What are the responsibilities and job description for the Finance & Insurance Manager position at Okoboji Winter Project Inc?
Finance & Insurance Manager
Location: Okoboji, Iowa
Duration: Full-time
Department: Sales Department
Company Background
Mau Marine is a family-owned marine dealership featuring sales and service of new and used boats, as well as parts and accessories. Our facility is comprised of a 100-boat indoor showroom, 100 wet-slip marina, fuel dock, and 400 seat restaurant and entertainment venue. We provide a fast-paced, positive, energetic work environment along with the opportunity to advance your career in the marine industry. Our team possess a strong work ethic, values teamwork, and consists of both seasoned veterans as well as intern-level staffers. Our mission at Mau Marine is to make absolutely every aspect of the boating experience easy and enjoyable for our customers. We accomplish this through a team of dedicated individuals who set the standard for excellence in the marine industry.
Job Description
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.
FUNCTIONS:
- 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
RELATIONSHIPS:
- Reports directly to 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
RESPONSIBILITIES AND AUTHORITY:
Customer Satisfaction:
- 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
Personal:
- Maintain professional attire according to dealership policy
- Adhere to dealership policy regarding promptness and dependability
- Maintain a pleasant demeanor at all times
Professional Development:
- Actively participate in training programs as requested by management
General:
- Perform any other duties assigned by management