Jr. Account Manager

Protective · Rancho Cordova, CA

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.

The Jr. Account Manager is responsible for providing support and training to dealership personnel on administrative handling of Finance Concepts F&I products. Provides account servicing and other related support services on behalf of the Company by traveling to clientele locations and working from the Finance Concepts offices in Rancho Cordova, CA. Performs duties under general supervision only after introductory training period. 
 
Ideal Candidates should have:
  • Experience working within established processes and guidelines
  • Preference for hands-on, field or office-based work (vs. remote environments)
Preferences:
  • Automotive background or related industry experience
  • Experience in professional roles that have required time in the field

Primary Duties and Responsibilities:

  • Receives and takes immediate action to service dealership client needs and performs follow-up procedures.
  • Resolves challenges on behalf of clients as received. Compares and considers all options to address client concerns.
  • Schedules and coordinates monthly meetings for production review in connection with necessary team member(s) and applicable dealership clients.
  • Schedules and performs weekly visits to assigned dealerships.
  • Validates that clients have necessary products and supplies for successful day-to-day operations.
  • Collect, analyze, and report competitive information to necessary team member(s) by reviewing monthly product remittance reports.
  • Manage assigned client contract remittance trends. Provide support to client by monitoring timely contract remittance to prevent negative impact for client.
  • Provide product claim support to client when necessary.
  • Provide training to client's employees (business office, F&I, sales departments) on new product installations, and/or use of Company systems and procedures for contract / claim handling.
  • Understand, support and enforce Company policies and procedures to provide appropriate and effective service to all clients and foster the development of long-term business relationships.
  • Additional duties and responsibilities as required.

Required Experience:

  • 2+ years of work experience in a customer facing role and / or administrative support role.
  • Strong computer skills including proficiency with Microsoft Office, CRM Software and internal software systems.
  • Well-developed organizational skills and the ability to successfully manage multiple issues and demands.
  • Problem resolution experience.
  • High School diploma or equivalent.

Preferred Requirements:

  • Automotive Industry experience a plus.
  • Excellent in building relationships and partnerships.
  • A strong sense of urgency and a desire to succeed.

Work Environment and Physical Requirements:

  • Expected to travel 50% of time, with other 50% in the Finance Concepts office.
  • Expected to work from the Protective/ Finance Concepts office in Rancho Cordova when not visiting dealerships.
  • Must have mobility to drive and move about client worksites
  • Reliable and punctual
  • Plan, organize, prioritize, and complete projects and assignments in a timely manner.
  • Detail oriented, accurate and highly organized.
  • Active listener with ability to adapt/respond to diverse types of personalities.
  • Superior communication skills, both written and verbal
  • Demonstrate that you can solve customer problems using effective techniques.
  • Vision acuity required to include close vision, color vision, distant vision, and the ability to adjust focus.
  • Ability to grasp objects such a 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 extended periods of time.
  • Ability to hear and talk, both in person and by phone.
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