Finance & Insurance Assistant

Jenkins Auto Group; Venice (FL); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical plans

Dental

Vision

Term Life

Company-paid Term Life

STD/LTD

Accident rider

PTO & Sick days

401(k) match

Employee Assistance

FMLA Leave

Bereavement Leave

Job summary

Jenkins Auto Group in Venice, FL is seeking a Finance Assistant to support the finance and sales teams while maintaining high CSI and compliant, ethical service throughout the sales lifecycle.

The role emphasizes exceptional communication, building customer rapport, and efficiently preparing and completing financing documents to support the closing process.

Qualifications

• Strong communication and customer service oriented
• Ability to coordinate with sales and management teams
• Familiarity with financing documents and compliance requirements

Responsibilities

• Assist Finance and Sales in day-to-day operations
• Verify paperwork for booked deals before sending to accounting
• Support customers with follow-up on product cancellations and financing
• Coordinate with finance managers to address funding delays
• Maintain notes on deal status in Axcessa
• Answer financing questions and relay information to managers
• Follow up on tag work and out-of-state registrations with the Tag and Title department
• Provide requested documents for Gap Claims as needed
• Ground and process Lease trades and turn-ins

Job description

Job Summary

Working as a key member of our team, the Finance Assistant routinely collaborates with the sales team and general manager in order to maintain a high manufacturer‑required CSI by maintaining an outstanding customer service delivery level within strict legal compliance and with unwavering ethics.

He/she achieves this by providing a true value‑add to the closing support function of the sales life cycle. First and foremost, the ideal F&I Assistant is a superior communicator who is an expert at building customer rapport and efficiently preparing and completing sales documents.

Benefits

• Medical - 4 plans (BCBS)
• Dental
• Vision
• Term Life
• Company‑paid Term Life
• STD/LTD
• Accident indemnity rider
• PTO / Sick days (annually)
• 401(k) with an employer match
• Employee Assistant Program
• FMLA / Maternity/Paternity Leave
• Bereavement Leave

Essential Functions

(Essential functions, as defined under the Americans with Disabilities Act, may include the following tasks, knowledge, skills and other characteristics.) This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class.

Duties and Responsibilities

The following is a representative list of the duties and responsibilities associated with this position:

• Assist the Finance and sales department in day to day operations.
• Check all Booked deals for the proper and necessary paperwork before they are sent to accounting.
• Complete product cancellations with customer and make sure we have all supporting documents, assist customers with follow up status on product cancellations.
• Resolve and communicate with finance managers on all funding delays.
• Keep Axcessa up to date with notes on the status of each deal and funding’s.
• Be tentative to finance phone calls when all finance managers are with customers.
• Provide customer service in making sure customers are assisted and all questions are answered with their financing and product concerns, communicating with the finance managers as needed.
• Check and follow up on outstanding and out of state tag work with our finance manager and/or Tag and Title department.
• Once Tag work is completed contact customer to see if they would like to pick up the completed tag work, otherwise confirm the mailing address and mail it to customer.
• Provide requested documents for Gap Claims or to customers as needed.
• Ground and purchase Lease trade in’s, ground lease turn in’s.

Physical Demands

• Sitting: Remaining in the seated position for long periods of time.
• Fingering: Picking, pinching, or otherwise working primarily with fingers rather than with the whole hand or arm as in handling.
• Talking: Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or to the public and to convey detailed spoken instructions to other workers accurately, loudly, or quickly.

Environmental Conditions

Be able to work in a climate‑controlled environment.

We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.