Client Relations Specialist (Specialist II, CX Operations)

4 weeks ago
Full-time
Mid Level
Customer and Technical Support
Protective Life

Protective Life

Protective Life Insurance Company offers financial security through insurance and investment products, serving people and protecting families for over a century.

Insurance
1K-5K
Founded 1907

Description

  • Support Client Relations department functions, including new dealer agreements and submissions.
  • Respond to agency calls, resolve issues, and coordinate with Account Executives, Client Relations Managers, and clients.
  • Prepare Protective and vendor agreements and manage their execution through DocuSign.
  • Create dealer checklists, track submissions, follow up on missing information, and maintain accurate records.
  • Process dealer updates and changes, obtain supporting documentation, and distribute information to relevant departments.
  • Coordinate licensing paperwork with agents and providers.
  • Request state-specific insurance documents and dealership cancellations from insurers.
  • Place launch and recurring supply orders in a timely manner.
  • Document processes, meet KPIs, provide team support, and serve as backup to the Client Relations Dispatcher.

Requirements

  • Strong verbal and written communication skills.
  • Self-motivated, proactive, and solution-oriented approach.
  • Demonstrated integrity and willingness to embrace change.
  • Ability to develop and maintain Protective product knowledge.
  • Ability to work professionally, communicate proactively, and follow up with urgency.
  • Ability to sit for extended periods and spend extended hours at a computer.
  • Ability to walk, stand, reach, stoop, kneel, crouch, and lift up to 25 pounds.
  • Sufficient vision, hearing, speech, and hand/finger dexterity to use telephones, keyboards, calculators, and office equipment.

Benefits

  • Remote/work-from-home eligibility.
  • Comprehensive health, dental, and vision insurance.
  • Mental health benefits and employee assistance program.
  • Paid time off, paid parental leave, short-term disability, and cultural observance day.
  • Healthcare account contributions, pension plan, and 401(k) with company matching.
  • ProHealth Rewards wellness platform with opportunities to earn cash rewards.

Interested in this position?

Apply directly on the company website

Apply Now

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