Finance and Insurance Coordinator Automotive Finance and Insurance Sales

Job Purpose To coordinate sale of Finance and Insurance F I products with a view to achieving finance and insurance penetration targets set and enhance the sales process on the sales floor Essential Roles and Responsibilities Functional Roles and Responsibilities Contact existing showroom customers and coordinate renewal of their existing insurance through ATM s supporting panel of insurers Conduct F I procedures in accordance with customer needs and pre agreed processes so that targets are met on a monthly basis throughout ATM Prepare quotations for the customer deals and file all the records appropriately Ensure that customers are fully informed regarding terms and conditions of each contract and are aware of any exclusions or benefits that may be relevant prior to purchase Collect all proofs required by the supporting bank and secure the credit line prior to a vehicle being released by the sales department Reconcile the commission payable from supporting banks against each deal and keep a financial control log on a daily basis Maintain all the documentation and ensure up to date records and reports are provided to the F I Supervisor to communicate the individual sales person achievement for the showroom