Jason Todd
Sebring,FL
Summary
Dynamic leader and National F&I Manager at Zurich N.A., adept at driving customer satisfaction and profit maximization. Excelled in portfolio management, achieving sales goals through effective communication and teamwork. Skilled in building relationships and adaptable to change, consistently enhancing team collaboration and leadership. Effective in account acquisition and utilizing people, resources, and experience to do so.
Overview
21
21
years of professional experience
1
1
Certification
Work History
National Account Manager
Zurich N.A.
04.2020 - Current
- Managed all MEGA Accounts within the Southern Division to include Training, Process, and Accountability of our field teams in delivering our value proposition.
- Responsible for working with the Divisional Managers and Field Executives to identify, prospect, and acquire new business.
- Collaborated with AFIM and ASM to help develop performance objectives, processes, and servicing standards within the divisional teams.
- Fostered an environment of collaboration and open communication with internal teams to ensure seamless execution of MEGA account initiatives.
- Built strong relationships with key decision-makers at the executive level within our MEGA accounts.
- Managed, supported and grew business relationships with existing accounts and developed strategies to increase sales and revenue.
- Developed and delivered customized proposals that demonstrated a deep understanding of each client''s unique needs and goals.
- Expanded MEGA account portfolio through strategic prospecting and effective sales presentations.
- Maximized revenue growth by identifying upsell opportunities within existing accounts.
- Coordinated and delivered regular meetings with MEGA accounts to review performance metrics, address concerns, and discuss potential areas of improvement.
- Played an instrumental role in the successful launch of the Lithia Auto Group consisting of 57 stores including 22 High Touch Stores.
Finance and Insurance Executive
Zurich N.A.
05.2007 - Current
- Responsible for identifying, prospecting, and acquiring new business.
- Delivered our value proposition to existing accounts while helping them increase their revenue and our product portfolio.
- Trained F&I Managers, Salespeople, and Sales Managers on best practices as it relates to process, compliance, and income development.
- Reviewed and collaborated with dealers regarding their reinsurance portfolios.
- Delivered regularly scheduled Month End Meetings and reviews to identify areas of success and opportunity.
- Led the Regional F&I Seminar for 4 years while helping train and develop my work peers to be effective in their delivery of the seminar.
Automotive General Manager
Alan Jay Chrysler Jeep Kia
02.2006 - 04.2007
- Managed daily operations, ensuring smooth functioning of all departments including sales, service, parts, and finance
- Managed highly skilled staff members by fostering a supportive workplace culture, and promoting career advancement opportunities.
- Facilitated collaboration between departments to improve overall performance and customer experience.
- Reviewed employee performance and instituted changes in techniques or procedures to improve services and simplify workflow.
- Streamlined internal processes for improved efficiency and productivity within the automotive team.
- Increased dealership revenue by implementing strategic sales and marketing initiatives.
F&I Manager
Alan Jay Automotive Group
06.2003 - 05.2006
- Responsible for the management of all F&I Departments within the Alan Jay Automotive Group to include 12 Finance Managers
- Streamlined processes for loan applications, resulting in faster approvals and increased customer satisfaction.
- Implemented new strategies for upselling F&I products, leading to increased profits without sacrificing customer satisfaction.
- Analyzed performance metrics regularly, identifying areas for improvement and implementing necessary adjustments in strategy or tactics.
- Collaborated with sales team to maximize revenue opportunities while maintaining high levels of customer service.
- Enhanced dealership profitability through the successful sale of finance and insurance products.
- Maintained strict adherence to state laws regarding consumer disclosures and regulatory compliance practices throughout all transactions conducted within the F&I department.
Education
No Degree - Accounting
South Florida Community College
Avon Park, FL07-2026
Skills
- Portfolio management
- Account Acquisition
- Account Management
- Teamwork and collaboration
- Leadership skills
- Active listening
- Effective communication
- Adaptability and flexibility
- Relationship building
- Team building
Certification
AFIP Certified
Timeline
National Account Manager
Zurich N.A.
04.2020 - Current
Finance and Insurance Executive
Zurich N.A.
05.2007 - Current
Automotive General Manager
Alan Jay Chrysler Jeep Kia
02.2006 - 04.2007
F&I Manager
Alan Jay Automotive Group
06.2003 - 05.2006
No Degree - Accounting
South Florida Community College