Client Relations Specialist

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.

• 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 Docu Sign, 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.