Top Finance And Insurance Manager Skills

Below we've compiled a list of the most important skills for a Finance And Insurance Manager. We ranked the top skills based on the percentage of Finance And Insurance Manager resumes they appeared on. For example, 11.5% of Finance And Insurance Manager resumes contained Vehicle Sales as a skill. Let's find out what skills a Finance And Insurance Manager actually needs in order to be successful in the workplace.

The six most common skills found on Finance And Insurance Manager resumes in 2020. Read below to see the full list.

1. Vehicle Sales

high Demand
Here's how Vehicle Sales is used in Finance And Insurance Manager jobs:
  • Manage the financial/insurance department of a commercial vehicle sales organization.
  • Assisted customers with a broad knowledge of vehicle sales, insurance, lender programs, and extended service contracts.
  • Oversee the sales to finance process during vehicle sales including the accuracy of the salesperson's deals.
  • Completed all Credit applications and obtained Financing for all vehicle sales that were not cash transactions.
  • Presented automotive aftermarket products, service contracts and financing to new and used vehicle sales customers.
  • Maintain level of standard for sales products that are associated with vehicle sales and finance.
  • Process and oversee the funding of all retail and wholesale vehicle sales.
  • Financed approximately $22 million in vehicle sales during my tenure.
  • Managed All Financing and Leasing for 700 Vehicle Sales Dealership.
  • Manage new and used vehicle sales from start to finish.
  • Coordinate financing options for new and used vehicle sales.
  • Processed all paperwork for new and used vehicle sales.
  • Assisted Sales Department in vehicle sales.

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2. Financial Institutions

high Demand
Here's how Financial Institutions is used in Finance And Insurance Manager jobs:
  • Established relationships with numerous financial institutions to structure and approve deals; effectively managed external relationships with financial institutions.
  • Worked to procure financing for Recreational Vehicles by obtaining credit information for submission to financial institutions.
  • Maintained relationships with financial institutions and extended warranty companies to ensure and monitor dealership profits.
  • Worked with financial institutions to obtain credit approval and prepared financing and legal documents.
  • Coordinated the completion of documents required to originate loans with the different financial institutions.
  • Collect, verify and submit all necessary information to financial institutions for credit consideration.
  • Maintained record gross profits while building strong relationships with various Financial institutions.
  • Manage relationships with customers and financial institutions to close pending sales transactions.
  • Developed business to business relationships with financial institutions and other vendors.
  • Secured financing with several Banks and financial institutions for our customers.
  • Managed financing and leasing deals through financial institutions to secure approval.
  • Established and maintained business relationships with financial institutions and insurance companies.
  • Worked with financial institutions to ensure timely completion of transactions.
  • Set up financial institutions partnerships and processed application for credit.
  • Submitted loan applications to financial institutions for verification and recommendation.
  • Secured financing for all customers through various financial institutions.
  • Collaborated with financial institutions to facilitate and account transfers.
  • Negotiated rates and credit approval with financial institutions.
  • Negotiated with financial institutions to secure proper financing.
  • Negotiated Lease/Finance deals between dealership and Financial Institutions.

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3. Dealer Track

high Demand
Here's how Dealer Track is used in Finance And Insurance Manager jobs:
  • 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.
  • Create bank contracts and assure interest rates/monthly payments are correct through Dealer Track.
  • Follow through on funding's via dealer track to ensure deals have 24-72 hour fund dispersement.
  • Review and call back deals and emails and any counter offer s on dealer track.
  • Submit applications through dealer track technologies and individual bank web portals.

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4. Sales Goals

high Demand
Here's how Sales Goals is used in Finance And Insurance Manager jobs:
  • Conducted motivational training seminars to drive business performance and achieve sales goals.
  • Work with Sales Managers to ensure individual and department sales goals are met.
  • Set corporate sales goals and objectives, supervising daily activity to attain them.
  • Exceed all targeted sales goals and maintain a high customer satisfaction rating.
  • Train associates to achieve sales goals, communicate openly and effectively.
  • Exceeded sales goals in fast paced, highly competitive environment.
  • Provide objectives and support to meet monthly sales goals.
  • Ensured achievement of all sales goals.
  • Hire & Train new personnel * Maintained and met monthly sales goals.
  • Reached and exceeded sales goals Responsible for increased sales performance Excellent customer service
  • Finance and Insurance Manager Cincinnati, OH Consistently exceeded corporate sales goals.

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5. Customer Service

high Demand
Here's how Customer Service is used in Finance And Insurance Manager jobs:
  • 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.
  • Contract development and account settlement and ongoing maintenance and customer service.
  • Negotiated with lenders by providing exceptional customer service and competitive rates.
  • Develop procedures to increase efficiency, profitability and customer service ratings.
  • Present contract to customers in a customer service orientated environment.
  • Deliver great customer service along with maximizing earning potential.
  • Demonstrated excellence in internal and external customer service skills.
  • Received recognition for outstanding customer service.
  • Trained, developed, mentored and led staff to increase sales and provide outstanding customer service; Maximized F & I.
  • Ensured top quality customer service, achieving company penetration goals on insurance, financing and before and after market dealer options.
  • Managed book of business for 3000 active policies while being the main point of contact for customer service.
  • Assisted and coached a team of sales professionals in the areas of customer service and understanding aftermarket products.
  • Protect the financial investment of the owners by putting customer service first, and getting deals done.
  • Provided exceptional customer service to all our clients with a focus on service after the sale.
  • Maintained very high levels of customer service and prepared service appointments and transportation for clients.
  • Spearheaded a strong focus on customer service and quality service to create a viable department.
  • Safeguard customer service index scores to protect the dealership's reputation and future business.
  • Trained and coached staff to demonstrate strong sales skills while providing excellent customer service.
  • Managed and maintained a high level of customer service in the finance department.

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6. Car Sales

high Demand
Here's how Car Sales is used in Finance And Insurance Manager jobs:
  • 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.
  • Handled all car sales transaction related to finance and insurance.
  • Acted as back-up for New and Used Car Sales Managers.
  • Maintain car sales over 12 each every month.
  • Closed new and used car sales.
  • Finance Manager for new car sales.
  • Moved to car sales after that and I was always at the top on the sales board.
  • Manage car sales through F&I procedure.
  • Structure deals for finance department, coordinate financing terms with various lendersFloating New Car Sales Manager*Reported directly to General Manager.
  • Motivated and trained employees and implemented incentive programs to increase employee productivity.Worked weekend car sales events as finance and insurance manager
  • Used Car Sales Accomplishments/ Primary Finance & Insurance Manager from 1/1999 - 4/2000.
  • Budget Rental Car Sales Managed F&I office.

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7. Loan Applications

high Demand
Here's how Loan Applications is used in Finance And Insurance Manager jobs:
  • Process loan applications, maintain relationship with lending institution.
  • Received auto loan applications and structured potential deals.
  • Coordinate motorcycle benefits, process loan applications, warranty registrations, and major unit sales.
  • Process customer loan applications and secure loans through local banks and manufactures credit plans.
  • Submitted loan applications and conducted loan closings on finance, cash and lease contracts.
  • Received and approved auto loan applications, supporting loan officers and managed multiple files.
  • Examined, evaluated, and processed over 100 loan applications per month.
  • Review credit and loan applications.

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8. After-Market Products

high Demand
Here's how After-Market Products is used in Finance And Insurance Manager jobs:
  • Generated maximum profit per transaction by offering extended warranties, insurance and after-market products.
  • Presented and sold various finance, insurance, and after-market products to customers purchasing new and used vehicles.
  • Sell after-market products to new automobile owners, e.g.

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9. Credit Reports

high Demand
Here's how Credit Reports is used in Finance And Insurance Manager jobs:
  • Initiated processing of applications, including evaluation of credit reports, qualifying individual applications and submission to lenders.
  • Worked offering to customers vehicle financing and insurance options while analyzing their credit reports and financial profile.
  • Review and analyze consumer credit application and credit reports.
  • Pulled credit reports and created and managed loans for clients who couldn't afford the full up front cost of the program
  • Brokered financing and insurance plans, which included analyzing credit reports and other personal financial data, and drafting sales structures.
  • Pulled credit reports in order to best match customers with the lending company that would work best for their needs.
  • Secured credit reports and decided upon approval of immediate disclosure of vehicle to client.
  • Analyze credit reports; be able to recognize a conventional deal and turnover accordingly.
  • Analyze credit reports and structure deals to submit to lenders to be bought.
  • Analyzed credit reports and recognize a conventional deal and turn over accordingly.
  • Review consumer credit reports for banks and lenders for auto finance.
  • Reviewed all credit reports and selected the best financial institution.
  • Evaluate customer's financial and credit reports.
  • Evaluated credit reports from customers.
  • Analyzed and interpreted financial information and evaluated credit reports to assess eligibility for loans.
  • Obtained and analyzed client credit reports to determine qualifications for purchase.
  • Evaluate credit reports to determine eligibility for loans.
  • Analyze credit scores by using FICO credit reports to determine if clients are eligible for a car loan.
  • Review consumer credit reports for banks and lenders, Develop and train sales associates.
  • Pull credit reports and analyze credit background to determine feasibility of "on the spot" deliveries.

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10. Service Contracts

high Demand
Here's how Service Contracts is used in Finance And Insurance Manager jobs:
  • Raised the sales of add-on products, such as insurance, extended warranties, and extended service contracts by 28%.
  • Generated additional income through the sales of credit insurance, vehicle service contracts, GAP coverage, and maintenance plans.
  • Increased profit for the dealership through the sale of extended service contracts, maintenance plans, total loss protection etc.
  • Promoted and sold aftermarket products suck as GAP Insurance, Extended Service contracts and many other vehicle protection products.
  • Achieved $100K+ in monthly sales revenue; sold service contracts to more than 60% of customers.
  • Sell and write insurance policies and extended service contracts for new and/or used motorcycles and ATV's.
  • Maintain good lender relations as well as sell credit insurance and service contracts.
  • Marketed and sold service contracts, life insurance, and other accessory aftermarket products
  • Service Contracts, Pre-Paid Maintenance, GAP & Credit insurance.
  • Administered service contracts and life insurance program.
  • Lead the sales team, desk deals, upsell extended warranties, gap, service contracts.
  • Worked with lender to obtain financing for prospective buyers.. Sold service contracts and aftermarket products
  • service contracts and after sale.
  • Extended Service Contracts, Life and Accident & Health Insurances, GAP Insurance, Security Systems, etc.).
  • Increase dealership profit by selling vehicle maintenance contracts, service contracts, gap insurance, and Perma Plate contracts.

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11. Warranty Penetration

high Demand
Here's how Warranty Penetration is used in Finance And Insurance Manager jobs:
  • Exceeded industry standards with 53% warranty penetration and a $1000 per car average.
  • Compiled reports that detailed monthly warranty penetration figures as well as back end profits.
  • Led dealership in warranty penetration delivering an average of $1,000 per copy.
  • Averaged per copy $2100 per copy and over 70% warranty penetration.
  • Maintained high PRU and over 40 percent warranty penetration.
  • Achieved 43% warranty penetration average as finance manager.
  • averaged $1,400 per copy with 63% finance penetration, 72% warranty penetration, and 1.6 PPR

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12. Complete Explanation

high Demand
Here's how Complete Explanation is used in Finance And Insurance Manager jobs:
  • Provided thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies.
  • Provide customers with complete explanation of manufacturer and dealership service procedures and policies.
  • Complete explanation of manufacturer & dealership service procedures.

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13. Interest Rates

high Demand
Here's how Interest Rates is used in Finance And Insurance Manager jobs:
  • Initiated relationships with new lending institutions and leveraged working relationships with existing lenders to secure competitive interest rates and financing programs.
  • Established solid relationships with new lending institutions and maintained an excellent working relationships securing competitive interest rates and financing programs.
  • Worked with new lending institutions and maintained good working relationships to secure competitive interest rates and financing programs.
  • Developed personal relationships with buyers and lending agencies to secure competitive interest rates and financing programs.
  • Identify customer needs and expectations, understanding loan programs to provide competitive interest rates.
  • Negotiated low interest rates with banks and lending institutions
  • Secure competitive interest rates and financing programs.
  • Negotiated interest rates with various banking institutions.
  • Validated that all deal stipulations were met at time of delivery, explained payment schedules and interest rates to the customers.
  • Introduced presentations for warranty, gap, maintenance, tire and wheel, complete protection, and finance interest rates.
  • Sustained 91% finance penetration averaging $656 profit by negotiating optimal interest rates for clients while maximizing dealerships revenue.
  • Obtained new lending institutions & maintained the highest ethical working relationships to secure competitive interest rates & financial program.
  • Liaised with multiple credit and lending institutions in order to negotiate the best interest rates and lending terms.
  • Worked with financial lenders to give fair interest rates to buyers, while upholding the highest ethical standards.
  • Work and negotiate with financial lenders to give fair interest rates to buyers and affordable loan terms.
  • Negotiate with 1-6 financial lenders at one time to give fair interest rates and programs to buyers.
  • Review and discuss the disclosing of the sale, including finance charges and interest rates.
  • Disclose to customer all aspects of the sale including finance charges and interest rates.
  • Calculated transfer fees, license fees, insurance premiums, and interest rates.
  • Worked with Financial Lenders to Give Fair Interest Rates to Buyers.

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14. Insurance Products

high Demand
Here's how Insurance Products is used in Finance And Insurance Manager jobs:
  • 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.
  • Maintained an extensive knowledge of available financing and insurance products and alternatives.
  • Followed insurance industry guidelines and regulations to sell insurance products.
  • Present additional insurance products to build value and profitability.
  • Present financial and insurance products to all clients where applicable, and secure greatest amount of reserve possible in every situation.
  • Increased dealership profitability through sales of financial and insurance products as well as meeting federal and state regulation compliance.
  • Ensured to abide by federal, state, and local laws governing auto finance programs and insurance products.
  • Managed the forecasting and planning process for Group Insurance products with over $2 billion in revenues.
  • Arranged financing for new and used vehicles as well as sold insurance products and extended warranties.
  • Trained and reviewed finance and insurance products with sales staff and customers as needed.
  • Maintained a working knowledge of lender programs, customer benefits, and insurance products.
  • Arranged financing for customers and offered insurance products to help them protect their investment.
  • Exceeded company objectives with 50 percent sales penetration level of finance and insurance products.
  • Provided financing and insurance products to customers and enhanced customer's sales experience.
  • Acquired credit approvals and assisted customers in the purchase of insurance products.
  • Consulted with customers on potential buy with payments and insurance products.
  • Negotiated automobile sales, finance and insurance products direct to consumers.
  • Achieved target market penetration for sales of finance and insurance products.
  • Produce additional revenue certified to sell finance and insurance products.

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15. Sales Department

average Demand
Here's how Sales Department is used in Finance And Insurance Manager jobs:
  • Conduct training for each sales department and monitor factory certification requirements.
  • Coordinated with sales department and evaluated customer credit worthiness.
  • Reconciled commission reports for the sales department
  • Conduct training sessions for the sales department, to provide support with an environment of teamwork and assistance in closing deals.
  • Defined, implemented, and inspected all aspects of dealership training procedures, as they related to the sales department.
  • Trained and educated the sales department on program benefits and the impact on the strategic direction of the company.
  • Verified purchase information by reviewing sales contract data, conferring with sales department, making adjustments as needed.
  • Promote the professional growth of the sales department and continually pursue opportunities for career training and development.
  • Create and maintain programs with the sales department to refer all sales to F&I.
  • Used effective communication with sales department and third party banks to increase number of customer approvals
  • Promoted by General Manager from the sales department to run the F&I department.
  • Conducted training with sales staff to improve transition from sales department to finance department.
  • Create & maintain relationships with the new, used, and lease sales departments.
  • Assisted finance director and worked with sales department to forecast monthly sales objectives.
  • Recruit, hire and develop associates for the sales department and finance department.
  • Supported the Sales Department by interacting with customers to help close the sale.
  • Increased sales department efficiency by 65% with management of daily operations.
  • Work with sales department to effectively arrange financing for customer vehicle purchases.
  • Managed sales department, including answering phone and opening and closing shop.
  • Created appointments and worked as a liaison for the sales department.

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16. Disability Insurance

average Demand
Here's how Disability Insurance is used in Finance And Insurance Manager jobs:
  • 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.
  • Negotiated after-market contracts for the F&I department including life and disability insurance.
  • Sell Mechanical Repair Agreements, Maintence Plans, Tire & Wheel Protection, Life & Disability Insurance.
  • Sell life and disability insurance, extended warranties and various other add-ons.
  • Obtained and operated with a Credit Life and Disability Insurance Lic.
  • Processed customer loans Sold life, credit, and disability insurance to buyers Hired, trained, and supervised sales staff.

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17. Finance Department

average Demand
Here's how Finance Department is used in Finance And Insurance Manager jobs:
  • Increased productivity for the finance department and brought clarity to the operation without losing profitability.
  • Determined and implemented the legal responsibilities of the finance department.
  • Assisted in increasing profitability of the entire Finance department.
  • Initiated and developed a strong secondary finance department.
  • Complete responsibility of the Finance Department.
  • Increase profitability within the Finance department.
  • Set up and maintain a program which will ensure one hundred percent turnover to the finance department.
  • Screened telephone calls and all visitor requests into the Finance Department and answered routine questions customers had.
  • Accomplished in sales through product knowledge and customer rapport in both cars and the finance department.
  • Maintain turnover program which will insure a 100% turnover ratio to the Finance department.
  • Helped raise the finance departments Customer Satisfaction Index score above national average in all categories.
  • Led finance department in total sales closed and profits with $46,200 monthly earnings.
  • Directed and coordinated the activities of a finance department of a local automobile dealership.
  • Managed the auto finance department for the largest dealership in the WNY area.
  • Increased finance department's net dollar per car by $150 per car.
  • Improved cash flow by developing new accounting processes among the finance department team.
  • Managed operations of a $1.5 million finance department for used vehicles.
  • Increased productivity for the finance department and brought organization to the department.
  • Manage all the day to day operations of the Secondary Finance Department.
  • Guided Finance department operations, providing supervision and oversight to sales staff.

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18. Credit Life

average Demand
Here's how Credit Life is used in Finance And Insurance Manager jobs:
  • Handled the sale of all extended warranties, prepaid maintenance, Gap coverage, credit life and accident & health insurance.
  • Offered multiple insurance options including extended service warranties, GAP, A&H, credit life and environmental warranty coverage.
  • Educate consumer on warranties, gap insurance and credit life insurance products available through dealership.
  • Credit Life and Disability, Extended Warranties, Security Systems, etc.
  • Processed all credit life and disability claims through Ford Life Insurance Company.
  • State certified Credit Life and Disability.
  • Sell warranties, credit life insurance and after market products.

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19. Local Regulations

average Demand
Here's how Local Regulations is used in Finance And Insurance Manager jobs:
  • Understand and comply with federal, state, and local regulations that affect the new- and used-vehicle and finance departments.
  • Secured approvals of leasing and financing through financial sources complying with Corporate, Federal, State, and local regulations.
  • Complied with federal and local regulations that affect new and used vehicle and finance departments.

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20. Insurance Department

average Demand
Here's how Insurance Department is used in Finance And Insurance Manager jobs:
  • Increased Finance & Insurance Department performance and profitability by 30% while keeping a 100% customer satisfaction rating.
  • Recruited to revitalize Finance and Insurance department revenue which had fallen well below industry standards.
  • Managed a Group pricing team and filings with the State of Connecticut insurance department.
  • Developed an ideal working relationship between the Sales Department and Finance and Insurance Department.
  • Started in The Insurance department, handling collision and comprehensive policies for existing customers.
  • Developed a profitable Finance & Insurance department for a full service truck dealership.
  • Promoted from Accounts Receivable clerk to manage the Finance and Insurance department.
  • Established and managed the company's initial finance and insurance department.
  • Backed up Finance and Insurance department when necessary.
  • Created and built Finance and Insurance Department.
  • Set up Finance & Insurance Department.
  • Managed Finance and Insurance Department.
  • supervised the overall function of the Finance and Insurance Department including the training of new Finance Managers.
  • Handled all facets of finance and insurance department Know and implemented dealership policies and procedures.
  • Helped establish the Finance & Insurance Department in a newly purchased dealership Responsibilities same as above
  • Handled all facets of finance and insurance department Rehash deals with lenders.

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21. CSI

average Demand
Here's how CSI is used in Finance And Insurance Manager jobs:
  • Maintained extremely high CSI scores through excellent customer- focus finance experiences and customer education.
  • Profit index 305 62% combined aftermarket penetration CSI rated best in company 98% of deals funded within 5 days.
  • Arrange finance and Insurance packages for customers with a focus on high CSI/SSI, product sales and income.
  • Meet or exceeded minimum monthly objections in dollar per copy, penetration percentages and CSI.
  • Produced additional revenue selling finance products, while having a high CSI score.
  • Played a pivotal role in increasing CSI surveys to an above industry average.
  • Maintained a high customer satisfaction rating within the CSI index.
  • Created proven track record of increased profitability and CSI results.
  • Maintained high CSI ratings for both dealerships.
  • Maintained top CSI in Northeast zone.
  • Maintain CSI scores as required by company standards Provide administrative support to the General Manager/Vice President.
  • Assist sales staff in closing deals and desk deals while maintaing high level of CSI.
  • Monitored CSI, made sure the sales consultant followed up on pre/post-sale.
  • Completed all necessary paperwork in a timely manner while maintaining top CSI scores.Sales and Leasing Consultant

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22. Lease Programs

average Demand
Here's how Lease Programs is used in Finance And Insurance Manager jobs:
  • Trained the sales team on finance and lease programs and the benefits of the dealership's financing and extended service programs
  • Provided sales force and sales managers with the current information about finance and lease programs.
  • Instructed the sales team with information about finance and lease programs for customers.
  • Maintained knowledge of all current lender retail and lease programs.

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23. Internet

average Demand
Here's how Internet is used in Finance And Insurance Manager jobs:
  • Demonstrated efficiency in managing internet lead generation tools, lead management and sales contacts.
  • Championed process to increase internet sales department, increased from 20 to over 200 sales per month in 6 months.
  • Instituted a true Internet Sales Department focusing solely on selling to customers off incoming internet leads and incoming phone calls.
  • Used various web-lead sources to maintain an internet marketing program resulting in 17%-18% web-lead closing ratio.
  • Maintain marketing aspects of internet with multiple different websites and create monthly reports for review.
  • Developed a strong internet and business development center where one was not previously in place.
  • Designed and maintained dealership website and kept an internet presence with social media networks.
  • Set appointment times for product presentation and demonstrations usually by phone or internet.
  • Developed customer's relations trough online leads, internet and cold calling.
  • Worked with sales staff to contact new customers via the internet.
  • Assisted with the start-up and management of the internet sales department.
  • Developed Internet sales Department and increased total sales by 20%.
  • Provide follow up on all used vehicle internet leads.
  • Set up, worked and monitored the internet department.
  • Achieved 140% growth in internet traffic and sales.
  • Assisted in radio and internet marketing and advertising.
  • Helped coordinate all print and internet advertising.

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24. Service Programs

average Demand
Here's how Service Programs is used in Finance And Insurance Manager jobs:
  • Train & provide the sales team with information on finance, lease, & extended service programs.
  • Oversee and direct the business office operational activities related to providing finance, insurance, and extended service programs.
  • Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.

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25. DMV

average Demand
Here's how DMV is used in Finance And Insurance Manager jobs:
  • 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.
  • Prepared financial contracts and insurance documents to be sent to financial institutions and DMV upon completion of sale.
  • Acquired all needed financial documentation, DMV titling, registration and issuing of new license plates.
  • Printed the customer purchase agreements, DMV paperwork and explained purchase agreements to customer at signing.
  • Have the knowledge of all required NC DMV titling and paperwork.
  • Type RD108 and Apply through the DMV for Title/Plates/Registration of RV.
  • Prepared DMV paperwork and submitted for registration of truck in California.
  • Complete all Colorado DMV and bank forms to finalize the transaction.
  • Handled DMV requirements for vehicles, carriers, and vessels.
  • Well-versed on all compliance requirements, including DMV and Regulations.
  • Prepared and executed all DMV documents with accuracy.
  • Prepare and submit DMV documentation and issue registrations.
  • Completed all required NC DMV titling and paperwork.
  • Completed all DMV paperwork for customers for vehicle titling and typed up MSO's and titles for vehicles to include lienholder.
  • Key Contributions: Assisted accounting department with DMV documents to minimize errors for vehicle registrations.

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26. Sales Process

average Demand
Here's how Sales Process is used in Finance And Insurance Manager jobs:
  • 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.
  • Increased departmental revenue by 15% per unit through sales process improvements and enhanced product offerings.
  • Implement and monitor all store procedures: Sales process, client follow-up, service, etc.
  • Work directly with customers to develop relationships and help bridge disconnects in the sales process.
  • Develop new hires by training in the sales process for dealerships.
  • Offered exceptional customer service throughout the sales process.
  • Work with sales mangers to structure deals that maximizing round deal Insure accuracy of all paperwork through the sales process.
  • Designed and implemented the sales process Selected vendors, retail finance sources, and advertising agencies.

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27. PVR

average Demand
Here's how PVR is used in Finance And Insurance Manager jobs:
  • Increased PVR figures from under 300 per unit to well over 700 in first full year.
  • Exceeded target goals for profit, penetration, and per-vehicle retail (PVR) each month.
  • Increased PVR from $105 to $810 PVR increasing volume from 180 to 300 units.
  • Improved back end profits from an average of $750 pvr to 1185 pvr for the store.
  • Set all time PVR records every month and won year long department versus department sales contests established by the dealer.
  • Maintained a higher than minimum standard PVR and PPR while also having a higher than standard CSI score.

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28. ADP

average Demand
Here's how ADP is used in Finance And Insurance Manager jobs:
  • 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.
  • Managed all computer setups for sales/F&I ADP DMS system and programmed all new forms/contracts on the system.
  • Worked with Reynolds+Reynolds and ADP systems.
  • Received training in both ADP andReynolds software.
  • Secured loans and leases for customers up to $100,000 Controlled the floor plan for aging inventory Utilized ADP and Microsoft Excel

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29. Life Insurance

low Demand
Here's how Life Insurance is used in Finance And Insurance Manager jobs:
  • Sell life insurance and annuities to clients based upon a comprehensive financial analysis.
  • Marketed and sold disability, life insurance and after- market warranties.
  • Promote the sale of the Life Insurance policy by explaining the disadvantages and advantages of various plans to the customers.
  • Sell complete lines of personal, commercial and Life insurance.

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30. Credit Insurance

low Demand
Here's how Credit Insurance is used in Finance And Insurance Manager jobs:
  • Acquired and maintained current state insurance license, completing continuing credit insurance education as needed.
  • Provided financing and credit insurance for automobile purchase customers.
  • Present financial products such as warranties, GAP insurance, credit insurance and other products that are offered.
  • Manage all financial transactions for customer sales, including extended warranties and credit insurance.
  • Sell finance, GAP, credit insurance and other aftermarket products to retail customers.
  • Provided opportunities to have consumers secure vehicle purchases with credit insurance and vehicle warranties.

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31. Toyota

low Demand
Here's how Toyota is used in Finance And Insurance Manager jobs:
  • Certified Sales Associate selling several car brands including Mazda, Scion, Toyota, and used cars.
  • Recruited by this Fortune 500 company to manage aftermarket sales within a Houston Toyota dealership.
  • Secured the financing for auto loans at the Chevrolet, Mitsubishi, and Toyota stores.
  • Attend monthly seminars from Toyota Corporation on maintaining high C.S.I.
  • Believe my Ourisman Toyota gross to be a Nat'l high if not the highest anyone has ever achieved.
  • Worked for the largest Toyota dealership in Tucson, Az.

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32. Honda

low Demand
Here's how Honda is used in Finance And Insurance Manager jobs:
  • Worked on a team of finance professionals at the largest Honda franchise in New England.
  • Handle state and finance paperwork for a Toyota, Honda and Nissan dealership.
  • Earned Silver Level consultant from American Honda for 2008, 10 & 12.
  • Earned distinction as a top-ranked sales producer in the Honda Dealership.
  • Complete the selling cycle of Honda vehicles.
  • Processed all finance transactions in a timely manner and assisted sales desk for this Honda, metro-area dealership.
  • Used Cars Sales Manager Autos de San Juan / Bella International Bella International Honda Dealership.

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33. Insurance Sales

low Demand
Here's how Insurance Sales is used in Finance And Insurance Manager jobs:
  • Managed insurance sales and bookkeeping for insurance business.
  • Produced more than $1.4MM in gross annual profit and generated $2MM of insurance sales.
  • Trained Assistant F&I Manager and all sales personnel in finance and insurance sales procedures.
  • Finance and Insurance Manager: Commanded daily finance operations for auto loan and insurance sales.
  • Lead Atlanta Region of Ford Dealerships in Extended Service Plans and Insurance sales.
  • Top two nationally in insurance sales among the trucking dealerships.

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34. Necessary Paperwork

low Demand
Here's how Necessary Paperwork is used in Finance And Insurance Manager jobs:
  • Prepared necessary paperwork and submitted it for approval.
  • Complete necessary paperwork following legal guidelines.
  • Perform and handle all necessary paperwork to transfer ownership of vehicles to both the customers and the dealership names.
  • Make sure every car deals get funded by the banks by providing necessary paperwork.
  • Prepared the necessary paperwork for customers to purchase a vehicle.
  • Obtain customer financing Prepare and review all necessary paperwork with customers Assist Sales staff and close the sale.

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35. Additional Products

low Demand
Here's how Additional Products is used in Finance And Insurance Manager jobs:
  • Implemented customer turn overs to F&I department prior to closing the deal to allow me to sell additional products.
  • Arranged customer financing for leases and purchases and also presented them with additional products that enhanced their vehicle and ownership experience.
  • Secured automobile financing for approximately 75 clients per month while up selling additional products such as insurance and service agreements.
  • Offered financing programs and additional products such as extended warranty products or Gap insurance in order to increase revenues.
  • Presented customers with additional products in order to both enhance the customers' ownership experience and increase dealership profit.
  • Achieved a penetration rate of 54% defined as customers who bought additional products or services.
  • Explain contracts to customers and explain the benefits of additional products and finance options.
  • Increased company revenue with in house financing and selling additional products.
  • Handled the after sell of additional products for the customer.
  • Settled Finance Contracts with customers as well as sold additional products (e.g.
  • Provide innovative financing packages, additional products (extended warranties, GAP, ect.

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36. Sales People

low Demand
Here's how Sales People is used in Finance And Insurance Manager jobs:
  • Organize the need to negotiate and influence sales people and customers and be able to close sales.
  • Trained sales people on how to turn customers over to us in the Financing Department.
  • Train sales people to give proper turns to F&I to maximize profits.
  • Worked with sales people and customers to find the best possible solution.
  • Assisted individual sales people in setting aggressive yet realistic monthly goals.
  • Helped negotiate and close deals for Sales Managers and Sales People.
  • Maintained excellent relationships with sales people and other employees.
  • Train sales people on buyer qualification.
  • Team Leadership, Sales, Training sales people Following company safety policies and procedures Create and maintain a programs with sales department

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37. Credit Unions

low Demand
Here's how Credit Unions is used in Finance And Insurance Manager jobs:
  • Worked with over 25 financial sources including banks, credit unions, and manufacturers financial representatives.
  • Researched and developed indirect lending relationship with major banks, lenders and credit unions.
  • Verified insurance, credit worthiness and secured financing from banks and credit unions.
  • Worked with various banks and credit unions to obtain the best interest rate.
  • Obtain and keep good working relationships with area Credit Unions and Banks.
  • Corresponded with banks and credit unions to obtain loan pay-off balances.

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38. Service Agreements

low Demand
Here's how Service Agreements is used in Finance And Insurance Manager jobs:
  • Sell back end products including extended service agreements, gap, Mercedes Benz maintenance, Road Hazard and Simonize.
  • Worked with customers to facilitate loans, maximize dealership profits and consumer protections offering service agreements, GAP protection.

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39. Chrysler

low Demand
Here's how Chrysler is used in Finance And Insurance Manager jobs:
  • Champion Chrysler, Independence, Mo
  • Work with all dealerships in group (Ford, Chrysler, Dodge, Jeep and GM).
  • Obtained financing for hundreds of customers through local banks & Chrysler Financial Arranged insurance transfers through local and national agents.
  • Maintained Finance Department for both Chrysler/Plymouth and Subaru dealerships
  • Worked directly with Ford and Chrysler representatives on new and initiative procedures with the marketing and delivery of products and vehicles.
  • Maintained Chrysler's prestigious Gold Certification 2 years in a row for sales and customer satisfaction.

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40. Insurance Programs

low Demand
Here's how Insurance Programs is used in Finance And Insurance Manager jobs:
  • Implemented policies and procedures in multiple departments of the dealership including licensing, bank floor lines, leasing and insurance programs.
  • Oversee new and used car buyers' finance and insurance programs ranging from $250-$10,000.
  • Served as subject matter expert in addressing financial and insurance programs / issues.
  • Secured financing and additional insurance programs for both new and used vehicles.
  • Provided Finance and Insurance programs to interested buyers at the LA Freightliner New/Used Truck Dealerships in Southern CA.
  • Finance & Insurance Business Manager Sell new and used car buyers financing and insurance programs.

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41. Financial Products

low Demand
Here's how Financial Products is used in Finance And Insurance Manager jobs:
  • Matched clients to the best financial products to make sure that their vehicle purchases were properly protected.
  • Concentrated on the sales of financial products including vehicle extended warranties.
  • Explain and sell financial products to further protect sold vehicles.
  • Address customers' financial concerns by tailoring financial products to fit each deal Advise customers regarding payment options
  • Referred customers to suggestions in financial products.
  • Matched clients to the best financial products to make sure that their vehicular purchases were properly protected.

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42. Customer Base

low Demand
Here's how Customer Base is used in Finance And Insurance Manager jobs:
  • Cultivated new customer base through careful orchestration and delivery of quality products and services.
  • Administered a broad customer base their financial and insurance needs during the entire process of purchasing a vehicle.
  • Created various different avenues of income selling warranty and aftermarket products to the existing customer base.
  • Increased Finance/Lease Vendors to enable sales team to increase sale with Prime and Sub-prime customer base.
  • Close relations with the warranty company for best performance to satisfy customer base relations.
  • Cultivated long-term customer base, built on strong networks and relationships.
  • Managed the second largest customer base in the dealership.
  • Prospect and develop customer base.

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43. Product Penetration

low Demand
Here's how Product Penetration is used in Finance And Insurance Manager jobs:
  • 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.
  • Generate revenue and increased average product penetration in Finance and Insurance.
  • Maximize profit potential and dealership repeat business through product penetration.
  • Handled customer deliveries while maintaining product penetration in excess of 200% with an average of $1130 plus per delivery.
  • Maintain a back end per copy average, finance and product penetration that was acceptable to the Dealer Principal.
  • Manage finance and insurance department, while primarily focused on product penetration as well as cleanliness of paperwork.
  • Increased product penetration to consistently account for 45-47% of gross profit per month in supporting dealerships.
  • Exceeded monthly objectives on a consistent basis for profit and product penetrations.
  • Increased overall product penetration by use of Menu selling.
  • Increased dollar per car $624, increased product penetration, worked with sales manager & staff to increase new auto sales

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44. Sales Personnel

low Demand
Here's how Sales Personnel is used in Finance And Insurance Manager jobs:
  • Conducted training classes for sales personnel in an effort to improve the customer experience and boost sales.
  • Assist sales personnel in closing deals and completing all final paper work for customer signing.
  • Assisted sales personnel by helping them finalize their deals when they were having difficulty.
  • Close follow up with our banks and sales personnel in handling all funding matters.
  • Implemented programs with all sales personnel and manufacturers to generate income revenues on a daily and monthly basis.
  • Reported to General Manager Training of sales personnel through motivational techniques to achieve corporate goals.

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46. GM

low Demand
Here's how GM is used in Finance And Insurance Manager jobs:
  • Minimized outward cash flow by integrating GM s captive insurer with risk transfer programs providing balance sheet catastrophe protection.
  • Collaborated with Owner, GM and GSM to ensure goals were met and reviewed daily.
  • Supervised and trained 16 GMAC Sales Consultants and interacted with 602 GM dealerships.
  • Recognized as the leading dealership for GMPP warranty sales and warranty penetration.
  • Turned a struggling business segment into a strong secondary finance department.
  • Achieved # 1 ranking in customer satisfaction in 52 dealer group Earned Platinum Plus status with GMAC
  • Insure that all salespeople where GM Common training certified.

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20 Most Common Skill for a Finance And Insurance Manager

Vehicle Sales14%
Financial Institutions12.8%
Dealer Track12.4%
Sales Goals7.1%
Customer Service6.8%
Car Sales5.8%
Loan Applications4.9%
After-Market Products4.4%

Typical Skill-Sets Required For A Finance And Insurance Manager

RankSkillPercentage of ResumesPercentage
1
1
Vehicle Sales
Vehicle Sales
11.5%
11.5%
2
2
Financial Institutions
Financial Institutions
10.5%
10.5%
3
3
Dealer Track
Dealer Track
10.1%
10.1%
4
4
Sales Goals
Sales Goals
5.8%
5.8%
5
5
Customer Service
Customer Service
5.5%
5.5%
6
6
Car Sales
Car Sales
4.8%
4.8%
7
7
Loan Applications
Loan Applications
4.1%
4.1%
8
8
After-Market Products
After-Market Products
3.6%
3.6%
9
9
Credit Reports
Credit Reports
3.4%
3.4%
10
10
Service Contracts
Service Contracts
2.8%
2.8%
11
11
Warranty Penetration
Warranty Penetration
2.8%
2.8%
12
12
Complete Explanation
Complete Explanation
2.6%
2.6%
13
13
Interest Rates
Interest Rates
2.4%
2.4%
14
14
Insurance Products
Insurance Products
2.3%
2.3%
15
15
Sales Department
Sales Department
2%
2%
16
16
Disability Insurance
Disability Insurance
1.8%
1.8%
17
17
Finance Department
Finance Department
1.7%
1.7%
18
18
Credit Life
Credit Life
1.6%
1.6%
19
19
Local Regulations
Local Regulations
1.4%
1.4%
20
20
Insurance Department
Insurance Department
1.3%
1.3%
21
21
CSI
CSI
1.1%
1.1%
22
22
Lease Programs
Lease Programs
1.1%
1.1%
23
23
Internet
Internet
1%
1%
24
24
Service Programs
Service Programs
1%
1%
25
25
DMV
DMV
0.9%
0.9%
26
26
Sales Process
Sales Process
0.8%
0.8%
27
27
PVR
PVR
0.8%
0.8%
28
28
ADP
ADP
0.8%
0.8%
29
29
Life Insurance
Life Insurance
0.7%
0.7%
30
30
Credit Insurance
Credit Insurance
0.7%
0.7%
31
31
Toyota
Toyota
0.7%
0.7%
32
32
Honda
Honda
0.6%
0.6%
33
33
Insurance Sales
Insurance Sales
0.6%
0.6%
34
34
Necessary Paperwork
Necessary Paperwork
0.6%
0.6%
35
35
Additional Products
Additional Products
0.6%
0.6%
36
36
Sales People
Sales People
0.6%
0.6%
37
37
Credit Unions
Credit Unions
0.6%
0.6%
38
38
Service Agreements
Service Agreements
0.5%
0.5%
39
39
Chrysler
Chrysler
0.5%
0.5%
40
40
Insurance Programs
Insurance Programs
0.5%
0.5%
41
41
Financial Products
Financial Products
0.5%
0.5%
42
42
Customer Base
Customer Base
0.5%
0.5%
43
43
Product Penetration
Product Penetration
0.5%
0.5%
44
44
Sales Personnel
Sales Personnel
0.5%
0.5%
45
45
Legal Documents
Legal Documents
0.5%
0.5%
46
46
GM
GM
0.4%
0.4%
47
47
Legal Paperwork
Legal Paperwork
0.4%
0.4%

30,010 Finance And Insurance Manager Jobs

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