Finance & Insurance Assistant

OVERVIEW: The F&I Assistant plays a pivotal role in supporting the Business Office by ensuring the efficient processing of vessel/trailer registrations, warranty registrations, and facilitating key aspects of customer transactions. This role requires collaboration and coordination with various departments to ensure superior customer experiences and seamless operations. This position requires a strong commitment to the MarineMax mission and values, a high level of professionalism, and the ability to thrive in a fast-paced, customer-focused, and result-oriented team environment.

KEY RESPONSIBILITIES: 

• Ensure adherence to all company, state, and federal laws and regulations, minimizing company exposure. Report any potential risks to the Business Manager.
• Oversee and manage the entire title work process for all new and used vessels, trailers, and additional purchases, ensuring all necessary documentation is complete, accurate, and submitted in a timely manner.
• Support customers in the US Coast Guard documentation process by preparing and submitting required paperwork, including running documents, vessel naming, and documentation boards.
• Manage inbound and outbound communications with customers, state tag offices, and federal agencies regarding title, registration, and USCG documentation matters, ensuring prompt and clear responses.
• Develop and maintain strong relationships with customers by providing updates and ensuring a smooth, seamless registration experience.
• Ensure the timely completion of the manufacturer delivery checklist and warranty registration process for all new vessels, including hulls, engines, and generators.
• Process extended warranty registrations for outboard motors and facilitate the transfer of factory and F&I product warranties.
• Work closely with lending institutions to facilitate customer loan payoffs, ensuring the transfer of outstanding titles is handled promptly.
• Collaborate with the Business Manager to submit funding packages to financial institutions, ensuring accurate and timely processing of customer transactions.
• Obtain and review insurance quotes for all sold vessels to ensure customers receive competitive premiums and proper coverage.
• Scan and organize all dealership transactions, contracts, and documents for proper posting and record-keeping.
• Assist with the coordination of vessel deliveries, ensuring customers receive their vessels promptly and with proper documentation.
• Provide support during boat shows, off-site promotional events, and other sales activities representing MarineMax at events with professionalism and enthusiasm, ensuring a positive experience for potential and current customers.
• Perform additional duties as assigned.

KEY RESULT AREAS: 

• Ensure 100% compliance with legal and regulatory requirements related to title work, warranty registration, and customer transactions.
• Streamline internal processes to support efficient transactions.
• Achieve high customer satisfaction and seamless communication.