Finance & Insurance Assistant

MarineMax • Madison, WI

7d

About The Position

The Finance & Insurance Assistant supports the Business Office by processing vessel and trailer registrations, warranty registrations, and other aspects of customer transactions. The role involves coordinating with customers, internal departments, state tag offices, federal agencies, and lending institutions to ensure accurate, compliant, and timely processing. It requires professionalism, commitment to the MarineMax mission and values, and the ability to thrive in a fast-paced, customer-focused, results-oriented team environment.

The assistant manages title work for new and used vessels, trailers, and additional purchases; supports US Coast Guard documentation; completes manufacturer delivery checklists and warranty registrations; facilitates loan payoffs and funding packages; obtains insurance quotes; and maintains transaction records. The role also supports vessel deliveries and represents MarineMax at boat shows, promotional events, and other sales activities.

Key outcomes include full compliance with legal and regulatory requirements, streamlined transaction processes, and high customer satisfaction through seamless communication.

Responsibilities

• Ensure adherence to company, state, and federal laws and regulations, and report potential risks to the Business Manager.
• Manage title work for new and used vessels, trailers, and additional purchases, ensuring documentation is complete, accurate, and submitted on time.
• Prepare and submit paperwork for customers’ US Coast Guard documentation, including running documents, vessel naming, and documentation boards.
• Manage communications with customers, state tag offices, and federal agencies about title, registration, and USCG documentation matters.
• Keep customers informed and provide a smooth registration experience.
• Complete manufacturer delivery checklists and warranty registrations for new vessels, including hulls, engines, and generators.
• Process extended warranty registrations for outboard motors and facilitate transfers of factory and F&I product warranties.
• Coordinate with lending institutions on customer loan payoffs and timely transfer of outstanding titles.
• Work with the Business Manager to submit accurate and timely funding packages to financial institutions.
• Obtain and review insurance quotes for sold vessels to support competitive premiums and appropriate coverage.
• Scan and organize dealership transactions, contracts, and documents for posting and record-keeping.
• Assist with coordinating vessel deliveries and ensure customers receive vessels promptly with proper documentation.
• Support boat shows, off-site promotional events, and other sales activities while representing MarineMax professionally and enthusiastically.
• Perform additional duties as assigned.
• Support compliance, efficient internal processes, and customer satisfaction through clear communication.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed