F & I

Job Description

Job Description

Qualifications  Other

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. Exerience with F&I product sales, or able to efficiently learn product information.

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 plans 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 to 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 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 business office operational activities related to providing insurance, finance, and extended service programs.

Working in co-operation 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-funtioning 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, exhibitjng 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.

Use personal follow-up, mailing lists, and tickler files to consistantly contact customers and promote additional sales and facilitate customer satisfaction.

Exemplify commitment to the dealership’s philosophy of excellent service for all customers, providing an example to other dealership employees.