Client Relations Specialist

Protective Life

Client Relations Specialist supporting functions within the Client Relations department. Focusing on new dealer agreements and submissions while maintaining professionalism and enthusiasm.

Posted 6/24/2026full-timeLake Forest • California • 🇺🇸 United StatesJuniorMid-Level💰 $24 - $25 per hourWebsite

About the role

Key responsibilities & impact

Provide support for all functions within the Client Relations department with a primary focus on new dealer agreements and submissions.
Support roles for the Client Relations Managers.
Work with the entire Protective staff to ensure the success of Protective’s clients with professionalism and enthusiasm.
Act as the “GO TO PERSON” for all concerns, issues, and direction for everything pertaining to sales while maintaining the company’s philosophies and principles.
Schedule = Monday- Friday, 8:00am- 5:00pm PST.
This position offers a hybrid work schedule. Mondays, Thursdays, and Fridays may be worked from home, while Tuesdays and Wednesdays are onsite at Protective’s Lake Forest, CA office.

Requirements

What you’ll need

High School diploma or equivalent.
2+ years’ experience in an automotive sales or administration related environment.
Preferred experience with a CRM Tool or Sales Force.
Experience in call center environment utilizing a phone system.
Preferred experience working with licensing requirements.
Ability to review and verify binding agreements for accuracy.
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.
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.

Benefits

Comp & perks

We aim to protect the wellbeing of our employees and their families with a broad benefits offering.
Comprehensive health, dental and vision insurance.
Mental health benefits and an employee assistance program.
Paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day).
Contributions to healthcare accounts.
Pension plan.
401(k) plan with Company matching.
Engagement in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRM ToolSales Forcecall center experiencebinding agreements reviewMicrosoft OfficeDocuSignOutlookWordExcelPowerPoint

Soft Skills

customer servicesense of urgencyanalytical skillsproblem-solving skillsorganizational skillsattention to detailpositive attitudeindependent thinkingconstructive feedback