Finance & Insurance Assistant at Jenkins Chevrolet of Venice in Venice, FL

Job description

• Working as a key member of our team, the Finance Assistant routinely collaborates with the sales team and general manager in order to maintain a high manufacturer-required CSI by maintaining an outstanding customer service delivery level within strict legal compliance and with unwavering ethics.
• He/she achieves this by providing a true value-add to the closing support function of the sales life cycle. First and foremost, the ideal F&I Assistant is a superior communicator who is an expert at building customer rapport and efficiently preparing and completing sales documents.

Responsibilities

• The following is a representative list of the duties and responsibilities associated with this position:
• Assist the Finance and sales department in day to day operations.
• Check all Booked deals for the proper and necessary paperwork before they are sent to accounting
• Complete product cancellations with customer and make sure we have all supporting documents, assist customers with follow up status on product cancellations
• Resolve and communicate with finance managers on all funding delays.
• Keep Axcessa up to date with notes on the status of each deal and funding’s
• Be tentative to finance phone calls when all finance managers are with customers
• Provide customer service in making sure customers are assisted and all questions are answered with their financing and product concerns, communicating with the finance managers as needed
• Check and follow up on outstanding and out of state tag work with our finance manager and/or Tag and Title department
• Once Tag work is completed contact customer to see if they would like to pick up the completed tag work, otherwise confirm the mailing address and mail it to customer
• Provide requested documents for Gap Claims or to customers as needed.
• Ground and purchase Lease trade in’s, ground lease turn in’s

Skills

Required

• Superior communication skills
• Expert at building customer rapport
• Customer service
• Attention to detail
• Ability to sit for long periods

Benefits

• Medical- 4 plans (BCBS)
• Dental
• Vision
• Term Life
• Company-paid Term Life
• STD/LTD
• Accident indemnity rider
• PTO / Sick days (annually)
• 401(k) with an employer match
• Employee Assistant Program
• FMLA / Maternity/Paternity Leave
• Bereavement Leave