Finance & Insurance Manager
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Overview
Job Description
Job Summary:
Working as a key member of our team, the F&I Manager routinely collaborates with the sales team and general manager in order to maintain leading-edge currency and directly consults with our customers. The successful F&I Manager maintains a high manufacturer-required CSI by maintaining an outstanding customer service delivery level within strict legal compliance and with unwavering ethics.
He/she achieves this by providing a true value-add to the closing support function of the sales life cycle. First and foremost, the ideal F&I Manager is a superior communicator who is expert at building customer rapport and effecting profitable closure for the enterprise.
The mission of the F&I Manager is to present and articulate a menu of credit service options to the customer in order to optimize the transaction, and to also offer product protection choices in support of the purchase.
Benefits:
- Medical- 4 plans (BCBS)
- Dental
- Vision
- Term Life
- Company-paid Term Life
- STD/LTD
- Accident indemnity rider
- PTO / Sick days (annually)
- 401(k) with an employer match
- Employee Assistant Program
- FMLA / Maternity/Paternity Leave
- Bereavement Leave
Essential Functions: (Essential functions, as defined under the Americans with Disabilities Act, may include the following tasks, knowledge, skills and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class.)
The following is a representative list of the duties and responsibilities associated with this position:
- Reviews customer credit application and credit report
- Presents financing options in a clear and concise fashion
- Prepares loan documents
- Prepares delivery documentation
- Prepares DMV documents
- Prepares other state and federal documents as appropriate
- Acts as facilitator for any questions that may arise during the process
- Collaborates with dealership team to stay leading-edge sharp
- Maintains currency with regard to all financial instruments and value-add products/services
- Adhere to all company policies, procedures and safety standards
- Perform other duties as assigned
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Sitting: Remaining in the seated position
- Feel / Touch: Picking, pinching, or otherwise working primarily with fingers rather than with the whole hand or arm as in handling
- Talking: Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or to the public and to convey detailed spoken instructions to other workers accurately, loudly, or quickly
Environmental Conditions: Be able to work in a climate-controlled environment
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