Finance and Insurance Business Manager

The Boat House•Elkhorn, WI

About The Position

The Finance and Insurance Business Manager at The Boat House provides financial services to prospective and existing customers purchasing, insuring, or refinancing boats and yachts. The role supports sales and profitability by presenting and selling the company’s finance, insurance, and product-protection offerings and working with lenders and insurance partners to find suitable outcomes for customers. The position promotes ethical sales practices, effective decision-making, employee engagement, and continuous improvement in coordination with management, sales, and administrative teams. It also helps implement and communicate processes that support efficiency and financial accuracy. The Boat House is an equal opportunity employer, participates in the Federal E-Verify Program, and is a drug-free workplace; the offer is contingent on adherence to a safe and drug-free workplace.

Requirements

Finance and insurance sales background.
Strong sales and advisory skills.
Professional written and verbal communication skills.
Ability to communicate opinions and processes effectively across employee levels.
Strong organizational and management skills.
Ability to analyze and resolve complex issues during sales and financing.
Ability to review and understand contracts and applicable legal, regulatory, and industry-specific compliance requirements.
Understanding of the sales process from prospecting through closing.
Understanding of the core services and products offered through the TBHG finance office.

Responsibilities

Provide financial services to prospective and existing customers to support the purchase, insurance, and refinancing of boats and yachts.
Maximize sales and profitability using Boat House tools, products, and services.
Identify customer finance and insurance needs through customer interactions.
Prepare and present information about TBHG financial services, finance, insurance, and product-protection programs.
Work with TBHG lenders and insurance partners to pursue suitable outcomes for customers.
Promote ethical sales practices, employee engagement, and effective decision-making in coordination with management, sales, and administrative teams.
Lead continuous improvement efforts to support job satisfaction, productivity, and alignment with Boat House priorities.
Implement and communicate processes that support efficiency and financial accuracy.
Maintain scheduled processes and adequate staffing structures for financial maintenance.
Maintain organized records of transactions, documents, and customer information in accordance with record-keeping requirements.
Analyze and resolve complex issues during the sales and financing process, finding solutions to customer needs and potential roadblocks.
Review contracts and ensure they meet legal, regulatory, and industry-specific compliance requirements.