Contracts & Customer Service Specialist

Protective; Lake Forest (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Parental leave

401(k) with company match

Employee assistance program

Job summary

Protective is seeking a Customer Service, Contracts Administrator to load and balance all incoming contracts and payments in the administrative system. You will assist customers and dealers with contract inquiries and cancellations, under supervision, following established guidelines.

The role includes processing ACH remittances, updating contract notes, and supporting the Dealer Portal navigation. A strong attention to detail and basic math skills are required for a fast-paced environment.

Qualifications

• High school diploma or equivalent.
• Proficient in Microsoft Office programs.
• Excellent written and verbal communication skills.
• Detail oriented, accurate and highly organized.

Responsibilities

• Process missing information and pending contracts by reviewing eligibility and guidelines.
• Make contract corrections in the system per dealer requests.
• Update notes in the system for emails and contract-related calls.
• Process ACH remittances and balance contract payments.
• Answer contract and cancellation questions from customers.
• Provide cancellation quotes and process cancellations.
• Assist dealers with navigating the Dealer Portal.
• Collaborate with rates teams when products are not consistent on contracts.
• Manage incoming checks daily and coordinate with Accounting.
• Contact dealers/agents for rejections and issues.
• Support yearly audits and other duties as assigned.

Skills

Typing speed

MS Office

Administrative support

Detail oriented

Communication

Education

High school diploma

Tools

Microsoft Office

Job description

Protective is seeking a Customer Service, Contracts Administrator to load and balance all incoming contracts and payments in the administrative system. You will assist customers and dealers with contract inquiries and cancellations, under supervision, following established guidelines.

The role includes processing ACH remittances, updating contract notes, and supporting the Dealer Portal navigation. A strong attention to detail and basic math skills are required for a fast-paced environment.