Education: High School degree equivalent or higher
Knowledge Requirements: Iseries, CMClient, OnDemand, Cherwell, Easy Capture, Microsoft office, Word, Excel, and InContact.
Work Environment & Physical Demands:
While performing the duties of the job, this position operates in a professional office environment. This role routinely uses standard office equipment such as computers and phones. 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. No travel is required for this position.
Department:
9340 Business Solutions Services
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:
humanresources@legalshieldcorp.com
.
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