Customer Relations Manager

Protective Life

. provide support for all functions within the Client Relations department .

Posted 5/3/2026full-timeLake Forest • California • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

provide support for all functions within the Client Relations department
primary focus on product inquiries, completion and follow up of program rate chart requests, fee changes/updates, general product questions, and agent and dealer portal support
work with the entire Protective staff to ensure the success of Protective's clients
be the “GO TO PERSON” for all concerns, issues, and direction for everything pertaining to sales
maintain the company’s philosophies and principles
assist in developing, updating, storing, and distributing required documentation
troubleshoot and problem resolution in client facing situations

Requirements

What you’ll need

High School diploma or equivalent; bachelor’s degree in business or marketing preferred.
2+ years’ experience in an automotive sales or administration related environment or two years’ experience as a CRS with Protective.
Preferred experience with a CRM Tool or Sales Force.
Experience in call center environment utilizing a phone system.
Critical thinking with an emphasis on reconciliation of accounts.
Preferred experience working with licensing requirements.
Ability to review and verify binding agreements for accuracy.
Experience with maintaining sensitive and confidential information.
Proficient in Microsoft Office products such as DocuSign, 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.

Benefits

Comp & perks

comprehensive health insurance
dental insurance
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRM ToolSales ForceMicrosoft OfficeDocuSignOutlookWordExcelPowerPointproblem resolutionreconciliation of accounts

Soft Skills

customer servicecritical thinkinganalytical skillsproblem-solvingorganizational skillssense of urgencyability to manage multiple issuescommunicationteam collaborationadaptability