Service Representative

Posted Sep 8

This is a fully remote position, open to applicants in Canada.

📋 Description

• Assist Account Managers in the onboarding process of new dealerships and Financial Directors.

• Provide training to dealers and Financial Directors on tools and products.

• Design and create various documents and sales support materials.

• Aid in administrative tasks by contributing to the development of codes and agreements.

• Tailor compliance documents necessary for each dealer.

• Attend weekly sales meetings and participate in other meetings as required.

• Identify and propose suggestions to enhance the efficiency of Account Managers’ operations.

• Work in collaboration with the IT department to coordinate, validate, and implement insurance calculation and printing functionalities across all DMS platforms.

• Provide support to dealers during software transitions.

• Acquire knowledge of and explain insurance products, protection plans, and warranties.

• Ensure that promotional materials are current and adhere to regulatory standards.

• Update Account Managers regarding product information and evaluate their understanding through quizzes, surveys, and workshops.

• Assist Account Managers in utilizing and comprehending tools and documents to optimize sales.

• Respond to inquiries concerning eligibility, contracts, warranties, insurance products, services, and claims.

• Conduct targeted dealer visits at the request of management.

• Contribute to the achievement of the company’s goals.

• Perform any additional occasional tasks assigned by the management team.


⛳️ Requirements

• College diploma in a relevant discipline, or equivalent experience of at least five (5) years in a related field.

• At least three (3) years of experience as a Financial Director.

• Proven strong interest and capability in both verbal and written communication.

• Proficient in English (preferred).

• Strong sense of responsibility with the ability to organize and prioritize tasks effectively.

• Focused on customer satisfaction.

• Exceptional learning ability and willingness to share knowledge, with excellent adaptability.

• Familiarity with Microsoft 365, including Word, Excel, Sway, and PowerPoint.

• Knowledge of available F&I software.

• Experience with web form creation, survey development, and programming.

• Team-oriented, capable of working both independently and collaboratively.

• Valid driver’s license.

• Willingness to travel throughout the province of Quebec, as needed.

• Availability for occasional overnight hotel stays, as required.


🏝️ Benefits

• Equal Employment Opportunity policy.

• Reasonable accommodations provided throughout the recruitment process for applicants with disabilities.

• Occasional hotel accommodations covered when necessary for business travel (not explicitly stated as a benefit).

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