Finance & Insurance Manager

Okoboji, IA Contractor
POSTED ON 5/11/2024
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 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
  • Maintain close interdepartmental relationships to coordinate activities across departments

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

Sales

  • Know competitive products, local market influences and be able to discuss them with customers
  • Maintain a level of penetration according to dealership policy
  • Check in and put stock numbers on all new major units
  • Collect, file, and transfer all registrations and titles for major units to and from customers in a timely fashion

Expense Control

  • Fill out all sales documents completely and accurately. Submit them to the office promptly.
  • Work with all lending, warranty and insurance providers to take advantage of any deals and special programs including reduced rates for financial services to maximize profit potential

Housekeeping/Safety

  • Keep desk and office neat, clean and organized at all times
  • Follow dealership security guidelines
  • Treat all dealership boats in a manner that follows safety and security standards established by the dealership

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

Application Process

Apply online at maucareers.com

PI240740793

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