Finance and Insurance managers offer finance and insurance options to various clients on behalf of established lenders or finance providers. The finance and insurance managers are hired mainly to act as an intermediary between the lenders and the clients for negotiating terms and finalizing finance deals. The most common roles and responsibilities that are normally executed by these managers include – explaining the clients regarding the offerings and recommending the appropriate scheme or product, negotiating contract terms, finalizing rates, checking applications and completing paperwork.
A successful finance and insurance manager is the one who is capable enough to negotiate terms and complete the finance deal without hitting the profit margin of the company, additionally, these managers are expected to possess qualifications such as staying updated on federal rules and laws governing financing and insurance and very strong communication skill. A degree from any field with equivalent experience in Finance is commonly seen on the Finance and Insurance Manager Resume.
Summary : Able to respond to customer queries and concerns with complete integrity and accuracy. Adept at helping match customers with the most ideal and cost-effective vehicle available.
Offered vehicle financing and insurance to customers and provided them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies.
Processed financing and leasing deals accurately and securing approval through financial sources to secure approval and through the proper federal, state and corporate channels.
Understanding and complying with federal, state and local regulations that affect the new and used-vehicle and finance departments.
Training and providing the sales team with information on finance and lease programs and the benefits of the dealership's financing and extended service programs.
Established relationships with new customers - Showed customers how to use acquired vehicles after delivery.
Maintained contact with existing customers through meetings, emails and by phone.
Advised customers regarding payment options; loans and leasing banking terms.
Negotiated delivery and price variations Discuss customers' needs and advise them on the most suitable vehicle Sale an average of ten cars.
Experience
7-10 Years
Level
Management
Education
Finance
Sr. Finance and Insurance Manager Resume
Summary : Experienced sales, marketing and management professional currently excelling in the automotive sales industry. Success can be attributed to hard work, communication skills, ability to work well with people, and leadership skills..
Skills : Sales, Lead Generation, Closing.
Description :
Guided Finance department operations, providing supervision and oversight to sales staff.
Maintained collaborative, trustful relationships with lenders with a focus on achieving customer approvals and identifying emerging loan products and trends.
Served as a subject matter expert in addressing financial and insurance programs/issues.
Maintained high CSI ratings for both dealerships.
Ensured adherence to all legal and regulatory requirements.
Implemented strategies for Pacific Ford that resulted in 450-500 N/U monthly with $3,600+ in front- and back-end gross combined; recognized as a top producer within the department.
Averaged $1,100+ per retail back-end with 80-85% finance and 80% special finance penetrations, as well as 65-70% warranty, 25% lease, 35-40% aftermarket, and 50-55% gap penetrations while with Pacific Ford.
Experience
7-10 Years
Level
Management
Education
Financial Management
Jr. Finance And Insurance Manager Resume
Summary : Seeking a position in automotive sales management where can utilize experience to lead a sales team, increase sales, and maximize profit while maintaining high customer satisfaction.
Assist the sales staff in structuring commercial vehicle sales deals, holding deals together and protecting the front-end gross profit of the branch.
Collect, verify and submit all necessary information to financial institutions for credit consideration.
Educate and guide customers in the financing process.
Communicate with the sales professional's approval/denial status and/or additional requirements needed to close the sale.
Personally meet with every customer before and during the closing, ensuring every customer has all repayment, risk management, and vehicle protection options reviewed and explained to enable them to make an informed decision with regard to the options available in connection with their purchase.
Fully disclose to customers the costs, terms and contractual obligations of any finance and/or lease transactions Soft product sales.
Sold New and Used Car Buyers Financing and Insurance Programs.
Worked with Financial Lenders to Give Fair Interest Rates to Buyers.
Experience
7-10 Years
Level
Management
Education
Diploma In General
Finance And Insurance Manager III Resume
Objective : Seek to contribute own strong interpersonal communication skills, experience, and business knowledge in line with the culture and mission of your Company.
Oversee and work closely with all dealership client advisors to promote product exposure, reinforce word track usage, and completed accurate documentation.
Utmost attention to detail during all signing of documentation, review of figures, and presentation of finance and insurance product.
Maintain strong and positive working relationships with all dealer representatives.
Present financial and insurance products to all clients where applicable, and secure greatest amount of reserve possible in every situation.
Understand and keep up to date record of current finance rates, sales support programs, and insurance product offerings from all sources.
Establish rapport and follow up with clients on all pending deals to perfect titling, and ensure compliance is met on all legal documentation.
Submit credit applications to lenders for approval, maintaining strong working relationships with lenders, and keeping up to date with any and all documentation requirements.
Experience
2-5 Years
Level
Junior
Education
BBA In Economics
Finance And Insurance Manager Resume
Summary : Self motivated and hardworking employee seeking new career after relocating to the Florida keys. An extremely patient person who posses great people skills and laser like focus.
Skills : Customer Service, Microsoft Office, Budgeting, Office Management, Sales.
Description :
Represent the lending institutions at the two dealership locations.
Responsible for pre-qualifying and issuing loans to customers.
Responsible for Lenders and Dealership Management to insure all regulatory issues are met satisfactorily.
Coordinate with AZ Motor Vehicle Department (MVD) to al title work and ensure all titles and registrations are issued correctly and timely.
Resolve problems quickly and communicate results with the customer.
Prequalify and issue the appropriate Life, Health or Property and Casualty Insurance Policies to clients.
Customer financing Credit insurance Accounts receivable Monitoring floor plan Public relations.
Experience
10+ Years
Level
Senior
Education
Business
Finance And Insurance Manager III Resume
Summary : To work for a company that will enhance the skills already have, as well as provide with the opportunity for professional growth and advancement opportunities. Strong, motivated, hard-working individual with superior people skills.
Skills : Negotiation, Superior Time Management, Closing, Listening, Customer Service, Critical Thinking, Written and Verbal Communication, Management.
Description :
Responsible for securing financing for customers purchasing equipment, including managing six salesmen and their customers and deals.
Responsible for contracts and all corresponding paperwork including title work.
Responsible for maintaining relationships with several commercial lenders.
Responsible for record-keeping and keeping updated on financial regulations related to commercial lending.
Work with sales coordinator to process truck deals.
Worked with salespeople and customers to negotiate car sales with lenders.
Marketed and sold disability, life insurance and aftermarket warranties.
Administered the preparation of legal forms required by state and federal regulatory agencies Took a lead role in maintaining company compliance Demonstrated proficiency and strong ability to handle sub-prime lending.
Experience
10+ Years
Level
Senior
Education
Business Administration
Finance and Insurance Manager II Resume
Summary : Highly skilled in warranty, rate, and aftermarket sales. Strong background in closing deals and customer service. Skilled at reading and interpreting information on schematics, wiring diagrams, and in technical manuals. Effective supervisor and trainer of small and large groups of sales and telecommunications personnel.
Skills : Computer Skill, Various CRM tools and Software, Trainer.
Description :
Responsible for ensuring all deals are structured properly and all paperwork is complete to keep the dealership in compliance with State and Federal Laws.
Maintained over an $2000 per vehicle average on 75 to 100 vehicles per month by selling various aftermarket products.
Improved the stores overall department average by $800 per vehicle.
Earning the store more than $3.4 million per year.
Introduced, trained and managed new selling systems utilizing and maximizing the dealerships own customer base which increased sales by over 30 vehicles per month.
Created a positive working environment for all employees.
Conducted daily and weekly training sessions.
Created various different avenues of income selling warranty and aftermarket products to the existing customer base.
Experience
7-10 Years
Level
Management
Education
Business Administration
Finance and Insurance Manager I Resume
Summary : People Oriented Team Player Computer knowledgeable Proficient in Microsoft Office - Power Point, Word, Excel.
Skills : Microsoft Office, Computer Loan Applications, Customer Service Skills.
Description :
Met with loan applicants to obtain information for loan applications and answer questions about the loan process.
Explained to customers the loan options and terms available.
Sold aftermarket products such as extended warranties as well as credit life and disability insurance.
Review applications and approve within specified limits and refer applications outside those limits to various lenders for review.
Complete loan paperwork and obtain signatures and necessary documentation.
Collected payments for loans as well as service department accounts.
Met and exceeded monthly goals for aftermarket products approximately 90% of the time.
Met and exceeded annual goals every year I held the position of F&I Manager.
Experience
10+ Years
Level
Senior
Education
Diploma
Finance and Insurance Manager/Executive Resume
Headline : Finance and Insurance Manager is responsible for managing the financial function of the company. This includes managing financial reporting, forecasting, and budgeting, as well as working closely with the CFO and other key team members. It also includes working with external third parties to assess partnerships and licensing opportunities.
Responsible for sourcing financial products, reviewing and submitting credit applications to the banks with best rates and commissions within corporate guidelines.
Sell financing and other finance and insurance products to customers, ensuring all customers are aware of their options when purchasing their new vehicle.
Take a leadership role in providing solutions to employee and customer problems.
Instruct and train sales associates in the methods of selling finance and lease options to the customer.
Check all paperwork for the correct title, lien information, taxes, etc.
Manage a pending and delivered a report on a daily basis.
Consistently hit and exceeded the per copy goal set by the General Manager.
Experience
5-7 Years
Level
Executive
Education
Sales And Marketing
Finance and Insurance Manager/Representative Resume
Summary : Dependable, goal-oriented, hardworking professional in search of the right opportunity. Successful experience in start-ups, management training, sales management and merchandising.
Skills : ADP, Menu System, Microsoft Suite.
Description :
Responsible for all deals contracted in the F & I department.
Establish and maintain good and working relationships with 20 plus finance sources.
Sell financing, Vehicle Service Contracts, and other finance and insurance products to customers to ensure additional revenue for company.
Submit paperwork and obtain approval from finance sources on all finance deals.
Ensure that all required documents are obtained and submitted to the finance source so monies can be paid in a timely manner.
Work with Sales Manager to secure reasonable profit from every sale.
Often called to close deals on the sales floor.
Check all paperwork for correct title, lien information, taxes, collect deposits, and verify payoffs.
Experience
7-10 Years
Level
Management
Education
Finance
Finance and Insurance Manager/Specialist Resume
Summary : High-performing Finance & Insurance Manager looking for a position with a dynamic dealership. Customers with a consultative approach, guiding them into solutions that best fit their needs.
Skills : Microsoft Office, Leadership Development, Leadership.
Description :
Resolve customer complaints regarding sales and service.
Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.
Monitor customer preferences to determine focus of sales efforts.
Direct and coordinate activities involving sales of manufactured products, services, commodities, real estate or other subjects of sale.
sold vehicle service contracts, gap protection, life and disability insurance, received confidential credit information from customers and disseminated it to potential financing institutions for credit evaluation.
prepared sales conctracts for customer review and signatures.
prepare and executed state registration paperwork.
Experience
10+ Years
Level
Senior
Education
Microbiology
Finance and Insurance Manager Resume
Summary : Finance and Sales Professional more than 13 years experience whose success is based on integrity, exceptional customer service, efficiency and ambition. Self motivated and highly proficient in developing creative solutions and implementing objective decision making.
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