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Finance and insurance manager skills for your resume and career

Updated January 8, 2025

3 min read

Finance and insurance manager example skills

Below we've compiled a list of the most critical finance and insurance manager skills. We ranked the top skills for finance and insurance managers based on the percentage of resumes they appeared on. For example, 19.0% of finance and insurance manager resumes contained customer service as a skill. Continue reading to find out what skills a finance and insurance manager needs to be successful in the workplace.

15 finance and insurance manager skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how finance and insurance managers use customer service:

Detail oriented focus and financial accuracy increased quality, profit and customer service, while eliminating finance contract funding problems.
Worked cross functionally with sales, marketing, operations, and customer service representatives to identify opportunities to enhance productivity.

2. Insurance Products

Here's how finance and insurance managers use insurance products:

Processed customer financial applications and finalization of approved bank promissory notes and recommended finance and insurance products.
Promoted and negotiated the sales of financial and insurance products for maximum department profitability.

3. Customer Satisfaction

Here's how finance and insurance managers use customer satisfaction:

Maintain excellent customer satisfaction throughout the finance process by offering personalized protection options and multiple avenues for their financial needs.
Provided superior customer satisfaction and devotion to guaranteeing customer satisfaction to the best of my abilities and within policy.

4. DMV

DMV is the department of motor vehicles in the United States of America. DMV is an agency that is state level and is under the control of the government. It deals with driver's license and registration of vehicles.

Here's how finance and insurance managers use dmv:

Prepared delivery documentation, including loan documents, DMV paperwork and other legal forms required by state and federal regulatory bodies.
Produced and ensured accuracy of all business documents and legal contracts, including vehicle titles and additional DMV paperwork.

5. Life Insurance

Here's how finance and insurance managers use life insurance:

Marketed and sold service contracts, life insurance, and other accessory aftermarket products
Sell life insurance and annuities to clients based upon a comprehensive financial analysis.

6. Health Insurance

Here's how finance and insurance managers use health insurance:

Handled the sale of all extended warranties, prepaid maintenance, Gap coverage, credit life and accident & health insurance.
Offered presentations and sales strategies for F and I products, life and health insurance policies and extended warranties.

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7. Sales Process

Here's how finance and insurance managers use sales process:

Cleaned schedules, Posted Deals, sales tax Assisted Customers with their vehicle purchase throughout the sales process.
Set up credit lines with large customers to facilitate new truck sales process and generate additional dealership income.

8. Disability Insurance

Here's how finance and insurance managers use disability insurance:

Achieved high levels of sales penetration for extended warranties, life and disability insurance, gap coverage and additional product line.
Offered Finance and/or insurance options to clients including Life and disability insurance on processed loans.

9. Product Penetration

Here's how finance and insurance managers use product penetration:

Develop a comprehensive selling process to help maximize the finance department's overall profitability and product penetration.
Delegate work load appropriately to assistant in order to focus productivity towards product penetration and loan finalization.

10. OFAC

Here's how finance and insurance managers use ofac:

Understand the Red Flag, OFAC, and privacy compliance requirements.
Initiated processes to improve the overall delivery process Implemented new process adhering to Federal and State OFAC Laws

11. Dealer Track

Here's how finance and insurance managers use dealer track:

Strengthened company's business by leading implementation of dealer track operating system.
Submitted paperwork either through dealer track or fax to obtain approval from finance sources on all deals.

12. Local Regulations

Laws that are limited in application to a particular constituency are called local laws.

Here's how finance and insurance managers use local regulations:

Secured approvals of leasing and financing through financial sources complying with Corporate, Federal, State, and local regulations.
Understand and comply with federal, state, and local regulations that affect the new- and used-vehicle and finance departments.

13. Car Sales

Car Sales require in-depth knowledge and understanding of the automotive market and its prices. Additional information for car sales includes each car's types, prices, and features that the dealership provides. Marketing and selling skills go hand in hand with car sales.

Here's how finance and insurance managers use car sales:

Served as a used car sales manager as a side role to produce a twenty percent increase in sales.
Worked with salespeople and customers to negotiate car sales with lenders.

14. Financial Institutions

Financial Institutions come in all sizes, forms, and are meant for all sorts of purposes. Some only keep money, some only trade it, some focus on extending loans, some work with only other financial corporations or regular business and companies, and some are built to be useful and multi-purpose. A central bank, for example, is a banking institution meant to keep an eye on other banks and ensure that no laws or rules are broken or bent.

Here's how finance and insurance managers use financial institutions:

Established relationships with numerous financial institutions to structure and approve deals; effectively managed external relationships with financial institutions.
Analyzed financial statements and maintained a positive and open relationship with various banks and financial institutions and negotiated.

15. ADP

Automatic Data Processing, Inc. (ADP) is a US provider of human resource management software and services. A personnel management system with which daily human resources processes are manageable and easily accessible. It fusion human resources as a discipline and its basic HR activities, and processes with the mastery of information technologies.

Here's how finance and insurance managers use adp:

Performed entire paperwork process within a six-person F & I team, billing 600+ cars monthly on the ADP system exclusively.
Supervised a sales and support staff of up to 20 and trained personnel in use of the ADP dealership platform.

5 Finance And Insurance Manager resume examples

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List of finance and insurance manager skills to add to your resume

The most important skills for a finance and insurance manager resume and required skills for a finance and insurance manager to have include:

Customer Service
Insurance Products
Customer Satisfaction
DMV
Life Insurance
Health Insurance
Sales Process
Disability Insurance
Product Penetration
OFAC
Dealer Track
Local Regulations
Car Sales
Financial Institutions
ADP
CSI

Insurance Sales
Honda
Vehicle Sales
Toyota
Structuring Deals
Service Contracts
Chrysler
Annuities
Corporate Channels
Ancillary Products
Necessary Paperwork
Insurance Programs
Loan Applications
Service Programs
Financial Products
Credit Reports

Credit Life
Credit Applications
Auto Loans
Lead Management
After-Market Products
Dealership Service Procedures
Gross Profit
Sales People
Credit Insurance
PVR
Competitive Interest Rates
Service Agreements
Lease Programs
Credit Worthiness
Insurance Policies
Federal Regulations

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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