National Finance & Insurance Executive

Zurich 56 Company Ltd; Oregon (IL); Remote; USD 64,000 - 106,000; Full time

Job summary

Zurich North America is seeking a National F&I Executive to support growth and retention for Mega-Dealer F&I clients. This role involves maintaining client relationships, developing strategies for improvement, and extensive travel across 15 states. Candidates should have a strong sales background and experience in the automotive finance sector.

Benefits

Comprehensive employee benefits

Career development opportunities

Collaborative environment

Qualifications

• 2+ years of experience in Dealership Finance or Sales Leadership.
• Experience with principles of sales and terminology.

Responsibilities

• Maintain relationships with Mega-Dealer F&I customers.
• Develop plans for underperforming accounts.
• Facilitate training for customers on products and services.

Skills

Sales techniques

Customer service

Team collaboration

Education

Bachelor's degree

High School Diploma or Equivalent

Tools

Automotive software

Sales tools

Job description

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National Finance & Insurance Executive

124151

Zurich North America is hiring a National F&I Executive to join Zurich Direct Markets North Division. This team member will support North Division clients AND fellow field staff members in Service, Retention & Business Acquisition of qualified Large/Mega-Dealer F&I Clients. As a member of Zurich's North Division Direct Markets National team, you time & talents will be needed for: Current Client Growth & Retention (65%), New Business Acquisition/Support (20%), Administration & Special Projects (15%). Our ideal candidate will be willing to help Zurich customers throughout the entire Division (15 states) where vehicle/air/overnight travel up to 75% may be necessary depending on candidate/team member residence location AND deliver on the below responsibilities.

Responsibilities:

• Maintain, 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 providingtechnical advice, implementation & follow through that enables field staff & customers to solve problems and/or improve business outcomes
• Analyze/monitor trends & anticipateneeds to develop and recommend alternatives for improvements to processes, customer service or product offerings AND assist/support implementation
• Coordinate & facilitatetraining 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 managenew 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:
• Proliferation of Z.U. activation & utilization

Required Qualifications:

• Bachelor’s degree and 2 or more years of experience in Dealership Finance or Sales Leadership
  OR
• High School Diploma or Equivalent and 4 or more years of experience in Dealership Finance or Sales Leadership
  AND
• Experience with principles of sales, sales techniques, and sales terminology

Preferred Qualifications:

• Business to business training, sales, and consultation experience
• Retail automotive experience in Finance or Sales Management
• Outside sales experience is ideal
• Advanced knowledge of Automotive industry, market, and competitors
• Substantial knowledge of Automotive and traditional software and technology
• Knowledge of insurance and reinsurance principles
• Knowledge of techniques and terminology of warranty claims
• Ability to interpret financial statements
• Self-motivated regarding day-to-day responsibilities

At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education.

The annual variable compensation range, based on performance under the sales incentive plan for this role, is $64,600.00 - $105,900.00. This position included a variable component that is based on an individual's performance under the applicable

As an insurance company, Zurich is subject to 18 U.S. Code § 1033.

A future with Zurich. What can go right when you apply at Zurich?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more.

Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

Location(s):
Remote Working: Yes
Schedule: Full Time