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Financial and Insurance Manager

Financial and Insurance Manager

Merand Corbett & AssociatesStellenbosch, South Africa
3 days ago
Job description

KEY RESPONSIBILITIES :

  • Manage all administrative and contractual aspects of finance and insurance transactions.
  • Provide expert F&I guidance to new, existing, and prospective customers.
  • Keep up to date with finance, insurance products, and relevant legislation.
  • Identify individual customer financial and insurance needs and recommend appropriate products.
  • Ensure accurate completion of finance and insurance application forms.
  • Authorize and release approved transactions (cash and financed).
  • Ensure all bank and insurance company requirements are fulfilled.
  • Maintain professional relationships with banks, insurance providers, and other value-added product suppliers.
  • Consult and advise customers on finance and insurance products.
  • Review Natis documents for trade-ins and ensure compliance with F&I retention programs.
  • Ensure compliance with NCA, FAIS, and FICA acts.
  • Complete daily progress reports on second gross sales and review monthly statistics.
  • Follow up on transactions and ensure prompt payment after vehicle delivery.
  • Perform any additional tasks reasonably expected as part of the role

REQUIREMENTS :

  • Education & Certification : Grade 12, RE5 Regulatory Exam, NCA knowledge, Class of Business understanding, financial degree or studying toward one, up-to-date CPD points
  • Analytical thinking, coping with pressure, decision-making, planning & organising, persuading & influencing, following procedures
  • Technical Competencies : Signio platform, risk analysis, CDK invoicing, financial acumen, DFS warranty invoicing, knowledge of NCA, FAIS, FIC, Class of Business, dealership value-added products
  • Systems Knowledge : Beeswax, Salesforce, ability to quickly learn and adapt to new JLR systems
  • ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED
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    Financial Manager • Stellenbosch, South Africa

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