Extended Warranty Specialist

  • Employer: iA Financial Group
  • Office: 988 Broadway West
  • Location: Vancouver, British Columbia
  • Job category: Dealer Services - Sales
  • Job ID: JR10022262
  • Job type: Permanent Job
  • Apply before: 2025-02-07

Description

Are you someone who is passionate about building and strengthening relationships? We are looking for an Extended Warranty Specialist to join our close knit team to play a key role with our dealers located in BC and Alberta. In this role you will be responsible for maximizing the performance of this product to assigned dealers. You will support our clients in various ways to optimize their performances and maintain excellent business relationships.

Main Responsibilities:

SPP product supervision

  • Carefully prepare each visit to the dealers in advance:

    • Obtain and analyze sales numbers entered in UniFI to identify gaps (positive or negative) and dealer needs for interventions

    • Review last visit report to ensure consistency between visits

    • Provide the client with appropriate reports to establish the action plan for the meeting

    • Be aware of dealer position (SPP penetration rate and compared to manufacturer and competition)

    • Analyze customers who refused the product

    • Discuss the needs of those responsible for the sale of SPP product with Consultant and / or Trainer

  • Visit retailers on a frequency that suits to their needs:

    • Meet with client (owner or general manager) to follow-up on actions undertaken

    • Meet with managers to verify if they have specific requirements that need to be addressed

    • Follow-up on statements of accounts, if necessary

  • Update dealer visit report in Salesforce for every dealer visited by Friday of each week and submit report to dealer if needed. Codify visit status (green, yellow, red, black)

  • Manage programs, promotions and contests

    • Ensure their implementation and understanding

    • Follow-up

    • Prepare payment request reports

  • Attend dealers’ set-up:

    • Assess the dealership’s situation per various criteria such as the needs and preferences of the retailer, the internal operating mode, existing plans, people responsible for selling the product, etc.

    • Determine, in collaboration with the retailer, the marketing details (fixed or variable prices, sold by which resources, etc.)

    • Provide initial training on SPP product, plans distributed and UniFi 2.0

    • Train service department on claim process by making sure to meet with all the advisors

  • Participate in the follow-up of Overfunds and Loss Ratios with Sales Manager

Sales and representation

  • Maintain plans offered up to date:

    • Assess the adequacy between the types of vehicles sold and the plans in force and suggest plan changes if necessary

  • Offer excellent customer service:

    • Respond quickly to inquiries from clients (or employees)

    • Address issues as they arise and/or refer the situation to the Sales Manager

    • Provide support for any outstanding claim problems

  • Stay ahead of the changes and activities in the market:

    • Forward all pertinent competitor’s offerings or threat from the competition to people concerned

    • Inform team members on competitors’ activities and developments

    • Obtain all documents related to competitors

    • Deny information when necessary

    • Make accurate comparison when necessary

  • Attend all assigned meetings and pertinent social events

  • Promote the development of new clients and contribute to business development efforts, when required

  • Participate in iA Dealer Services training

    • Assists trainers when needed

    • Recruit participants for attendance

Internal administration

  • Work cooperatively with all iA Dealer Services stakeholders to constantly provide high quality service

  • Show professionalism and act in compliance with the principles set out in the Company’s Code of business conduct

  • Prepare reports required by the Company

  • Attend meetings as required

What we are looking for:

  • Deep understanding of SPP product and plans distributed by iA Dealer services, manufacturers, and competition

  • Knowledge of the functioning of a dealership

  • Extensive knowledge of the market and operations of a business office

  • Ability to transfer knowledge and skills in an educational way

  • Knowledge of systems used by retailers (UniFI, UniFi 2.0, Dealertrack, Equifax, etc.)

Invest in your talent by joining our team

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.