Jr. Account Manager

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.