Finance & Insurance Manager
Okoboji Winter Project Inc•Okoboji, IA
•Onsite
About The Position
The F & I Manager’s duties include accurate documentation of major unit purchasing transactions, assisting customers with purchasing options such as financing and after-care products, and facilitating interdepartmental communication to ensure successful delivery of products. The F & I Manager must work to secure quality options for customers by creating and maintaining relationships with lenders and vendors.
Requirements
- Accurate documentation of major unit purchasing transactions
- Assisting customers with purchasing options such as financing and after-care products
- Facilitating interdepartmental communication to ensure successful delivery of products
- Secure quality options for customers by creating and maintaining relationships with lenders and vendors
Responsibilities
- Act as a principal contact between the retail lending institutions and the customer
- Act as a principal contact between the sales department, retail lending institutions, extended service contract providers and other after-care product suppliers
- Work with Sales Manager, Salespeople and Service departments to facilitate timely and accurate deliveries of major units
- Meet dealership Customer Satisfaction Standards and objectives
- Maximize dealership sales of retail financing and insurance products in line with requirements set by the sales manager
- Ensure timely completion of all paperwork involved in major unit sales and finance and insurance contracts
- Maintain a close working relationship with all sales personnel, keeping them informed of special finance/insurance programs, and to ensure a smooth transfer into the F & I Office
- Greet all customers in a courteous and timely fashion
- Identify customer needs by demonstrating interest in them, by listening, and by establishing an advisory relationship
- Ensure that customers receive a thorough explanation of paperwork policies and procedures to ensure that they fully understand the process
- Ensure that all paperwork, contracts, incentive request forms(rebates) and warranty registrations are completed as needed in a timely fashion
- Ensure that all major units are paid in full and finance contracts funded
- Maintain professional attire according to dealership policy
- Adhere to dealership policy regarding promptness and dependability
- Maintain a pleasant demeanor at all times
- Actively participate in training programs as requested by management
- Perform any other duties assigned by management
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
