Automotive F&I Account Specialist (California) at Assurant

San Jose, California, United States

Assurant Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Automotive, InsuranceIndustries

Requirements

  • 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 after training
  • Reside in California
  • Helpful: Bachelor's Degree
  • Helpful: Proven retail sales experience in the automotive industry
  • Helpful: At least two years of experience in sales, management, and customer relations
  • Strong sales skills
  • Excellent presentation and communication skills
  • Problem-solving and customer service skills
  • Computer skills - Word, Excel, PowerPoint, and Access
  • Must be a team player as well as able to work independently
  • Complete and graduate from 1-week FSM Training Class

Responsibilities

  • Plan, organize, and conduct activities associated with achieving performance standards for clients in the automotive sector
  • 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 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 positive business relationships
  • 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 not currently 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 through Corporate Travel Department in accordance with corporate guidelines, consistently and timely
  • Complete any items as requested by Program Administrator, Director of Training, and any other company employees
  • Manage expenses incurred within current Assurant Dealer Services expense guidelines

Skills

F&I Management
Automotive Sales
Client Relationship Management
Performance Analysis
Training Facilitation
Expense Management
Business Reporting
Travel Coordination

Assurant

Provides risk management and insurance solutions

About Assurant

Assurant provides risk management solutions that focus on protecting major consumer purchases, particularly in mobile devices, electronics, and smart technology. The company offers insurance products and extended service contracts that help consumers safeguard their investments in high-value items. When a product is damaged or malfunctions, Assurant also provides repair services to restore it efficiently. This approach helps clients minimize financial losses from unexpected events. Assurant generates revenue through the sale of insurance policies, service contracts, and repair services. Unlike many competitors, Assurant emphasizes diversity, equity, and inclusion within its corporate culture, which enhances its ability to serve a diverse customer base. The company's goal is to support consumers and businesses in maintaining their day-to-day operations while protecting their investments.

New York City, New YorkHeadquarters
1892Year Founded
IPOCompany Stage
Financial Services, Consumer GoodsIndustries
10,001+Employees

Benefits

Health Insurance
Hybrid Work Options
Professional Development Budget

Risks

Integration challenges from acquiring iSmash may affect operational efficiency.
Regulatory scrutiny from acquiring American Lease Insurance could pose compliance challenges.
Cultural clashes from acquiring American Financial & Automotive Services may impact operations.

Differentiation

Assurant specializes in risk management for mobile devices and electronics globally.
The company offers insurance, service contracts, and repair services for high-value items.
Assurant's DEI commitment fosters innovation and enhances customer understanding.

Upsides

Increased demand for mobile device insurance due to remote work trends.
5G expansion drives demand for new devices and related insurance products.
Acquisition of iSmash enhances Assurant's tech repair service capabilities.

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