Finance & Insurance Business Manager 



Job Title:                             Finance & Insurance Business Manger

Department:                        Finance & Insurance Department

Supervisor:                         Sales Manager / Dealer Principal

Location:                             13850 N, Cave Creek Rd., Phoenix, AZ 85022

Pay Class / FLSA Status:    Salary + Commission


Summary Description F&I Manager 


Direct responsibility for the Finance and Insurance operations of the Motorcycle Sales Department.


Key Result Areas 


       Business office operations

       Maintain a collaborative working relationship with other dealership departments

       Customer service



Major Duties and Responsibilities


Business office operations 


       Oversee and direct the business office operational activities related to providing finance, insurance, extended service, and pre-paid maintenance programs.

       Produce acceptable levels of revenue and profits for the dealership by selling finance, insurance, extended service programs, and pre-paid maintenance to new and used motorcycle customers. 

      Cross-sell parts, accessories, and ready-to-ride products to customers.

       Establish and maintain good working relationships with several finance sources, factory and otherwise.

       Pro-actively use C.U.S.T.O.M. sales techniques and Connect lead management system.

       Analyze departmental activities and practices. 

       Use effective problem-solving techniques. 

       Employ a system of responsible accounting, including budget and internal controls.  Set monthly sales objectives and attain goals.  Provide General Manager with reports, as requested.

       Pursue a continuing program of formal and informal education in the area of expertise to maintain, strengthen and broaden service. Belong to (or join) any relevant associations.

       Submit paperwork to and obtain approval from finance sources on all finance deals.

       Set up finance forecasting in conjunction with the sales department forecasting to achieve a desired percent of penetration and income.  This is to be done on both a monthly and an annual basis.

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

       Establish and maintain procedures to ensure timely and proper completion of all sales related paperwork.  Also check all paperwork for correct title, line information, taxes, errors, etc.

      Handle all rate quotations.


Maintain a collaborative working relationship with other dealership departments 

      Act as a liaison to all departments in matters concerning Finance and Insurance.

       Assist and support overall company policies and procedures and support the dealership philosophy.

      Able to work cross-functionally with all departments.

      Provide supplemental assistance to a sales person in the Motorcycle Sales Department. Work in conjunction with the sales team. 


Customer service 


      Ensure high levels of Customer Service.

      Motivate entire staff to assure quality customer service to all clients.  

      Maintain a quality assessment and improvement program to assure high quality service to all customers.  Institute and employ a feature / benefit selling methodology so that all customers receive consistence treatment.

      Ensure that the delivery of any new or used motorcycle is and “EVENT” that will endear customer to the dealership.

      Contact customers using mailing lists, tickler files, and personal follow-up to encourage additional sales and ensure customer satisfaction.

      Demonstrate commitment to the dealership’s philosophy of quality service to all customers and acts as a role model to other dealership employees.  

      Be able to handle customer complaints quickly and courteously, demonstrating empathy, a positive attitude, and our commitment to “making things right”.


Other Duties 


      As assigned.

Supervisory Responsibilities 


       Set up and maintain an adequate program which will ensure a 100% turnover ratio to the Business Manager or F&I department.

       Ability to effectively supervise professional and non-professional personnel.

       Ability to make strong independent decisions and the demonstrated ability to learn quickly.

       Be the example to department employees and other dealership personnel by appearance, attendance, being on time for work, and open to flexible scheduling.

       Establish and maintain an efficient, organized, clean and professional business office.

       Responsible for informing the entire dealership staff of any new programs or promotions relative to F&I.  Also develop promotional campaigns in conjunction with other departments.




       Treat all employees and customers fairly, courteously, and with dignity.

       Be prompt and available for flexible scheduling.

       Be honest and fair in all business dealings. 

       Meet or exceed sales quotas on a regular basis.

       Continually learn more about the products and services you sell. Attend training sessions to keep current with F&I sales techniques and other sales department issues. 


Qualifications & Job Requirements 


       Must have the ability to get along with a wide customer base. 

       Excellent communication skills and demonstrated “closing skills”.

       Knowledge and experience with sales of F&I products, and other products sold by the dealership, or the demonstrated ability to quickly learn them.

       Computer literate with typing skills and open to learning new software and computer programs. 

       Able to work effectively and courteously over the phone.

       Establish Arizona Notary.


Physical Demands 


       The noise level is the work environment is occasionally loud.  

       Occasionally requires the ability to balance and push a motorcycle.

Working Conditions  


       Is potentially exposed to battery acid, gasoline, chemical cleaning materials or other toxic materials commonly found in a motor vehicle service department.  


•       Occasionally, exposed to exhaust fumes or other airborne particles.

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13850 North Cave Creek RD
Phoenix, AZ 85022

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