Finance & Insurance Manager

Halterman's Toyota
East Stroudsburg, PA Full Time
POSTED ON 10/15/2021 CLOSED ON 2/9/2022

What are the responsibilities and job description for the Finance & Insurance Manager position at Halterman's Toyota?

Automotive Finance Manager - Experienced Professionals Only!

If you have at least 3 years of highly successful experience and you're serious about your career, then rest assured you've come to the right place.


You'll find the opportunities, resources, and support you need to grow and develop professionally.

We are committed to your success and invested in your future.

Finance & Insurance Manager is responsible for coordinating the sale of finance and insurance programs to customers.

The Finance and Insurance Manager works with lenders and financial institutions to provide financial services to dealership customers.

Essential Duties and Responsibilities include the following:
  • Sells financing and insurance to customers.
  • Responsible for the attainment and gross production of financial services’ goals and objectives.
  • Review customer credit applications.
  • Makes extended service contracts and other owner protection programs available to customers.
  • Utilizes the menu selling process.
  • Ensures necessary documentation for each deal is complete by utilizing a deal checklist.
  • Maintains Customer Satisfaction scores at or above company standards.
  • Works closely with sales team.
  • Ensures compliance with all laws and regulatory obligations relative to financial services and products.
  • Supports the dealership’s initiative in Safeguard and Transaction compliance programs.
  • Complies with all Safeguard and Transaction compliance rules and regulations.
  • Ensures that all organizational activities and operations are carried out in compliance with organizational guidelines and local, state, and federal regulations and laws governing business operations.
  • Oversees completion and submission of all financing documents.
  • Reinforces company policies and adheres to company standards.
  • Encourages compliance with applicable laws and regulations.
  • Ensures adherence to F&I reporting requirements of company.
  • Promotes and maintains good CSI.

Our team members also enjoy a comprehensive benefits program including:
  • Medical, Dental and Vision Benefits
  • 5 Day Work Week
  • Generous Paid-time-off
  • 401k


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