Customer Relations Specialist

Essential Functions:

• To be the product knowledge expert in ALL environments that pertain to the role and responsibilities
• 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
• Pre-fill all organizational and Vendor agreements
• Place launch and regular supply orders in a timely manner
• Responsible for inputting agreements in DocuSign and ensuring they are executed
• Create and complete dealer checklists for new setups and changes
• Maintain a process for tracking all agreements that are submitted, which includes, but is not limited to: outlining all missing document and information; continued follow up on missing information on a consistent schedule; maintain consistent and accurate records and tracker on the server
• Make appropriate dealer updates and changes in the system and obtains proper documentation and disseminates to all departments
• Work with agents and providers on retrieval and submission of required licensing paperwork
• Handle correspondence with 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
• Work as a back-up to dispatch team
• Make appropriate dealer updates and changes in the system and obtains proper documentation and disseminate to all departments
• Take 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
• Provide assistance to all team members when needed
• Assist in the response to incoming calls from agencies, providing problem resolution 
• Take ownership of changes and is personally responsible for managing change in an upbeat positive manner
• Other Job Duties as assigned

Education and Qualification Requirements:

• 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 experiencing 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

Preferred Requirements:

• Self-motivator – Initiative-taker
• Solution minded
• Excellent communication skills, both verbal and written
• Driven by integrity
• Willingness to embrace change