Client Relations Specialist (Specialist II, CX Operations)
Core
Support Client Relations department functions, focusing on new dealer agreements, submissions, and acting as a liaison between Account Executives, CRM, and clients.
Role type
Specialist II Client Relations Specialist (CX Operations)
Builds
Dealer agreements, supply orders, and operational support for Protective's clients
Domain
Insurance / Automotive Dealer Operations
Deliverable
client delivery
Required skills
Product knowledge, agreement management, order placement, document execution (DocuSign), dealer system updates, licensing paperwork handling, insurer correspondence, process documentation, KPI tracking
Preferred skills
Self-motivation, solution-oriented mindset, integrity, adaptability to change
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