Finance and Insurance Assistant

First Degree Recruitment; Vereeniging; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency is seeking a Finance and Insurance Assistant for a vehicle dealership in Vereeniging. The role involves supporting the F&I Manager with finance applications, managing compliance documentation, and handling customer service inquiries. Candidates should have 1 to 3 years of experience in dealership finance and be proficient with DMS/CRM systems. Strong communication skills and a valid SA driver’s license are essential.

Qualifications

• 1 to 3 years of experience in dealership finance/admin support.
• Experience within the motor industry and dealership environment.
• Ability to handle volume and meet deadlines.

Responsibilities

• Support F&I Manager with finance applications.
• Verify KYC/POPI and deal documentation.
• Assist with warranties, service plans, and insurance add-ons.

Skills

Attention to detail

Customer service skills

Strong communication skills

Proficient in DMS/CRM

Education

Grade 12

NQF 4

Tools

Kerridge/Autoline

Evolve/Drive

Signio

Job description

Finance and Insurance Assistant - Vehicle Dealership in Vereeniging

The role would include some of the following duties: Supporting the F&I Manager with preparing and submitting finance applications, verifying KYC/POPI and deal documentation, loading deals on the DMS and bank portals, following up with banks for approvals and shortfalls, drafting and arranging signatures on contracts, assisting with VAPS (warranties, service plans, insurance add-ons) administration and customer explanations, reconciling pay-outs and ensuring vehicles are invoiced, delivered, and paid out by the respective bank within acceptable time frames, maintaining compliance files, and compiling daily/weekly/month-end reports.

Requirements:

• Minimum of 1 to 3 years’ experience in dealership finance/admin support (F&I/VAPS exposure).
• Experience working within the motor industry and dealership environment.
• Working with volume dealerships like Renault, Isuzu, Suzuki, VW etc.
• NQF 4 (FAIS/RE/NCA exposure advantageous; willingness to complete if required).
• Proven accuracy and attention to detail; ability to meet deadlines and handle volume.
• Strong communication, follow‑up, and customer service skills.
• Proficient on dealership DMS/CRM and bank portals (e.g., Kerridge/Autoline, Evolve/Drive, Signio, etc.).
• Valid SA driver’s licence.
• Grade 12.
• Clear credit and criminal record.

Send your CV to: [e-mail]