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Finance & Insurance Manager

Alabama and Birmingham Freightliner
Birmingham, AL Full Time
POSTED ON 2/28/2025
AVAILABLE BEFORE 5/25/2025

Position Summary - Manages and coordinates new and used truck buyers financing and insurance programs.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Offering customers finance options with A credit scores (20%) through subprime credit scores (80%).
  • Securing competitive financing by accurately and quickly selecting a lender that best fits the criteria of the Finance Department.
  • Selling and explaining insurance, extended warranty information and aftermarket products to customers and prospects.
  • Promoting insurance, extended warranty and aftermarket products through cold calling, direct solicitation, telemarketing and mailers.
  • Preparing and / or collecting loan and leasing documents, DMV paperwork and other documents required by state and federal agencies to complete the financial arrangements for funding and delivery.
  • Attending weekly sales meetings, sales calls, networking events, and trade shows to increase customer awareness.
  • Creating and maintaining a program with the sales department that will ensure all new and used sales are referred to the F&I department.
  • Maintaining current knowledge of all finance, lease, insurance, extended warranty and aftermarket products and disseminating information to sales team members promptly.
  • Maintaining current knowledge of all local, state and federal regulations affecting dealership operations, particularly regarding sales and finance departments.
  • Monitoring the application system's performance (TRNSACT) and identifying opportunities for enhancements to increase productivity.
  • Assisting in the processing of Accounts Payables & Account Receivables.
  • Practicing strict legal compliance and always upholding the values of the company.

Qualifications -

To perform this job successfully, an individual must be able to perform each essential satisfactorily. The requirements listed below are representative of the knowledge, skills, and / or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education Four-year finance degree or experience in banking, insurance or dealership environment.

General Experience Minimum of four years related experience and / or training

An equivalent combination of education and experience is acceptable

Specific Experience Knowledge of dealership finance and insurance procedures

Professional Appearance

Specific Experience Knowledge of dealership finance and insurance procedures

Professional Appearance

  • Applicants only - NO RECRUITERS
  • Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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