Summary/Objective
The Finance & Insurance Manager is responsible for contracting all new business, securing financing, obtaining any down payment required, and upselling other back-end products. It is the F&I Manager’s responsibility to ensure that all transactions go smoothly, with the highest levels of customer satisfaction, resulting in customers returning for many years to come.
Essential Functions
- Be polite and friendly and greet customers promptly.
- Deal with customer concerns and complaints in a sensible manner by showing empathy and a pleasant attitude to show our commitment to excellent customer service and to increase customer satisfaction and loyalty.
- Conduct telephone transactions courteously and quickly.
- Accuracy and completion of all transactions.
- Verify residuals, rates, advances, and all other pertinent information before contracting any customer.
- Attend to all customers in a timely manner.
- Verify payoff prior to typing the deal.
- Assure all rebate forms are signed by the customer and the program number is included.
- Collect down payments at the time of contract.
- Verify every customer (OFAC) to prevent identity theft.
- Shows when scheduled to work, on time, ready, and able to perform essential job functions.
- Adhere to all company policies, procedures, and practices.
- Perform other tasks as directed.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Education and Experience
- High school diploma or equivalent.
- Ability to read and comprehend instructions and information.
- Professional personal appearance.
- 3 to 5 years of Finance & Insurance experience.
- Excellent communication skills.
- Ability to meet the company’s production and quality standards.
- Able to interact and get along with all customers.
Competencies
- Honesty
- Integrity
- Flexibility
- Communications Skills
- Collaboration Skills
- Customer Focus
- Organized
- Technical Capacity
- Teamwork
- Strong Work Ethic
Supervisory Responsibility: This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
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.
- Regularly spend long hours sitting and using office equipment and computers.
- Regularly move from sitting to standing positions effortlessly.
- Regularly work on repetitive tasks.
- Regularly use hands and fingers to handle, control, or feel objects.
- Regularly hold the arm and hand in one position or hold the hand steady while moving the arm (example: using a computer mouse).
- Regularly use headphones and earpiece
- Regularly see details of objects that are less than a few feet away.
- Regularly speak clearly so listeners can understand.
- Regularly understand the speech of another person.
- Frequently bend to file and maintain files.
- Occasionally lift 5-15 pounds (boxes, paper, etc.)
Position Type and Expected Hours of Work
This is a full-time position. Typical days and hours of work are set by the needs of the dealership.
Note: Schedules are subject to change. Two weeks’ notice of a schedule change will be provided whenever possible.
Travel: Travel may be required to attend meetings or presentations.
Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Equal Opportunity Statement:
Anderson Powersports is an equal-opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
