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Associate II Sls Support (Sales Operations Onboarding)- Remote at protective
protectiveWork From Home·2d ago
Mid LevelFull-time
Salary Range
$62,000 - $75,000 /year
About the Role
The Onboarding team works closely with the Field team and our Agent and Dealer customers to provide best in class service and new account management. This role ensures successful onboarding and maintenance of new clients by collaborating across functional areas to meet customer expectations.
Key Responsibilities
- →Serve as the primary subject matter expert and coordinator for DOWC and DOWCRe formation processes
- →Monitor and maintain ceding analysis forms, understanding dealer loss ratios and ceding processes
- →Facilitate all new DOWC formation requests, following up with impacted departments
- →Handle incoming change requests for formed DOWC’s
- →Manage customer relationships from the point of sale through successful implementation
- →Promote a customer-first environment across the organization
- →Ensure new business requests are accurate and complete
- →Translate dealer and agent needs to interdepartment stakeholders
- →Evaluate customer feedback and requests, adapting training as needed
- →Provide process education to Agent and Dealer representatives
- →Support dealer launches to ensure successful sales
- →Manage exception requests while meeting SLA’s
- →Deliver timely training for new and existing dealers, sales team members, and Agents
- →Consult with sales on setups and changes for new large dealer groups
- →Serve as escalation point and backup for Support Level 1
Requirements
- ✓Minimum of 5 years Customer Service, Relationship Management or Asset Protection experience in Sales Support
- ✓Associate degree or equivalent job experience; Bachelor’s degree preferred
- ✓Demonstrated proficiency with technology including CRM systems and customer-facing web platforms
- ✓Flexibility to travel for occasional dealer launches
- ✓Adaptable and highly flexible to meet the needs of Agents and Dealer partners
- ✓Ability to work in a challenging and collaborative environment
- ✓Strong customer service and communication skills
- ✓Ability to operate autonomously, prioritize activities, and meet deadlines
- ✓Ability to develop innovative solutions and collaborate on problem-solving
- ✓Ability to build rapport and collaborate with others both internally and externally
- ✓Relationship-oriented individual with demonstrated ability to work across an organization
