Client Relations Specialist (Hiring Immediately)
Jobtailor
Job Description
Responsibilities
Provide support for all functions within the Client Relations department with a primary focus on new dealer agreements and submissions.
Support roles for the Client Relations Managers.
Work with the entire Protective staff to ensure the success of Protective’s clients with professionalism and enthusiasm.
Act as the “GO TO PERSON” for all concerns, issues, and direction for everything pertaining to sales while maintaining the company’s philosophies and principles.
Schedule: Monday‑Friday, 8:00 am–5:00 pm PST.
This position offers a hybrid work schedule. Mondays, Thursdays, and Fridays may be worked from home, while Tuesdays and Wednesdays are onsite at Protective’s Lake Forest, CA office.
Requirements
High School diploma or equivalent.
2+ years’ experience in an automotive sales or administration related environment.
Preferred experience with a CRM Tool or Sales Force.
Experience in call center environment utilizing a phone system.
Preferred experience working with licensing requirements.
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.
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