Concierge Specialist

Why U.S. LawShield?

• 15 days PTO per calendar year, with additional time accruing with tenure
• 12 paid holidays
• Medical, dental, vision and additional supplemental coverage options
• Employee Assistance Program (EAP) with travel protection, counseling, and medical bill
• saver program
• 401k
• U.S. LawShield membership included with employment

Position Summary

The Concierge Specialist is responsible for onboarding and building a corporate relationship with our B2B

partners through exceptional service and individualized attention to detail. This role ensures that

partners are provided with all the materials and information needed to generate revenue for U.S.

LawShield. The Concierge Specialist is dedicated to ensuring a successful partnership between the partner

and U.S. LawShield.

Duties/Responsibilities

• Contact all new partners and assist with onboarding tasks such as welcome calls and email communications
• Maintain productive relationships with company partners to ensure company growth
• Identify and report issues with B2B partners
• Assist with event planning, scheduling and execution
• Identify daily tasks which are completed, overdue and rescheduled
• Generate data reports on daily and periodic basis for U.S. LawShield management or employees
• Understand U.S. LawShield products and services
• Keep detailed and organized records of partner activities in Salesforce
• Continuously look to integrate process improvements and report to leadership ways to improve
• efficiency and effectiveness
• Verify and track activities with updates to better understand the individual and unique needs
• that each partner requires
• Maintain partner accounts and contact sales team account owners or other corporate
• departments if issues arise
• Perform other related duties as assigned
• Required Skills/Abilities
• Minimum of 3 years of experience in customer service, marketing or sales environment
• Excellent computer skills and proficiency in MS Word and MS Excel
• Excellent communication skills
• Strong ability to work cross-functionally with other departments and teams including Sales,
• Marketing and Events
• Experience with Salesforce preferred
• Experience with Google products preferred
• Ability to track progress of multiple projects at one time and ensure tasks are completed by
• multiple departments
• Strong attention to detail
• Demonstrate ability to prioritize tasks with minimal supervision in a team environment
• Salesforce experience a plus

Education and Experience

• High School diploma required, Associate’s Degree or some college preferred
• Experienced in working in a fast-paced business environment preferred

Physical Requirements

• Prolonged periods of sitting or standing during shift
• Spend extended hours in front of computer screen

Supervisory Responsibilities

None