Customer Relations Specialist

Description

At Portfolio, we pride ourselves on our responsive, innovative, efficient, and sincere service standards (R.I.S.E).

** LOCAL APPLICANTS WILL BE CONSIDERED FOR INTERVIEW**

We are seeking dedicated professionals who are passionate about delivering exceptional client service and making a difference in the customer service process. A candidate with experience in high-touch industries such as retail, healthcare, or hospitality who has demonstrated leadership as a team lead, supervisor, or trainer, and has a proven track record of resolving client issues and improving customer satisfaction would be an excellent candidate for an interview.

In addition to offering a hybrid work schedule, Portfolio offers a comprehensive benefits package:

• Paid Company Holidays
• Paid Time Off, including Flex Time (40 Hours of additional Paid Time Off) and Volunteer Time.
• Health/Dental, Visions Insurance
• Life Insurance & Short-Term Disability
• Tuition Reimbursement
• Referral Bonus
• 401(k)
• Monthly Associate Breakfasts
• Reputation Management Program – Monetary Prizes for Positive Online Reviews
• Growth Opportunities
• Additional associate perks

If you're ready to be part of a dynamic team that values integrity and excellence, apply today and help us redefine the customer service experience! Join Our Team at Portfolio!

Compensation:

• Starting range of pay: $23.00 - $24.00 per hour, based on experience and background. Comprehensive Benefits Package!

Work schedule:

• Schedule: Monday - Friday, 11:00 am - 8:00 pm EST. Some flexibility in schedule. 
• Training Schedule: Monday - Friday, 9:00 am - 6:00 pm EST
• Hybrid Schedule (after initial 90-day in-office training period at our Strongsville, OH office): Tuesdays and Wednesdays in the Strongsville, OH office. Monday, Thursday, and Friday work from home.

Job Summary & Objective:

The Customer Relations Specialist (Client Relations Specialist) will provide support for all functions within the Client Relations department, with a primary focus on new dealer agreements and submissions, and support roles for the Client Relations Managers. Candidates work with the entire Portfolio staff to ensure the success of Portfolio’s clients with professionalism and enthusiasm, and are the “GO TO PERSON” for all concerns, issues, and direction for everything pertaining to sales while maintaining the company’s philosophies and principles.

This position offers a hybrid work opportunity, following an initial 90-day in-office training period.

Candidates with the ideal transferable skills as listed below will be considered for interview:

• Proven experience in high-touch communication work environments
• Demonstrated leadership abilities within environments that have consistent and competing deadlines
• Strong track record of resolving client issues and improving customer satisfaction
• High level of empathy and emotional intelligence
• Proactive and solution-oriented
• Strong organizational and time management skills
• Exceptional verbal and written interpersonal skills

Essential Functions:

• To be the Portfolio 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 Portfolio 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 documents and information; continued follow-up on missing information on a consistent schedule; maintaining consistent and accurate records and a tracker on the server.
• Make appropriate dealer updates and changes in the system and obtain proper documentation, and disseminate to all departments.
• Work with agents and providers on the retrieval and submission of required licensing paperwork.
• Handle correspondence with insurer, such as requesting monthly Contractual Liability Policy by req