Finance & Insurance Manager

Mau Marine; Okoboji (IA); On-site; USD 60,000 - 90,000; Full time

Job summary

Mau Marine, a family-owned marine dealership in Okoboji, IA, seeks an F&I Manager to oversee major unit financing, after-care products, and lender relations. You will facilitate financing options, insurance products, and interdepartmental communication to ensure successful delivery of boats and services.

The role requires coordinating with Sales, Service, and extended service providers, securing quality options for customers, and maintaining timely paperwork to meet dealership standards.

Qualifications

• Experience in auto dealership financing and insurance products.
• Strong communication and presentation skills to explain options to customers.
• Ability to maintain relationships with lenders and vendors.

Responsibilities

• Act as a principal contact between customers and financing options.
• Coordinate with Sales, Service, and Financing providers to ensure smooth delivery of products.
• Meet dealership customer satisfaction standards and objectives.
• Maximize financing and insurance product sales per management guidance.

Skills

Customer service

Sales

Interpersonal skills

Finance knowledge

Tools

CRM systems

Financing platforms

Job description

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