Jacob Baum

Experience

• 

  Stevens Creek Subaru

  Jun 2011 - Dec 2012

  Sales Consultant

  SalesClient RetentionCustomer ServiceProduct Knowledge

• 

  Hopkins Acura

  Dec 2012 - Jul 2014

  Internet Sales Manager

  Internet Sales ManagerAcura CertifiedNew&Used Vehicle SalesDealer Trade ManagementHandling Internet Leads (Dealersocket)Reynolds & Reynolds (Bluescreen)Client RetentionCustomer ServiceAppointment Setting

• 

  Towne Mazda

  Jul 2014 - May 2015

  Bank ApprovalsCredit SubmissionDeal FundingStipulation ChasingLegal ComplianceContract SigningDMV PayoffsTrade-In Management/PaperworkProducts Sales PitchMenu PresentationCredit ConsultationClient RetentionSetting Realistic ExpectationsProduct KnowledgeSales ManagementReynolds & Reynolds (Blue-screen) Handling Used Car LeadsManaging Used Car InventoryMaintaining Various Online Web SourcesReconditioning of Used Cars

  • Finance Manager

    Sept 2014 - May 2015

  • Used Car Specialist

    Jul 2014 - Sept 2014
• 

  Assurant

  Jul 2015 - now

  District Manager : Expands business opportunities by evaluating client’s position in industry, researching and analyzing solutions. Achieve program(s) sales objectives and monitor compliance of the programs by continual assessment of the program(s), making the necessary customizations to improve the performance, and ultimately executing the integration of those enhancements into the sales channels of the client. Job Responsibilities:Drive performance for assigned programs for client through fostering and maintaining relationships with various levels of leadership. Circulate performance and compliance reports to ensure all related goals are being achieved. Consult with client management to establish and execute plans for achieving or exceeding program goals. Develop and enhance Assurant’s relationship with client at various management levels in the field.Communicate program results and plans for marketing efforts to client and Assurant management. Summarize activities for ROI purposes and be able to track the performance related to those activities. Serve as the primary contact between Assurant and client, as it relates to the assigned areas.Assist in the execution of promotions and contests for associated programs.Identify and assist in resolution of customer and client service quality process issues with the assigned Assurant Account Executive to ensure a positive root cause resolution. Ability to engage leadership and communicate effectively, even under stress. Strong analytical skills—able to analyze program results, create a plan for improving sales results, and execute the plan. Advanced knowledge of sales and training techniques; client service; account development; multimedia presentation; graphics; and marketing standards. Ability to influence internal and external clients by positioning client specific value propositions as it relates to increasing sales or making program changes. Show less F&I Account Specialist within our Resource Automotive division, the automotive industry’s leading provider of Financial Services Programs (mechanical repair service contracts, GAP protection) and Financial Services Training. F&I Account Specialists travel extensively nationwide (90% company sponsored travel) during the first 6 – 12 months of this intensive training program in order to learn the business from the ground up. Successful individuals will have the opportunity to advance in as little as 6 months into a District Manager role, responsible for the training, sales development, and productivity within their client automobile dealership accounts, while working diligently to increase the volume within their District. Responsibilities:Perform all functions of a Finance and Insurance (F&I) manager within automobile dealershipsOrganize, plan and conduct sales meetings within the automobile dealershipsPromote communication and foster a positive business relationshipIdentify, isolate and solve problems within the dealership Finance DepartmentSubmit electronic reports and provide updates as neededAchieve minimum performance standards set forth by our client and our companySKILLS AND REQUIREMENTS:Bachelor’s degree in business or related field strongly preferred1 plus years of experience within the automotive industry or similar consumer-focused industrySales-oriented with an ability to achieve sales goals/performance levelsSound decision-making abilitiesProven track record of building and maintaining strong internal and external relationshipsExceptional verbal and written communication skillsProficiency with Microsoft Word, Excel, and PowerPointEra Ignite/Reynolds DeskingReynolds & ReynoldsAdp/CdkManufacture Warranty knowledgeF&I processes and presentations F&I training - 1 on 1'sDMS and CRM useWeekly Reporting Internal Post Assignment Evaluations Brand recognition and AwarenessTime management / Efficiency Show less

  • Strategic Account Executive

    Jan 2025 - now

  • District Manager

    Mar 2016 - Jan 2025

  • Account Specialist

    Jul 2015 - Mar 2016