We are looking
for an experienced Finance and Insurance Executive to join our team. The role
is to identifying customer needs and recommend the best suited vehicle finance
& insurance options with highest degree of customer service and
Work directly with the Sales team and customers
to assist in the purchasing process for the finance and insurance of vehicles.
Understand customers’ financial status and
provide suitable payment options for them.
Prepare and submit accurate documentation to
external parties (lenders and insurance providers) in a timely manner as well
as in compliance with company policies and procedures.
Process all transactions accurately, professionally
and in a timely manner.
Meet and exceed all monthly sales targets and
maintain a high customer satisfaction rating simultaneously for all
Establish and maintain good working
relationships with lenders and insurance providers.
Clearly explain to Sales Executives on how to
handle customer objectives relating to all Finance & Insurance related
Understand and comply with Central Bank
regulations for all finance-related transactions.
Understand and comply with insurance-related
Plan regular meetings with Sales Executives to
update and inform them of any changes and/or concerns relating to Finance &
Inform customers and Sales Executives of any
updates from lenders and insurance providers throughout all stages of the
Frequently update the lenders and insurance
providers list on the company system and inform all concerned departments when
Submit daily and monthly reports on all
transactions, including the transaction status to the concerned departments.
Provide monthly reports to the Reporting
Personnel outlining all departmental concerns and suggestions.
Ensure collection of any pending amounts due
from lenders and insurance providers in a timely manner.
Ensure customer confidentiality throughout every
Upsell and promote all departmental services to
Bachelor’s Degree or related field 3-4 years proven
Thorough knowledge of functional area and
Capable to deal with bank and insurance agents
Strong Communication Skills
Must have excellent customer relations skills
Strong time management and organizational