Finance & Insurance Manager jobs in Providence, RI

Finance & Insurance Manager offers finance or insurance options to clients through established relationships with lenders/providers. Explains offerings and recommends products to meet the needs of the client. Being a Finance & Insurance Manager negotiates contract terms and rates to meet the goals of the organization. Ensures applications and paperwork are completed correctly and in a timely manner. Additionally, Finance & Insurance Manager may Require a bachelor's degree. Typically reports to a head of a unit/department. The Finance & Insurance Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Finance & Insurance Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

G
Finance Manager
  • Grieco Hyundai
  • Johnston, RI FULL_TIME
  • Seeking an experienced F&I Manager for a 150 deal store.  Must have experience, CDK experience helpful.  We offer competitive wages, PTO, 401K and medical.  Immediate openings available.


    Qualifications 

    Other

    Ability to read and comprehend instructions and information.

    Professional personal appearance.

    Excellent communication skills.

    Ability to meet company's production and quality standards.

    Superior communication skills. Valid state insurance licence. Able to interact and get along with all customers. Exerience with F&I product sales, or able to efficiently learn product information.


    Physical Requirements

    Surroundings

    spend time indoors in air-conditioned areas.


    Sitting

    on a regular basis


    Standing

    on a regular basis


    Walking

    on a regular basis


    Bending, twisting and/or stooping

    infrequently


    Kneeling and/or Squatting

    infrequently


    Lifting

    25 lbs to 50 lbs

    infrequently


    Reaching and/or lifting overhead

    infrequently


    Climbing

    stairs


    Repetitive hand/finger movement

    on a regular basis


    Grasping/grabbing with hands

    infrequently


    Pushing and Pulling

    infrequently


    Expectations

    General Expectations

    Devote himself/herself to insuring satisfaction to customers.

    Determine management, production and quality requirements by asking questions and listening.

    Attend company meetings as required.

    Maintain a follow-up system that encourages follow through with assigned projects.

    Establish personal performance goals that are consistent with company standards of productivity and devise a strategy to meet those goals.

    Review and analyze actions at the end of each day, week, month, and year to determine how to better utilize time and plans more effectively.

    Understand the terminology of the business and keep abreast of technology changes in products and services.

    Know and understand the federal, state and local requirements which govern the company’s business.

    Follow lawful directions from supervisors.

    Understand and follow work rules and procedures.

    Participate in performance management.

    Interact well with others and be a positive influence on employee morale.

    Uphold the company’s non-disclosure and confidentiality policies and agreements.

    Work evening, weekend and holiday work hours as required.


    Job-Specific Expectations

    Perform all rate quotations. Present paperwork to and acquire approval from finance sources on all finance deals.

    Keep current files of active insurance and financial agencies. Maintain a Finance and Insurance logbook. Maintain monthly penetration reports on finance penetration.

    Determine a preferred percent of penetration and income, both monthly and annually, by devising finance forecasting in accord with sales department.

    Devise methods and establish procedures to enable proper and timely completion of all sales related paperwork. Scrutinize all paperwork for any errors and to ensure accuracy of title, taxes, line information.

    Maintain budget and internal controls along with a dependable system of accounting. Set and achieve monthly sales objectives and goals. Provide reports, as requested.

    Maintain and expand skills and knowledge base through the pursuit of an ongoing program of formal and informal education in the area of expertise with a goal to preserve, enhance, and expand service. Belong to, or join, any appropriate associations.

    Provide a strong selection of available finance and insurance products by assertively recruiting and maintaining this healthy market base. Actively use sales techniques.

    Use effective problem solving skills to regularly review departmental activities

    Create and maintain positive working relationship with multiple finance sources, factory, and others.

    Yield satisfactory levels of profits and revenue for the dealership by selling insurance, finance, and extended service programs to all customers with both new and used automobiles. Actively cross-sell accessories, parts, and ready to ride products to customers.

    Provide clear and direct supervision of the business office operational activities related to providing insurance, finance, and extended service programs.

    Working in co-operation with the sales team, be available to give additional assistance to a sales person in the Automobile Sales Department as needed.

    Actively support overall company procedures and policies and uphold the dealer’s philosophy.

    Interact effectively and actively in cross-funtioning with all departments, with particular emphasis on the Service Manager and Sales Department.

    Be a liaison to all departments in issues regarding Finance and Insurance.

    Encourage all staff to provide quality Customer Service to all customers by actively modeling an exemplary degree of Customer Service. Handle all customer complaints courteously and efficiently, exhibitjng a positive attitude, empathy, and our dedication to making the experience positive for our customers.

    Utilize the delivery of any new or used automobile to create an event that will facilitate customer loyalty to the dealership.

    Uphold a quality evaluation and enhancement program to assure extraordinary quality service to all customers. Establish and utilize a selling protocol that strongly emphasizes features and benefits so that all customers experience reliable interactions with the dealership.

    Use personal follow-up, mailing lists, and tickler files to consistantly contact customers and promote additional sales and facilitate customer satisfaction.

    Exemplify commitment to the dealership’s philosophy of excellent service for all customers, providing an example to other dealership employees.

  • 2 Days Ago

R
Finance Manager
  • Robert Half
  • New York, NY PER_DIEM
  • Our client, a mission-driven organization, is seeking a Finance Manager to join their team in NYC. As the Finance Manager, you will take charge of developing, ensuring the quality of, and maintaining ...
  • 18 Days Ago

M
Finance manager
  • Metro Motor Group
  • Johnston, RI FULL_TIME
  • We are seeking a qualified finance manager to join our busy team. Reliability, dependability and attention to detail a must. Experience necessary, CDK helpful, awareness of RI and MA registration guid...
  • 22 Days Ago

B
PERSONAL LINES ACCOUNT MANAGER
  • Baycoast Insurance
  • Swansea, MA FULL_TIME
  • BAYCOAST INSURANCE GROUP LLC Are you ready for a change and an exciting opportunity? Come work with BayCoast Insurance Group LLC as a Personal Lines Account Manager. Our team oriented approach creates...
  • 1 Month Ago

P
Commercial Lines Account Manager (Customer Service)
  • PCF Insurance
  • Providence, RI FULL_TIME
  • About Us: PCF Insurance Services is a Top 20 U.S. brokerage firm that provides insurance solutions for our clients - we do this by using our expansive network of Agency Partners to match our clients w...
  • 6 Days Ago

B
Finance Project Manager
  • Bally's Interactive
  • Providence, RI FULL_TIME
  • Bally's Interactive is a leading provider of technology services focused on the US sports betting and casino gaming spaces. Our parent company, Bally's Corporation (NYSE: BALY), is a leading omnichann...
  • 9 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Finance & Insurance Manager jobs found in Providence, RI area

J
Risk Manager
  • Jordan's Furniture
  • Taunton, MA
  • Welcome home! In this newly created position, the Risk Manager would be primarily responsible for the overall direction,...
  • 4/18/2024 12:00:00 AM

J
Risk Manager
  • Jordan's Furniture
  • Taunton, MA
  • Welcome home! In this newly created position, the Risk Manager would be primarily responsible for the overall direction,...
  • 4/18/2024 12:00:00 AM

L
Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/18/2024 12:00:00 AM

N
Financial Reporting Specialist
  • Needham Bank
  • Needham, MA
  • Job Description About Us: Needham Bank is a leading public financial institution dedicated to providing exceptional bank...
  • 4/18/2024 12:00:00 AM

M
Project Manager, Planning & Reporting
  • MetLife Services and Solutions, LLC
  • Bridgewater, MA
  • Description and Requirements R ole Value Proposition: MetLife, through its subsidiaries and affiliates, is one of the wo...
  • 4/15/2024 12:00:00 AM

L
Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/15/2024 12:00:00 AM

G
Financial Professional
  • Gorra financial Group
  • Providence, RI
  • Job Description Job Description Gorra Financial Group is looking for talented individuals who seek to make a difference ...
  • 4/14/2024 12:00:00 AM

S
Director II, Commercial Finance & Pricing
  • Sodexo
  • EAST GREENWICH, RI
  • Unit Description: Sodexo’s Healthcare Segment is seeking a Director II, Commercial Finance & Pricing, which is responsib...
  • 4/14/2024 12:00:00 AM

The Providence city limits enclose a small geographical region with a total area of 20.5 square miles (53 km2); 18.5 square miles (48 km2) of it is land and the remaining 2.1 square miles (5.4 km2) is water (roughly 10%). Providence is located at the head of Narragansett Bay, with the Providence River running into the bay through the center of the city, formed by the confluence of the Moshassuck and Woonasquatucket Rivers. The Waterplace Park amphitheater and riverwalks line the river's banks through downtown. Providence is one of many cities claimed to be founded on seven hills like Rome. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Finance & Insurance Manager jobs
$81,712 to $123,487
Providence, Rhode Island area prices
were up 1.6% from a year ago

Finance & Insurance Manager in Tucson, AZ
The insurance industry needs employees with strong math skills and the ability to handle financial planning and management tasks, and these jobs are opportunities for college students who graduate with a bachelor’s or master’s degrees in finance.
February 01, 2020
Finance & Insurance Manager in Albany, NY
Finance and Insurance managers need to have a bachelor’s degree and a minimum of 5 years experience in the finance, insurance or some related industry.
January 24, 2020
Finance & Insurance Manager in Helena, MT
The Finance & Insurance Manager's primary responsibility is to manage the financial transaction of the vehicle buying experience for each customer of the dealership.
January 12, 2020