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Finance & Insurance Manager/Business Manager

POSITION SUMMARY

We are seeking a dynamic and experienced Finance and Insurance (F&I) Manager to join our team. The ideal candidate will be responsible for overseeing all aspects of the finance and insurance process for our marine products, ensuring seamless transactions and exceptional customer service. This role requires a proactive leader with strong organizational skills, a customer-centric approach, and the ability to collaborate effectively with the sales team.

KEY RESPONSIBILITIES

Sales Leadership & Management:

• Lead, mentor, and motivate the boat sales team to achieve and exceed sales targets.
• Present and sell extended service contracts and protection products using a structured menu-selling system, emphasizing a feature-benefit-value approach.
• Foster a servant leadership culture, leading by example and promoting a team-oriented environment.
• Collaborate effectively with the sales team to streamline processes and enhance customer satisfaction.
• Conduct regular training sessions to enhance the team’s product knowledge and sales techniques.

Customer Experience:

• Uphold a customer-first philosophy, ensuring each client receives personalized and attentive service.
• Address and resolve customer concerns promptly, maintaining high levels of customer satisfaction.
• Maintain a high level of customer satisfaction by providing transparent and ethical services.

Operational Excellence:

• Manage multiple tasks efficiently in a fast-paced environment.
• Utlilize available resources to proactively solve problems and improve processes.
• Maintain a high level of detail orientation to ensure accuracy in all transactions.

Documentation & Compliance:

• Ensure all paperwork is completed accurately and complies with federal, state, and local regulations.
• Maintain organized records and manage contracts to guarantee timely funding.
• Stay updated on legal requirements and industry standards to ensure compliance.

Technology & Resource Utilization:

• Leverage dealership management systems and F&I software to optimize operations.
• Continuously seek and implement tools and resources to enhance efficiency and customer experience.

QUALIFICATIONS / REQUIREMENTS

• Proven experience as an F&I Manager or similar role in the marine, automotive, or recreational vehicle industries.
• Strong knowledge of financing, insurance products, and compliance regulations.
• Exceptional interpersonal and communication skills, with a customer-focused approach.
• Demonstrated ability to lead, motivate, and collaborate with a sales team.
• Highly organized with meticulous attention to detail and a sense of urgency.
• Proficiency in dealership management systems and other relevant technologies.
• Self-motivated with the ability to take initiative and work independently.
• Ability to effectively sell ancillary products using a structured feature-benefit-value process.

Education and Experience

• Bachelor’s degree in Business Administration, Finance, or a related field preferred, but not required with adequate experience.
• Minimum of 3-5 years of experience in finance and insurance management within a dealership environment

PHYSICAL DEMANDS

Use the table / checklist below to indicate what is required of this position. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Using the rating scale below, indicate how often the following physical activities and environmental conditions are required/present in performing the Essential Job Responsibilities.

WORK ENVIRONMENT

Use the table / checklist below to indicate the environmental conditions and physical demands of the position. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

How would you best describe the environmental demands for this position? (Check only one)

How would you best describe the physical demands for this position? (Check only one)

This position operates exclusively in an indoor office environment with controlled temperatures. (Y/N)

DO NOT MAKE ANY EDITS TO THE BELOW PORTION OF THE JOB DESCRIPTION:

OneWater Marine is an Equal Opportunity Employer and complies with ADA regulations as applicable.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.