Customer Service, Contracts Administrator
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
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.
Essential Functions:
- 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
Education and Qualification Requirements:
- 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
Preferred Requirements:
- Ability to work in a fast-paced environment
- Ability to communicate and work with a diverse team
Work Environment and Physical Requirements:
- 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