Client Relations Specialist, CX Operations

🕒 September 9

🇺🇸 United States – Remote

💵 $20 - $23 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 11%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Protective Life

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1908

💸 Finance

🛡️ Insurance

Finance • Insurance

Protective Life is a financial services company specializing in providing affordable life insurance and annuities. The company offers a variety of insurance products such as term life, whole life, and universal life policies, as well as fixed, immediate, indexed, and variable annuities. Protective Life assists individuals in planning for their future, including retirement, estate planning, and financial protection for families. The company emphasizes its commitment to sustainability, community involvement, and helping customers achieve protection and security throughout various life stages. Protective Life is known for its strong financial foundation and is licensed to operate in all states except New York.

📋 Description

• Support all functions within the Client Relations department, focusing on new dealer agreements and submissions • Support Client Relations Managers • Serve as the go-to person for sales-related concerns, issues, and direction • Respond to incoming agency calls and provide problem resolution as a liaison between the Account Executive, CRM, and client • Pre-fill Protective and vendor agreements • Place launch and regular supply orders • Input agreements in DocuSign and ensure execution • Create and complete dealer checklists for new setups and changes • Track submitted agreements, missing documents, and follow-ups; maintain accurate records and trackers • Make dealer updates and changes in the system and disseminate documentation to departments • Work with agents and providers to retrieve and submit licensing paperwork • Request state-specific insurance documents and dealership cancellations for insurer correspondence • Serve as backup to the Client Relations Dispatcher • Document relevant processes and updates • Respond according to KPIs • Communicate professionally and follow up proactively on open items • Assist team members and manage changes positively • Perform other duties as assigned

🎯 Requirements

• Ability to frequently sit for long periods of time • Ability to walk, stand, reach with hands and arms; stoop, kneel, crouch, and lift up to 25 pounds • Vision acuity including close vision, color vision, distant vision, and ability to adjust focus • Ability to grasp objects such as a telephone or computer mouse • Finger dexterity to use a keyboard, calculator, and standard office equipment • Ability to hear and talk, both in person and by phone • Ability to spend extended hours in front of a computer screen • Self-motivator and initiative-taker • Solution minded • Excellent verbal and written communication skills • Driven by integrity • Willingness to embrace change

🏖️ Benefits

• Comprehensive health, dental and vision insurance • Mental health benefits • Employee assistance program • Paid time off • Paid parental leave • Short-term disability • Cultural observance day • Contributions to healthcare accounts • Pension plan • 401(k) plan with Company matching • ProHealth Rewards wellbeing platform with cash rewards • Annual incentive based on individual and Company performance • Remote/work-from-home arrangements