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Finance and Insurance Consultant for Automotive Sales

2 months ago


Tacoma, Washington, United States Car Pros Automotive Group Full time
Job Overview

Position: Finance and Insurance Writer

Reporting To: Finance Director / General Sales Manager

Role Summary:

The Finance and Insurance Writer plays a crucial role in managing the financial aspects of automotive transactions. This position involves:

A. Coordination of Finance and Insurance Activities:

1. Assisting customers in securing financing options for vehicle purchases while adhering to applicable state and federal regulations.

2. Timely preparation of all necessary documentation required for vehicle purchases, ensuring compliance with established laws and procedures.

3. Presenting extended service contracts to customers to enhance their purchasing experience.

4. Offering various protection products available through the dealership.

5. Marketing and selling chemical packages to customers.

6. Conducting all activities in accordance with legal standards.

7. Maintaining accurate business logs and ensuring prompt financing approvals.

8. Guaranteeing that all transactions are completed efficiently:

  • a. Deal Approval
  • b. Verification of down payment receipt
  • c. Timely communication with customers regarding financing status
  • d. Submission of contracts to financial institutions within 2 days
  • e. Securing funding within 5 days
  • f. Collection of necessary stipulations

9. Undertaking additional responsibilities as assigned.

B. Commitment to Company Policies:

Adhering to the organization's policies regarding nondiscrimination and harassment.

C. Professional Collaboration:

Engaging in a cooperative and professional manner with all team members.

D. Professional Conduct:

Maintaining a courteous and professional demeanor while interacting with the public.

E. Reporting Violations:

Promptly reporting any breaches of sexual harassment or nondiscrimination policies to management.

Benefits:

Our team members enjoy a supportive work environment with opportunities for professional development through training and internal advancement. Additionally, we offer a comprehensive benefits package that includes:

  • After 60 days, 80% coverage of basic medical insurance through Regence, including vision and prescription benefits.
  • Optional dental coverage available at cost.
  • Voluntary coverage options including Long Term Disability, Short Term Disability, Accident, and Life Insurance.
  • 401(k) plan with company contributions available after one year of service.
  • Employee discounts on vehicle purchases, parts, and services after 90 days.
  • Accrued paid time off at a rate of 1 hour for every 40 hours worked.