Sonsio Vehicle Protection

Manager

• Develop a pro-active working relationship with all assigned JM&A Field Team members
• Provide routine communication to JM&A Field Team
• Identify and grow the business within a defined territory.
• Develop and maintain existing customers by implementing sales and marketing strategies set forth by the company and JM&A Field Team.
• Identify, develop and grow new business as needed to attain budget.
• Research, plan and implement sales strategies to increase customer retention and develop new business to maximize opportunities through sales calls, product support and training.
• Monitor and communicate competitive information including pricing, policies, and market strategies for both dealers and JM&A Field Team.
• Fully understand all programs and be able to deliver one-on-one and group presentations and training sessions and overcome program objections.
• Responsible for dealership commitment activities, including relationship building at all levels of the dealership, business planning, goal setting, value selling and retention activities.
• Proactively identify and resolve any customer sales, service and claims issues.
• Provide new store installs of designated programs and support services.
• Coordinate activities and pull in resources as appropriate to meet the needs of the dealership.
• Work with dealership and JM&A Field Team to maximize business.
• Stay abreast of current competitive activity.
• Develop and execute a plan for each dealership with continual follow-up and communication.
• Maintain daily sales activity, contact list and opportunity pipeline in Salesforce.
• Achieve individual quarterly sales objectives
• Ensure all administrative tasks are completed in a timely and accurate manner.

Market Performance Manager

Business Development Rep

• Manages new and existing agent onboarding process to provide necessary training and development of SVP ancillary products and services
• Work closely with Foundation BDMs on new and existing agents, accounts, reviewing new and existing pipeline opportunities and new business acquisitions via the agent channel
• Works closely with agent partners to anticipate future requirements, identify opportunities for upselling and/or cross selling SVP products to increase customer loyalty, retention and sales
• Deep understanding of multiple agencies, agent channels, product channels and variances in coverages by identifying white label programs by brand, agency and product to understand program enhancements and limitations
• A solid understanding of different VSC’s and product offerings by all agent partners to train at the dealer level on all corresponding F&I offerings to include SVP products (training on package selling Sonsio products)
• Understanding agent/TPA/dealer directives to act as a trusted partner and advisor
• Assist agents and dealers with operational tasks, business needs and other requests (e.g. dealer login resets, update new and termed dealer personnel changes, product enhancements, pricing adjustments, product information requests, POS materials, etc.)
• Daily and weekly collaboration check-ins/follow-up with all agents for a proactive partnership which includes in person field visits and various virtual training as needed
• Collaborate with agents and dealers to provide new store installs of designated programs and support services
• Understanding of various TPA menu portals to include Gold Standard, C. Berman, Americredit, and future partnerships such as Veritas, Portfolio, NTP, HWG
• Negotiate and secure top 3 menu shelf space for SVP products and services at agent and dealer level
• Implement and deliver agent cross region training on SVP products and services to cover overlapping regions
• Responsible for dealership commitment, developing a high-level relationship with executive management team at the dealership level to include GM, GSM, F&I Director & Department, Service Director and Service Writers on business planning, goal setting, value selling and retention activities
• Understand and identify channels in PowerBi to dissect areas for improvement and growth, recognizing high performing agents and dealers
• Provide performance metrics to identify opportunities for both agents and dealers (increase signed vs selling, evaluate brand successes and opportunities, suggesting change where needed)
• Conducts agent and dealer meetings to report activity, trends, overall service results and recommends actions to improve performance and mitigate risks
• Work with National Sales Director and Division VP attending various Agent/TPA, dealer sales conferences and regional meetings
• Collaborates with internal corporate colleagues to ensure the highest level of service delivery and to address potential issues
• Through on-going education and development, stay abreast of industry knowledge to increase the perceived value of our company and its services
• Monitor and communicate competitive information including pricing, policies, and market strategies for both dealers and agent/TPA partners
• Fully understand all SVP programs, be able to deliver presentations and training sessions, overcome program objections representing SVP offerings
• Proactively identify and resolve any customer sales, service and claims issues working closely with Sonsio CSR’s on all escalated claims
• Stay abreast of current competitive activity
• Manage and plan calendar schedule accordingly, 30-60-90 days out
• Manage Travel & Expenses accordingly, stay within company guidelines (i.e.) flights, hotels, rental, meal, and client entertainment. See T&E guideline agreement
• Maintain sales and service activity, contact lists and touchpoints in Salesforce
• Achieve individual monthly sales objectives and quarterly MIT’s
• Ensure all administrative tasks are completed in a timely and accurate manner
• Other Duties as Assigned

Account Development Manager

Product Analyst

• Support F&I sales efforts with customized reporting, program insights, and dealer-level recommendations.
• Collaborate with internal partners in Sales, Operations, and Risk to improve efficiency, data accuracy, and reporting tools.
• Prepare clear and actionable reports and presentations for senior leadership and field teams.
• Assist in cross functional projects that enhance dealer engagement and sales performance.
• Respond to field inquiries and support alignment between product offerings and dealer needs.
• Analyze premium, claims, and operational data to support risk assessment, pricing, and profitability strategies.
• Assist in the development, launch, and refinement of Sonsio’s F&I products through performance analysis and market research.
• Conduct competitive and market analysis to evaluate trends, pricing strategies, and product positioning.
• Translate large datasets into actionable insights that support better decision-making.
• Learn and apply pricing, actuarial, and product development methods to support internal recommendations.
• Support pricing strategy through rate development, claim forecasting, and profitability modeling at the contract, dealer, and program level.
• Monitor performance of new and existing programs, flagging risks or trends as needed.
• Participate in ad hoc projects that support overall risk and product objectives.

Sales Support Product Analyst

Insurance

• Have thorough knowledge of service agreements, claims guidelines and settlement procedures
• Accurately process claims by following each step of a claim
• Handle claim inquiries from customers and repair facilities and document detailed notes
• Meet call volume and quality standards (minimum 55 calls/day, on phone 80% of the time, answer within 45 seconds, average call ~5.5 minutes)
• Follow Claims comment worksheet for all notes and maintain QA standards (above 90%, audits no more than 2% errors)
• Establish good working relationships with customers and repair facilities
• Process photos for damage verification and document all gathered information
• Handle calls from specific tire programs (Dealer Tire and other level 1 calls) after training
• Update claims throughout the day and update minimum of 7 claims per day when waiting for calls
• Maintain attendance, punctuality, and readiness to take calls

Market Performance Manager

Account Development Manager

Sales Support Product Analyst

Claims Adjuster