·Responsible for the day-to-day account management forSmall business, mid-market, and partner-level clients with anoverall total of $900,000.· Developing and managing client relationships fromonboarding on and increasing year or year growth· Retention of registered agents and automated reportsubscriptions- the current rate is 88% overall·Escalations·entity management- assistance with any Secretary of Statefilings including formations, dissolutions, and conversions.Mergers and more.·End of year reporting- QBRs, and presenting potential growthopportunities·Training new clients on using the dashboard·Invoicing and collections as needed

Responsible for the day to day account management for mid- size to enterprise clientsMaintain 98% Renewal and Retention Rate with book of businessEvaluate opportunities to drive participation and increase revenueWorking in conjunction with Partner Managers throughout the sales and client engagement process. Including:contractingon-boarding open enrollment ongoing client servicingrenewalsResponsible for servicing clients and supporting sales by monitoring clients and members usage and identifying and reporting trends and opportunities for improvement.Schedule and prepare pre-activation, post-activation and/or quarterly check-ins and renewal meetings agreed upon by the client.Prepare client status reports for sales including but not limited, contract status, renewals, client activities and preferences.Oversee new carrier plan implementation and transition by:ensuring complete execution of implementation checklistpreparation of implementations schedulecoordinating the preparation and delivery of client communication materials.responsible for coordinating open enrollment activities for assigned clients including but not limited to; meeting clientpublication deadlinesscheduling and providing in person support providing docs, digital, video or print assets as requiredadditional FAQ or other as requested

Educating members on the multitude of benefits, accessible within their Legalzoom Lifepplan, so that they may navigate their way through life's biggest changes. Onboarding new clients Quarterly check ins Year over year growth tracking and opportunities Retention of existing clients

educating customers on existing subscriptions, and benefits, so that they are able to best choose the service that will further enrich their business or personal services.