обновлено 4 дня назад
Client Relations Specialist (Specialist II, CX Operations)
20 - 23$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Relations Specialist (Specialist II, CX Operations) (Client Relations/Customer Support): Supporting dealer agreements, submissions, client inquiries, and sales operations with an accent on documentation, licensing paperwork, and process tracking. Focus on coordinating agencies, account executives, client relations managers, insurers, and internal departments while resolving issues and following up on open items.
Location: Work from home; remote
Salary: $20.00–$23.44 per hour, plus potential annual incentive opportunities.
Company
provides insurance and protection products designed to help customers manage life's uncertainties.
What you will do
- Support client relations functions with a primary focus on new dealer agreements, submissions, and support for Client Relations Managers.
- Respond to agency calls, resolve issues, and coordinate between Account Executives, Client Relations Managers, clients, and internal teams.
- Prepare and vendor agreements, enter them into DocuSign, track execution, and maintain accurate submission records.
- Create dealer checklists, process system updates, obtain documentation, and distribute information to relevant departments.
- Coordinate licensing paperwork, state-specific insurance documentation, policy requests, and dealership cancellations.
- Document processes, follow up on open items, meet KPIs, and provide backup support to the Client Relations Dispatcher.
Requirements
- Ability to work for extended periods at a computer and communicate by phone.
- Ability to sit frequently, stand, walk, reach, kneel, crouch, and lift up to 25 pounds.
- Visual acuity, hearing, speaking, hand coordination, and finger dexterity required for office and computer work.
- Excellent verbal and written communication skills.
- Ability to take initiative, solve problems, act with integrity, and adapt to change.
Culture & Benefits
- Remote work-from-home arrangement.
- Health, dental, and vision insurance.
- Mental health benefits and an employee assistance program.
- Paid time off, paid parental leave, short-term disability, and a cultural observance day.
- Pension plan, healthcare account contributions, and a 401(k) plan with company matching.
- Wellbeing rewards through the ProHealth Rewards platform.
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