Quick overview
Job description
Essential Job Duties & Responsibilities:
• Work with management and Client Relations teams to continue to develop processes that will ensure current accounts’ growth and success with Portfolio.
• Take immediate action to meet the needs of clients
• Responsible to work with others to work through/resolve issues with current clients
• General Management of current assigned agencies
• Proper delegation of work through the Business Development and Client Relations teams
• Accountable for meeting annual production forecast expectations
• Conduct Retro/Reinsurance and custom dealer presentations
• Complete Retro/Reinsurance reviews for ALL assigned agency business
• Manage assigned agencies Dealer’s remittance trends
• Manage assigned agencies attrition for current dealers
• Accountable for keeping expenses within the established guidelines
• Responsible for working with the accounting department on all accounting issues related to assigned agencies
• Responsible for working with the Claims department on claim issues related to assigned agencies
• Take ownership of changes and is personally responsible for managing change in an upbeat positive manner
• Travel 70-80% of the time (air, road, etc.)
• Other Job Duties as assigned
Education & Experience Required:
• Well-developed organizational skills and the ability to successfully manage multiple issues and demands
• Excellent communication skills, both verbal and written
• Excellent in building relationships and partnerships
• A strong sense of urgency and a desire to succeed
• Driven by Integrity
Education and Qualification Requirements:
• Strong computer skills including proficiency with Microsoft Office, CRM Software, and internal software systems
• High School diploma or equivalent
• Problem resolution experience
• Strong sales aptitude
• 5+ or more years’ experience in an automotive sales related environment
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