Customer Service, Contracts Administrator

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

We are seeking a Customer Service, Contracts Administrator (Contracts Administrator) that will be responsible for loading and balancing all incoming contracts and payments into the administrative system in a timely manner. Assists customer and dealer cancellations and contract inquiries. Works under immediate supervision, relying on instructions and pre-established guidelines to perform job functions.

Schedule = Monday- Friday 8:00am-4:30pm PST

Prior Customer Service experience is preferred.

• Process all missing information and pending contracts by reviewing contract eligibility and standard guidelines
• Make contract corrections in the system per dealer requests
• Update notes in the system for all emails received and contract-related phone calls
• Process ACH remittances
• Answer customer questions regarding contracts and cancellations
• Provide cancellation quotes and process cancellations
• Assist dealers with navigating the Dealer Portal
• Collaborate with rates teams when products are not consistent on incoming contracts
• Manage incoming checks daily before giving them to the accounting department
• Contact dealers/agents for contract rejections and issues
• Manages closing each week and sends out targets to the proper people
• Backup the manager when they are out
• Load and balance all contract payments into the system
• Add new users to Dealer Portal per dealer requests
• Net approved claims on batches
• Process contract transfers and cancel/rebooks
• Contact dealers/agents for contract rejections and issues
• Reply to production department emails for assistance with invoices, refunds, and general questions
• Assist with yearly audits
• Other duties as assigned

• High school diploma or equivalent
• Minimum 2 years of basic administrative experience
• Ability to type 10,000 keystrokes alphanumeric with a minimum 90% accuracy
• Proficient in Microsoft Office programs such as Outlook, Excel, and Word
• Detail oriented, accurate and highly organized
• Excellent written and verbal communication skills
• Reliable and punctual
• Ability to plan, organize, prioritize, and complete assignments in a timely manner
• Ability to work both collaboratively and independently
• Ability to manage environmental and process change in a positive manner
• Ability to perform basic math functions, such as addition, subtraction, multiplication, and division

• Ability to work in a fast-paced environment
• Ability to communicate and work with a diverse team

• Vision acuity is required to include close vision, color vision, distant vision, and the ability to adjust focus
• Ability to grasp objects such as telephone or computer mouse, finger dexterity to use a keyboard, calculator, and standard office equipment
• Ability to walk, stand, reach with hands and arms; stoop kneel, crouch, and lift up to 25 pounds
• Ability to frequently sit for long periods of time
• Ability to hear and talk, both in person and by phone
• Ability to spend extended hours in front of a computer screen

Employee Benefits:

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability

If you require an accommodation to complete the application and recruitment process due to a disability, please [e-mail]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.