Jr. Insurance Portfolio Associate jobs in United States
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Ally · 8 hours ago

Jr. Insurance Portfolio Associate

Ally Financial is a leading provider of financial and insurance products to the franchised auto dealer industry. They are currently seeking dynamic individuals for junior sales positions focused on supporting dealership insurance clients and assisting the senior sales teams and underwriting.

AutomotiveFinanceFinancial Services

Responsibilities

Service responsibilities include evaluating customer insurance needs, responding to inquiries about coverage and loss prevention, and working within the service team to secure necessary documents for renewal and new business applications
Build and maintain knowledge regarding automobile dealership operations and the automobile industry
Build and maintain insurance technical knowledge around the core curriculum of the CPCU designation
Build and maintain knowledge about current insurance markets conditions and competitors
Interact with various internal teams to form a full understanding of your future roles
Coordinate sales and servicing activities with our Account Management and National Accounts teams and all other channel partners
Assist the sales team with documentation processes that ensure accurate dealer account activity is tracked and reporting for leadership and our dealers
Responsible for assisting sales team with document submission, Salesforce updates, and dealer account activity
Liaison between Sales and Account Management team, ensuring efficient application and submission process flow
Update and managing sales reporting and regional dealer materials
Build and maintain sales skills, including proficiency in virtual tools

Qualification

PropertyCasualty insuranceSales skillsMicrosoft ExcelCustomer serviceCommunication skillsProblem-solving skillsTime management

Required

High School Diploma or GED required
Possess the ability to get licensed for property and casualty insurance as required based on position and department assignments
Ability to develop business relationships with clients and internal matrix partners
Excellent communication, interpersonal and organizational skills
Well-developed business and time management, presentation and relationship selling skills
High level of accountability and ability to effectively prioritize tasks
Strong problem-solving skills and ability to objectively manage conflicting priorities
Ability to work independently
Strong customer service and interpersonal skills
Proficient in Microsoft Excel, PowerPoint, Outlook, and the ability to analyze data

Preferred

A business-related undergraduate degree is highly preferred or equivalent work experience required
Previous proven sales experience preferred but not required

Benefits

Time Away: Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level).
Planning for the Future: plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan pay downs and 529 educational save up assistance programs, tuition reimbursement, employee stock purchase plan, and financial learning center and financial coach access.
Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.
Building a Family: adoption, surrogacy and fertility assistance as well as paid parental and caregiver leave, Dependent Day Care FSA back-up child and adult/elder care days and childcare discounts.
Work-Life Integration: other benefits including Mentally Fit Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs.
Other compensations: depending on the role for which you are considered, you may be eligible for travel allowances, relocation assistance, a signing bonus and/or equity.

Company

Ally

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Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and a top 25 U.S.

Funding

Current Stage
Public Company
Total Funding
$1.75B
2024-12-13Post Ipo Debt· $1B
2022-11-07Post Ipo Debt· $750M
2014-04-10IPO

Leadership Team

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Russ Hutchinson
Chief Financial Officer
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David Holland
Senior Vice President
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Company data provided by crunchbase