Experience

Legalinc Corporate Services Inc.

• United States
• Legal Services
• 1 - 100 Employee

• Customer Success Account Manager

  • Jul 2021 - Present



Legalzoom LifePlan

• Client Engagement Specialist

  • Oct 2018 - Jun 2021

  Austin, Texas Area responsible for the day to day account management for small to mid-sized clients that are routine/moderately complex client accounts. Efficient and able to anticipate client needs and serve as the ongoing connection point between them and the LifePlan legal and financial services and products. • Responsible for servicing clients and supporting sales by monitoring clients' member's usage and identifying and reporting trends and opportunities for improvement. Prepare client status… Show more responsible for the day to day account management for small to mid-sized clients that are routine/moderately complex client accounts. Efficient and able to anticipate client needs and serve as the ongoing connection point between them and the LifePlan legal and financial services and products. • Responsible for servicing clients and supporting sales by monitoring clients' member's usage and identifying and reporting trends and opportunities for improvement. Prepare client status reports for sales Oversee new carrier plan implementation and transition Responsible for coordinating open enrollment activities for assigned clients Drive and update the development/refinement of all open enrollment & pull-thru assets. Show less



LegalZoom

• United States
• Legal Services
• 700 & Above Employee

• Membership Advisor

  • Apr 2017 - Oct 2018

  Austin, Texas Area