Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Explain features, advantages and disadvantages of various products to promote sale of vehicle service plan.
Interview prospective clients to obtain data about their financial resources and needs and to discuss existing service plan coverage.
Call on F&I Managers in Auto dealerships to explain plans, to suggest additions or changes to their selling technique.
Explain necessary bookkeeping requirements for dealer to implement and provide program.
Confer with clients to obtain and provide information when claims are made on a policy.
Monitor insurance claims to ensure they are settled equitable for both the client and the insurer.
Attend meetings, seminars and programs to learn about new products and services.
Train dealers on sales process and F&I process as needed.
Attend trade shows to promote company lines of business.

Minimum education High school diploma
Proficient with MS Office Suite
Exceptional telephone demeanor
Knowledge of principles and processes for providing customer and personal service.
1 – 3 years experience in a similar position
Associate’s or Bachelor’s degree in a business or financial related discipline (preferred)

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Producer

Key skills