Back to jobsMaintain, retain & grow profitable relationships with new and existing Mega-Dealer F&I customers – Whether as the assigned ‘Lead Account Manager’ AND/OR in support of Area/Regional team members
Use experience & critical thinking to develop plans for underperforming accounts with the providing technical advice, implementation & follow through that enables field staff & customers to solve problems and/or improve business outcomes
Analyze/monitor trends & anticipate needs to develop and recommend alternatives for improvements to processes, customer service or product offerings AND assist/support implementation
Coordinate & facilitate training to customer on products and services as well inspection, validation & quantification of agreed upon process & standards that impact performance
Conduct kick-offs for new customers AND manage new dealership conversions for acquisitions by current customers
Lead/support monthly internal team call(s) for client development/service/retention AND external client meetings which may include 90-Day Performance Reviews for variable/fixed operations
Conducting training/development at the group and store level
Demonstrate teamwork as a mentor to others in support of client service standards and teammate skill/professional growth & development
Use current & emerging presentation/communication technologies to support client performance and business initiatives
Support new account acquisition through teamwork with Divisional Mgmt. & Field Team – Sales Call preparation & delivery, Prospecting/Marketing support
Coordinate/deliver on the successful implementation, utilization and impact of the following Zurich Advantage Programs:
Aftermarket F&I Sales – VSC Direct Marketing, SLS & dealership marketing/follow-up
Zurich Fixed Operations Training & Certification
Proliferation of Z.U. activation & utilization
