Finance Manager

Keffer Automotive Group; Huntersville (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

Keffer Automotive Group in Huntersville, NC, is looking for a Finance and Insurance Specialist to manage insurance and finance products while ensuring customer satisfaction. Candidates should possess excellent communication skills and qualifications for a NC Sales License.

The role involves maintaining accurate financial records, cross-selling products, and ensuring compliance with company policies. Emphasis is placed on teamwork and providing exceptional customer service.

Qualifications

• Excellent communication skills required.
• Ability to complete paperwork accurately.
• Knowledge of finance and insurance products.

Responsibilities

• Perform all rate quotations and acquire approvals.
• Maintain files of insurance and financial agencies.
• Provide quality customer service and handle complaints efficiently.

Skills

Communication skills

Problem solving skills

Ability to work under pressure

Education

NC Sales License qualification

NC Notary preferred

Job description

Other

• Ability to complete paperwork accurately and stack a deal in order as required by the dealership.
• Ability to read and comprehend instructions and information.
• Professional personal appearance.
• Excellent communication skills.
• Ability to meet company's production and quality standards.
• Superior communication skills. Valid state insurance licence. Able to interact and get along with all customers. Experience with F&I product sales, or able to efficiently learn product information.

Qualifications

• NC Notary preferred
• Able to qualify for a NC Sales License

Physical Requirements

• Surroundings: Spend time indoors in air‑conditioned areas.
• Sitting: On a regular basis
• Standing: On a regular basis
• Walking: On a regular basis
• Bending, twisting and/or stooping: Infrequently
• Kneeling and/or squatting: Infrequently
• Lifting: 25 lbs to 50 lbs (infrequently)
• Reaching and/or lifting overhead: Infrequently
• Climbing stairs
• Repetitive hand/finger movement: On a regular basis
• Grasping/grabbing with hands: Infrequently
• Pushing and pulling: Infrequently

Expectations

General Expectations

• Devote himself/herself to insuring satisfaction to customers.
• Determine management, production and quality requirements by asking questions and listening.
• Attend Company Meetings As Required.
• Maintain a follow‑up system that encourages follow through with assigned projects.
• Establish personal performance goals that are consistent with company standards of productivity and devise a strategy to meet those goals.
• Review and analyze actions at the end of each day, week, month, and year to determine how to better utilize time and plan more effectively.
• Understand the terminology of the business and keep abreast of technology changes in products and services.
• Know and understand the federal, state and local requirements which govern the company’s business.
• Follow lawful directions from supervisors.
• Understand and follow work rules and procedures.
• Participate in performance management.
• Interact well with others and be a positive influence on employee morale.
• Uphold the company’s non‑disclosure and confidentiality policies and agreements.
• Work evening, weekend and holiday work hours as required.

Job‑Specific Expectations

• Perform all rate quotations. Present paperwork to and acquire approval from finance sources on all finance deals.
• Keep current files of active insurance and financial agencies. Maintain a Finance and Insurance logbook. Maintain monthly penetration reports on finance penetration.
• Determine a preferred percent of penetration and income, both monthly and annually, by devising finance forecasting in accord with sales department.
• Devise methods and establish procedures to enable proper and timely completion of all sales related paperwork. Scrutinize all paperwork for any errors and ensure accuracy of title, taxes, line information.
• Maintain budget and internal controls along with a dependable system of accounting. Set and achieve monthly sales objectives and goals. Provide reports, as requested.
• Maintain and expand skills and knowledge base through the pursuit of an ongoing program of formal and informal education in the area of expertise with a goal to preserve, enhance, and expand service. Belong to, or join, any appropriate associations.
• Provide a strong selection of available finance and insurance products by assertively recruiting and maintaining this healthy market base. Actively use sales techniques.
• Use effective problem solving skills to regularly review departmental activities.
• Create and maintain a positive working relationship with multiple finance sources, factory, and others.
• Yield satisfactory levels of profits and revenue for the dealership by selling insurance, finance, and extended service programs to all customers with both new and used automobiles. Actively cross‑sell accessories, parts, and ready‑to‑ride products to customers.
• Provide clear and direct supervision of the finance office operational activities related to providing insurance, finance, and extended service programs.
• Working in cooperation with the sales team, be available to give additional assistance to a sales person in the Automobile Sales Department as needed.
• Actively support overall company procedures and policies and uphold the dealer’s philosophy.
• Interact effectively and actively in cross‑functioning with all departments, with particular emphasis on the Service Manager and Sales Department.
• Be a liaison to all departments in issues regarding Finance and Insurance.
• Encourage all staff to provide quality Customer Service to all customers by actively modeling an exemplary degree of Customer Service. Handle all customer complaints courteously and efficiently, exhibiting a positive attitude, empathy, and our dedication to making the experience positive for our customers.
• Utilize the delivery of any new or used automobile to create an event that will facilitate customer loyalty to the dealership.
• Uphold a quality evaluation and enhancement program to assure extraordinary quality service to all customers. Establish and utilize a selling protocol that strongly emphasizes features and benefits so that all customers experience reliable interactions with the dealership.
• Exemplify commitment to the dealership’s philosophy of excellent service for all customers, providing an example to other dealership employees.