Finance and Insurance Manager - RV and Marine Industry

Unclassified - North Tonawanda, NY

Full-time - Mid Level

North Tonawanda, NY

About the position

Join our dynamic team in the RV and Marine industry as a Finance and Insurance Manager, where you will play a crucial role in facilitating financing and insurance solutions for our customers. This position combines financial expertise with customer service excellence to ensure a seamless purchasing experience tailored to the unique needs of recreational vehicle and marine enthusiasts. You will guide customers through financing options, collaborate with lending institutions to secure competitive financing terms, and present various financial products designed to protect our customers and their investments. Additionally, you will assist customers in selecting appropriate insurance coverage for RVs, boats, and related equipment, ensuring compliance with insurance requirements. In this role, you will partner with sales team members to integrate finance and insurance options into sales training, conducting training sessions to educate sales staff on finance products. You will also ensure adherence to regulatory requirements and internal policies related to finance and insurance transactions, maintaining accurate documentation for all transactions. Building rapport with customers to understand their financial needs and providing personalized solutions will be key to your success. You will track key performance metrics and generate regular reports to provide insights to management on the finance and insurance department's performance. This position requires a Bachelor's degree in Finance, Business Administration, or a related field, along with proven experience in finance and insurance management within the RV, Marine, automotive, or related industries. Strong negotiation skills, excellent communication abilities, and a customer-centric approach are essential. You must maintain a valid Notary Public and a valid driver's license with no major infractions. A background check and drug screening will be required. The role demands flexibility, as schedules and business requirements can change without advance notice, and you may need to work overtime or travel out-of-town occasionally.

Responsibilities

• Guide customers through financing options tailored to RV and marine purchases.
• Collaborate with lending institutions to secure competitive financing terms and streamline approval processes.
• Present financial products such as service contracts, paint and fabric protection, tire protection, roadside protection, insurance, and other products designed to protect our customers and their investments.
• Assist customers in selecting appropriate insurance coverage for RVs, boats, and related equipment.
• Facilitate insurance applications and ensure compliance with insurance requirements.
• Partner with sales team members to integrate finance and insurance options into sales training.
• Conduct training sessions to educate sales staff on finance products, promoting cross-functional knowledge and sales effectiveness.
• Ensure adherence to regulatory requirements and internal policies related to finance and insurance transactions.
• Maintain accurate and complete documentation for all finance and insurance transactions.
• Build rapport with customers to understand their financial needs and provide personalized solutions.
• Handle inquiries and resolve issues related to finance and insurance matters promptly and professionally.
• Track key performance metrics such as finance penetration rates, product penetration, and customer satisfaction scores.
• Generate regular reports and provide insights to management on finance and insurance department performance.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field; additional certifications (e.g., F&I Certification) preferred.
• Proven experience (3+ years) in finance and insurance management within the RV, Marine, automotive, or related industries.
• Knowledge of finance and insurance products, regulations, and compliance requirements specific to RV and marine sectors.
• Strong negotiation skills and ability to close deals effectively.
• Excellent communication and interpersonal skills, with a customer-centric approach.
• Ability to work collaboratively in a team environment and thrive in a fast-paced, customer-driven industry.
• Maintain a valid Notary Public is required.
• Must have at the time of hire, and maintain throughout employment, a valid driver's license with no major infractions.
• A background check and drug screening must be successfully completed.

Nice-to-haves

• Knowledge of bank rates and lender status is required.
• Ability to plan, schedule and assign work and instruct staff.
• Attention to detail is critical for this position.
• Ability to be flexible, since schedules and business requirements can change without advance notice.
• Ability to work overtime on short notice or no notice, and travel out-of-town, sometimes overnight, on occasion.
• Skilled in establishing and fostering professional contacts.
• Expert knowledge and ability in applying the organizational sales process effectively.

Benefits

• 12-month, Fully Commissioned
• Paid Commission and/or bonuses where applicable
• Paid Time Off
• Yearly Profit Sharing Bonus
• Employee Purchase Program
• Employee Borrow Program (Borrow a Camper and Go Camping)