Finance and Insurance Manager

Lithia & Driveway•Memphis, TN

1d•Onsite

About The Position

The Finance and Insurance Manager greets customers professionally and helps them select vehicle protection products by explaining available products and their benefits. The role secures customer financing by working with lenders, submitting deals electronically, and accurately entering transactions into dealer and bank systems. It also processes transaction paperwork to meet office, state DMV, and lender requirements; tracks receivables and funding stipulations; and follows up on outstanding items and customer actions related to purchased products. The manager participates in store meetings and works with sales staff and managers to complete transactions accurately and to the customer's satisfaction. During peak traffic, the role may also assist the Sales Team with customer engagement. Appropriate licensing must be obtained within 90 days of hire. The employer is a drug-free workplace and will make reasonable accommodations to enable individuals to perform essential functions.

Requirements

High school graduate or equivalent.
Must be 18 years or older.
Strong attention to detail.
Sense of urgency.
Excellent communication skills.
Ability to type efficiently and enter accurate information into a tracking system.
Ability to perform basic mathematical calculations.
Basic computer skills.
Valid driver's license in the state of residence and an acceptable driving record.

Responsibilities

Greet customers in a friendly and professional manner.
Present vehicle protection products and explain their benefits to help customers choose packages.
Arrange customer financing by building professional relationships with lenders and seeking suitable financing options.
Submit deals electronically to banks using the appropriate dealer system.
Enter transactions accurately into ADP and bank approval systems.
Process transaction paperwork accurately and in accordance with office, state DMV, and lender requirements.
Track deal receivables and follow up on outstanding items to collect funds and satisfy bank stipulations for contract funding.
Participate in Sales Receivables, Save-a-Deal, and Store Manager meetings.
Work with the sales team and sales managers to complete transactions accurately and to the customer's satisfaction.
Follow up with customers as a courtesy reminder about actions required for purchased products.
Assist the Sales Team with customer engagement during peak traffic times.
Obtain all appropriate licensing within 90 days of hire.