Shared Services Enrollment and Onboarding Specialist I
Tasks
- Complete electronic enrollment processing
- Ensure smooth transition to account management team
- Handle client inquiries by phone email and mail
- Identify and correct file errors
- Load electronic files
- Maintain legalshield group accounts with electronic enrollment
- Manage employee benefit group account onboarding
- Provide status updates to stakeholders
- Pull and convert electronic files
- Review enrollment payment history and billing invoices
- Schedule and facilitate onboarding meetings
- Set up system and contractual onboarding
Perks/Benefits
- N/A
Skills/Tech-stack
10-key | Customer Service | Data Validation | Electronic enrollment | Email communication | File conversion | Microsoft Excel | Microsoft PowerPoint | Microsoft Word | Negotiation | Organizational skills | Phone etiquette | Scheduling | Time management | Typing | Verbal communication | Written communication
Education
N/A
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