Automotive Finance and Insurance (F & I) Assistant jobs in United States
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Landmark Automotive ยท 2 days ago

Automotive Finance and Insurance (F & I) Assistant

Landmark Automotive is seeking a motivated Finance and Insurance (F&I) Assistant to support their sales and finance teams at Landmark Ford, Inc. This role involves assisting with finance and lease agreements, ensuring compliance with documentation, and providing excellent customer service regarding financing and insurance products.

AutomotiveAutonomous VehiclesSales Automation

Responsibilities

Assist the Finance and Insurance Manager with preparing and processing finance and lease agreements
Ensure all required documentation is complete, accurate, and compliant with regulatory requirements
Coordinate with lenders and financial institutions to secure financing for customers
Present and explain additional F&I products, including vehicle service contracts, GAP insurance, and protection plans
Maintain organized files and records of all transactions in accordance with dealership policies
Provide excellent customer service by answering client questions regarding financing, insurance products, and paperwork
Support the sales team with administrative tasks related to the vehicle delivery process
Perform data entry and assist with maintaining compliance logs and reporting
Stay up to date on finance programs, insurance offerings, and industry regulations
Source out and contact potential customers for the purpose of creating interest, setting sales appointments and support the sales team in closing those sales

Qualification

Automotive finance experienceInsurance product knowledgeMicrosoft Office SuiteDealer management systemsCustomer serviceOrganizational skillsCommunication skillsInterpersonal skillsAttention to detailTeam player mindset

Required

Strong organizational skills with keen attention to detail
Excellent communication and interpersonal skills
Experience in working the phones to reach out and contact customers
Ability to maintain confidentiality and handle sensitive customer information with discretion
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
High school diploma or equivalent required

Preferred

Previous experience in automotive finance, insurance, or administrative support preferred but not required
Familiarity with dealer management systems (DMS) is a plus
A positive attitude, willingness to learn, and a strong team player mindset
Additional education in finance or business is a plus

Benefits

Employee discounts on vehicle purchases and parts.
Health, dental, vision and life insurance.
401k with employer match
Paid Time Off
Vacation Pay

Company

Landmark Automotive

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Landmark Automotive has been serving Dodge Chrysler Jeep RAM shoppers for over 30 years.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase