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Automotive F&I Account Specialist

Pennsylvania Virtual

The Automotive Account Specialist will be responsible for planning, organizing, and conducting activities associated with achieving performance standards for our clients in the automotive sector. will be responsible for planning, organizing, and conducting activities associated with achieving performance standards for our clients in the automotive sector.
 
What will be my duties and responsibilities in this job? 

  • Perform all functions of an F&I Manager consistent with good business practices

  • Achieve performance standards set by the company, or as determined by leadership

  • Isolate and resolve discrepancies in client performance and process determined to be detrimental to the solicitation, sale and desired profit margins related to Assurant Dealer Services products

  • Organize, plan and conduct meetings with clients as required, promoting communication and fostering a positive business relationship

  • Facilitate training as required to ensure understanding of Assurant Dealer Services, products, policies and procedures with appropriate dealership personnel

  • Identify new opportunities for applicable Assurant Dealer Services products currently not offered by existing clients

  • Complete all reports for Home Office in a Timely Manner, including 2-day kickoff worksheets, Trip Reports and Post Assignment Evaluations

  • Complete and submit expenses during business travel (if applicable) and/or submit business expense receipts into the expense portal to the Home Office on a timely basis

  • Coordinate and Book all Airline Reservations, Hotel Reservations and Car Rental Reservations thru our Corporate Travel Department, in accordance with corporate guidelines, and complete in a consistent, timely manner

  • Complete any items as requested by Program Administrator, Director of Training and any other company employees

  • Manage expenses incurred within the then current Assurant Dealer Services expense guidelines

What are the requirements needed for this position? 

  • A minimum of 3 years retail automotive dealership experience, specifically F&I

  • Extensive knowledge of retail automobile dealership operation

  • Current state licensing required for assigned territory or the ability to obtain licensing 

What other skills/experience would be helpful to have? 

  • Bachelor's Degree

  • Proven retail sales experience in the automotive industry a plus

  • At least two years of experience in the field of sales, management, and customer relations required

  • Strong sales skills

  • Excellent presentation and communication skills

  • Problem-solving and customer service skills

  • Computer skills - Word, Excel, PowerPoint, and Access required

  • Must be a team player as well as able to work independently

  • Complete and graduate from our 1-week FSM Training Class

What are the working conditions and physical requirements of this job?  

  • Must be able to travel to dealerships in assigned …

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Job Profile

Regions

North America

Countries

United States

Restrictions

Connecticut Must reside in Pennsylvania New Jersey Southern New York

Benefits/Perks

Professional development Remote work Travel opportunities

Tasks
  • Achieve performance standards
  • Communication
  • Complete reports
  • Conduct client meetings
  • Facilitate training
  • Manage expenses
  • Manage travel arrangements
  • Resolve discrepancies
Skills

Access Automotive finance Communication Compensation Computer Customer Experience Customer relations Customer service Excel Insurance Insurance Products Leadership Management Partnering PowerPoint Presentation Problem-solving Retail Sales Sales Service Contracts Services Training Word

Experience

3 years

Education

Bachelor Bachelor's Bachelor's degree Business Insurance Management

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9