PPLSI · 1 day ago
Implementation Account Manager
Ada, OK
Full-time
Onsite
Entry Level
1+ years expPPLSI is a company focused on providing legal plan and identity theft protection benefit programs. They are seeking an Implementation Account Manager responsible for managing the onboarding process for large customers, ensuring customer satisfaction and quality execution throughout the implementation process.
Service Industry
Responsibilities
Develop implementation schedules and timelines
Prepare meeting presentations and document deliverables
Provide frequent status and progress reports through detailed project planning tools
Partner with customer to develop and implement employee communication strategy
Ensure appropriate and accurate system and contractual set-up
Participate in sales presentations when necessary
Review enrollment, payment history, and billing invoices to provide support to LegalShield groups, Associates, and group members
Review various reports to ensure group accounts are up to date
Handle inquiries received by phone, fax, email, or mail
Should be able to handle sensitive group accounts and be able to prioritize
Provide support to internal departments regarding group inquiries
Maintain existing client cases
Assist with client projects post implementation
Understand customer demands and expectations and meet these in a timely manner, always addressing any challenges or concerns the customer or associate may have regarding group business
Lead internal and external meetings
Answer incoming calls, make outgoing calls to investigate and correct errors
Work on special projects as assigned
Other duties as assigned by leadership
Qualification
Required
High school diploma or GED or equivalent
Good typing and 10-key skills
Excellent written and verbal communication
Excellent listening, negotiation, and presentation abilities
Adaptable and organized with ability to build rapport with customers
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
Preferred
1-3 years prior experience working in customer service
Experienced in Word, Excel, and PowerPoint
Company
PPLSI
We create services that protect and empower people.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Anne Gardner
Chief Executive Officer
Anthony Agurs
President&CEO
Recent News
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2025-04-17
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