Job Title

The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against lifes uncertainties. Regardless of where you work within the company, youll be helping provide protection and peace of mind when our customers need it most. The Customer Relations Specialist (Client Relations Specialist) will provide support for all functions within the Client Relations department with a primary focus on new dealer agreements and submissions, and support roles for the Client Relations Managers. Candidates work with the entire organizational staff to ensure the success of Portfolios clients with professionalism and enthusiasm and being the "GO TO PERSON" for all concerns, issues, and direction for everything pertaining to sales while maintaining the companys philosophies and principles.This position offers a hybrid work opportunity at Protectives Strongsville, OH officeCandidates with the ideal transferrable skills as listed below will be considered for interview:Proven experience within high-touch communication work environmentsDemonstrated leadership abilities within environments that have consistent and competing deadlinesStrong track-record of resolving client/customer issuesAbility to enhance customer satisfactionHigh level of empathy and emotional intelligence Proactive and solution orientedStrong organizational and time management skillsExceptional verbal and written interpersonal communication skills Schedule: Monday- Friday, 9:00am- 6:00pm ESTHybrid Work Environment: Tuesday and Wednesday onsite at the Strongsville, OH office locationMonday, Thursday, Friday can be worked from home Essential Functions:To be the product knowledge expert in ALL environments that pertain to the role and responsibilitiesAssist in the response to incoming calls from agencies, providing problem resolution by acting as a liaison between the Account Executive, CRM, and the clientPre-fill all organizational and Vendor agreementsPlace launch and regular supply orders in a timely mannerResponsible for inputting agreements in DocuSign and ensuring they are executedCreate and complete dealer checklists for new setups and changesMaintain a process for tracking all agreements that are submitted, which includes, but is not limited to: outlining all missing document and information; continued follow up on missing information on a consistent schedule; maintain consistent and accurate records and tracker on the serverMake appropriate dealer updates and changes in the system and obtains proper documentation and disseminates to all departmentsWork with agents and providers on retrieval and submission of required licensing paperworkHandle correspondence with insurer, such as requesting monthly Contractual Liability Policy by requesting state-specific insurance and documents and requesting dealership cancellations for state-specific policies in placeWork as a back-up to dispatch teamMake appropriate dealer updates and changes in the system and obtains proper documentation and disseminate to all departmentsTake initiative to formally document relevant processes and updates on a regular basisResponding in accordance with Key Performance Indicators (KPIs)Regularly communicates in a professional friendly manner and proactively and consistently follows up with a sense of urgency on open itemsProvide assistance to all team members when neededAssist in the response to incoming calls from agencies, providing problem resolution Take ownership of changes and is personally responsible for managing change in an upbeat positive mannerOther Job Duties as assignedEducation and Qualification Requirements:High School diploma or equivalent2+ years experience in an automotive sales or administration related environmentPreferred experience with a CRM Tool or Sales ForceExperience in call center environment utilizing a phone systemPreferred experiencing working with licensing requirementsAbility to review and verify binding agreements for accuracyProficient in Microsoft Office products such as DocuSign, Outlook, Word, Excel, and PowerPointAbility to learn and utilize proprietary software and navigate databasesWillingness to work beyond normal scheduled hours, as necessaryExcellent customer service skillsA strong sense of urgency and a desire to succeedStrong analytical and problem-solving skillsWell-developed organizational skills and the ability to successfully manage multiple issues and demandsExtreme attention to detail and quality of service to the clientsAbility to keep up with high demands with a positive attitude.Ability to think independently and provide useful and constructive feedbackPreferred Requirements: Self-motivator - Initiative-takerSolution mindedExcellent communication skills, both verbal and writtenDriven by integrityWillingness to embrace changeProtectives targeted compensation for this position is $23.00 - $24.00 hourly, non-exempt. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protectives total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance. #ind123Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protectives platform to improve wellbeing while earning cash rewards. Eligibility for certain benefits may vary by position in accordance with the terms of the Companys benefit plans.Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.