Account Executive

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Company Procedures

• Meet deadlines for all required reports
  • Weekly Action Plan – 12pm Saturday
  • Leads – 12pm Saturday
  • Monthly Activity Log – RM optional
  • Monthly Calendar – RM optional
• Notify your Regional Manager if your Weekly Action Plan changes
• Reply to client and office phone calls within 24 hours
• Reply to emails – daily
• Prepare for all performance numbers for F&I Meetings
• Email Agenda to all dealership personnel in advance of F&I Meetings
• Send recap emails for visits and F&I meetings within 48 hours of F&I Meeting
• MPG Log
  • Train dealership personnel on all functions of MPG
  • Update with yearly dealership forecasts
  • Add new users to when hired
  • Notify office to delete users when terminated by dealership
• Resolve administrative issues as required by home office and report back when complete
• Update New Business Manuals daily as used
• Meet New Business objectives as set forth by your Regional Manager

• Keep your dealer manuals updated WEEKLY or as used with the following information
  • Monthly F&I Reports – Meeting Notes and all recap emails
  • All current training initiatives
  • Updated price sheets
  • Copies of contests
  • Copies of important emails
  • All information relevant to interviews (resumes, PI, etc.)
  • Copies of pay-plans
  • All compliance audits
  • Yearly forecasts
• Set up group email folders in Outlook for all of your dealer clients
• Notify clients in advance of dealer visits.  Never visit un-announced.
• Send meeting agendas at least 48 hours in advance of meeting.
• Send follow-up emails to meeting within 48 hours of the meeting.
• Carry a supply of point of sale material to distribute to dealers on visits
• Assist dealer with ordering supplies
• Keep all clients up to date with all current forms / point of sale materials
• Learn and keep current with all proper form numbers for each of your dealers
• Be completely proficient with all carrier websites and be able to train all dealership on e-contracting or contract data entry
• Assist RM with Business Development surveys as directed
• Communicate and update all form changes in person and with emails to effected personnel.  Collect all obsolete forms from F&I office and supply rooms
• Communicate and deliver price changes to clients
  • Deliver new price sheets to office and F&I Department
  • Send email reminder on day effective date of price change
• Install all company best practices and update procedures yearly or as necessary
• Cover the F&I office when dealer needs arise
• Monitor and report to RM on product split ratios when requested
• Assist dealership personnel with training enrollments
• Have a back-up person trained in all dealerships

Client Responsibilities

• Maintain F&I performance objectives as set forth in yearly forecast
• Train dealership personnel as necessary or as instructed by Regional Manager
• Identify ongoing training needs and support dealer as necessary
• Be fluent in all word tracks and be able to train dealership personnel
• Visit service department monthly to inquire about claims satisfaction – assist when necessary
• Meet with office monthly.  Assist when necessary.  Train all personnel carrier website functions
• Assist dealer with recruiting
• Conduct PI when desired
• Be proficient with menu dealer is using
• Train office on compliance procedures
• Perform quarterly compliance audits
• Train dealers on Allstate Retail Pricing Guidelines
• Review monthly RPG reports with dealers when necessary

Training Proficiencies

• Must be able to flawlessly train on the following core training initiatives
  • Showroom interview
  • Full menu presentation and objection handling
  • Warranty review (as trained by Allstate)
  • Minimum of 3 VSC presentations and objection handling techniques
  • Save a Deal meeting

Self Improvement / Professional  Development

• Attend 2 professional self-improvement courses per year
• Complete a 4 Day F&I Class each calendar year, alternating carriers
• Read Automotive News – Weekly
• Read F&I Magazine - Monthly
• Must be proficient with Microsoft Office (Word. Excel, Outlook)

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.