Sales Account Executive RMG

Remote; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan with Company matching

Paid time off

Parental leave

Short-term disability

ProHealth Rewards

Job summary

Protective seeks an experienced Portfolio Account Manager in San Francisco to develop assigned dealer accounts by promoting Portfolio products and supporting growth with professionalism.

You will be the go-to person for all concerns, coordinate with management and Client Relations, and ensure the success of assigned accounts while meeting annual production forecasts and handling retro/reinsurance reviews.

Qualifications

• 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+ years’ experience in an automotive sales related environment.

Responsibilities

• Be the Portfolio product knowledge and technology expert in ALL environments.
• Work with management and Client Relations team to develop processes to grow current accounts.
• Take immediate action to meet client needs.
• Collaborate to resolve issues with current clients.
• General management of current assigned agencies.
• Delegate work through CRMs and RAMs.
• Meet Portfolio’s annual production forecast.
• Prepare Retro/Reinsurance and custom dealer presentations.
• Conduct Retro/Reinsurance reviews for all assigned agency business.
• Monitor remittance trends for assigned agencies.
• Manage attrition for current dealers.
• Keep expenses within established guidelines.
• Live by Portfolio Standards.
• Coordinate with Accounting on all accounting issues for assigned agencies.
• Coordinate with Claims on claim issues for assigned agencies.
• Enforce Portfolio Philosophy daily and take ownership of changes.
• Other job duties as assigned.

Job description

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

Job Summary & Objective:

Responsible for developing assigned dealer accounts by promoting Portfolio products, while maintaining the company’s philosophies and principles. Work with our entire Portfolio staff to ensure the success of assigned accounts with professionalism and enthusiasm and being the go-to person for all concerns, issues, and direction for everything pertaining to assigned accounts.

Essential Functions:

• To be the Portfolio product knowledge and technology expert in ALL environments.
• Work with management and Client Relations team to continue to develop processes that will ensure current accounts’ growth and success with Portfolio.
• Takes immediate action to 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 CRMs and RAM’s.
• Accountable for meeting Portfolio’s annual production forecast.
• Retro/Reinsurance and custom dealer presentations.
• Retro/Reinsurance reviews for ALL assigned agency business.
• Managing assigned agencies Dealer’s remittance trends.
• Managing assigned agencies attrition for current dealers.
• Accountable for keeping expenses within the established guidelines.
• Live by the Portfolio Standards.
• 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.
• Strives to enforce and live the Portfolio Philosophy each and every day.
• Takes ownership of changes and is personally responsible for managing change in an upbeat positive manner.
• Other Job Duties as assigned.

Supervisory Responsibilities:

• n/a

Work Environment and Physical Requirements:

• Travel 70-80% of the time (air, road, etc.).
• Must have mobility to drive and move about client sites.
• Vision acuity is required to include close vision, color vision, distant vision, and the ability to adjust focus.
• Ability to grasp objects such as 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 50 pounds.
• Ability to frequently sit for long periods of time.
• Ability to hear and talk, both in person and by phone on a frequent, regular basis.
• Ability to spend extended hours in front of a computer screen.

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.

Preferred Requirements:

• Attention to detail and quality of service clients.
• 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.

Employee Benefits:

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability:

If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.