Protective Life · 1 day ago
Customer Relations Specialist
Strongsville, OH
Full-time
Hybrid
Entry Level
$23/hr - $24/hr
2+ years expProtective is a company dedicated to helping customers against life's uncertainties. The Customer Relations Specialist will support the Client Relations department, focusing on new dealer agreements and submissions while ensuring client satisfaction through effective communication and problem resolution.
FinanceFinancial ServicesInsurance
Responsibilities
To be the product knowledge expert in ALL environments that pertain to the role and responsibilities
Assist in the response to incoming calls from agencies, providing problem resolution by acting as a liaison between the Account Executive, CRM, and the client
Pre-fill all organizational and Vendor agreements
Place launch and regular supply orders in a timely manner
Responsible for inputting agreements in DocuSign and ensuring they are executed
Create and complete dealer checklists for new setups and changes
Maintain 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 server
Make appropriate dealer updates and changes in the system and obtains proper documentation and disseminates to all departments
Work with agents and providers on retrieval and submission of required licensing paperwork
Handle 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 place
Work as a back-up to dispatch team
Make appropriate dealer updates and changes in the system and obtains proper documentation and disseminate to all departments
Take initiative to formally document relevant processes and updates on a regular basis
Responding 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 items
Provide assistance to all team members when needed
Assist 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 manner
Other Job Duties as assigned
Qualification
Required
High School diploma or equivalent
2+ years' experience in an automotive sales or administration related environment
Proven experience within high-touch communication work environments
Demonstrated leadership abilities within environments that have consistent and competing deadlines
Strong track-record of resolving client/customer issues
Ability to enhance customer satisfaction
High level of empathy and emotional intelligence
Proactive and solution oriented
Strong organizational and time management skills
Exceptional verbal and written interpersonal communication skills
Ability to review and verify binding agreements for accuracy
Proficient in Microsoft Office products such as DocuSign, Outlook, Word, Excel, and PowerPoint
Ability to learn and utilize proprietary software and navigate databases
Willingness to work beyond normal scheduled hours, as necessary
Excellent customer service skills
A strong sense of urgency and a desire to succeed
Strong analytical and problem-solving skills
Well-developed organizational skills and the ability to successfully manage multiple issues and demands
Extreme attention to detail and quality of service to the clients
Ability to keep up with high demands with a positive attitude
Ability to think independently and provide useful and constructive feedback
Preferred
Preferred experience with a CRM Tool or Sales Force
Experience in call center environment utilizing a phone system
Preferred experiencing working with licensing requirements
Self-motivator – Initiative-taker
Solution minded
Excellent communication skills, both verbal and written
Driven by integrity
Willingness to embrace change
Benefits
Comprehensive health, dental and vision insurance
Mental health benefits
Employee assistance program
Paid time off
Paid parental leave
Short-term disability
Cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards
Company
Protective Life
Protective is a holding company, whose subsidiaries provide financial services
1001-5000 employees
H1B Sponsorship
Protective Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (3)
2022 (1)
2020 (3)
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-06-04Acquired
2002-10-04IPO
Leadership Team
Richard Bielen
President and Chief Executive Officer
Paul Wells
Chief Financial Officer
Recent News
Business Wire
2026-01-05
Company data provided by crunchbase