Customer Relations Specialist
Location
Indiana | United States
Job description
Customer Relations Specialist Location Hybrid remote in Lake Forest, CA : Description:
At this time, a Customer Relations Specialist (Client Relations Specialist) is needed to provide support for all functions within the Client Relations department with a primary focus on new dealer agreements and submissions, and support roles for the Client Relations Managers. Candidates work with the entire Portfolio staff to ensure the success of Portfolio's clients with professionalism and enthusiasm and being the “GO-TO PERSON” for all concerns, issues, and direction for everything pertaining to sales while maintaining the company's philosophies and principles.
*This position is Hybrid/Remote* Must report to the Lake Forest, CA office regularly.
Schedule: Monday - Friday: 10:00 am - 7:00 pm.
Compensation: Starting Pay from $23.00 - $24.00 per hour, depending on the relative experience, background, and education requirements that we are seeking. Exceptional Benefits!
Essential Functions:
- To be the Portfolio product knowledge expert in ALL environments that pertain to the role and responsibilities.
- Takes initiative to formally document relevant processes and updates on a regular basis.
- Responding in accordance with Key Performance Indicators (KPIs).
- Regularly communicates in a professional friendly manner and proactively and consistently follows up with a sense of urgency on open items.
- Provides assistance to all team members when needed.
- Assist in the response to incoming calls from agencies, providing problem resolution by acting as a liaison between the Account Executive, CRM, and the client.
- Primary Dispatcher, this entails assigning email to team members from the Dynamic Tool.
- Place launch and regular supply orders in a timely manner.
- Backup Pre-filling agreements when necessary.
- Backup inputting agreements in DocuSign and ensuring they are executed.
- Backup creating and complete dealer checklists for new setups and changes.
- Backup maintaining a process for tracking all agreements that are submitted, which includes, but is not limited to: outlining all missing documents and information; continued follow-up on missing information on a consistent schedule; maintaining consistent and accurate records and tracker on the server.
- Make appropriate dealer updates and changes in the system and obtains proper documentation and disseminate to all departments.
- Work with agents and providers on retrieval and submission of required licensing paperwork.
- Handle correspondence with the insurer, such as requesting monthly Contractual Liability Policy by requesting state-specific insurance and documents and requesting dealership cancellations for state-specific policies in place.
- Maintain desk area by making sure that everything is organized, neat, and clean and that all files and paperwork with personally identifiable information is properly filed in accordance with WISP.
- Consistently works towards providing a wow customer experience in support of the company mission.
- Takes ownership of changes and is personally responsible for managing change in an upbeat positive manner.
- Other Job Duties as assigned.
This is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.
Requirements:
Required Education and Experience:
- High School diploma or equivalent.
- 2+ years' experience in an automotive sales or administration-related environment or one year's experience as a Dispatcher with Portfolio.
- Strong computer skills, including proficiency with Microsoft Office, Docusign, CRM Software, and internal software systems.
- 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.
- Preferred experience in a call center environment utilizing a phone system.
- Preferred experience with a CRM Tool or Sales Force.
- Preferred experience working with licensing requirements.
- Ability to review and verify binding agreements for accuracy.
Preferred Skills:
- Self-motivator - Self-starter.
- Solution Minded.
- Excellent communication skills, both verbal and written.
- Driven by integrity.
- Willingness to embrace change.
Work Environment and Physical Requirements:
- Vision acuity is required to include close vision, color vision, distant vision, and the 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 walk, stand, reach with hands and arms; stoop kneel, crouch, and lift up to 25 pounds.
- Ability to frequently sit for long periods.
- Ability to hear and talk, both in person and by phone.
- Ability to spend extended hours in front of a computer screen.
Job tags
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