Finance & Insurance Assistant

Benefits: Medical - 4 plans (BCBS) Dental Vision Term Life Company‑paid Term Life STD/LTD Accident indemnity rider PTO / Sick days (annually) 401(k) with an employer match Employee Assistant Program FMLA / Maternity/Paternity Leave Bereavement Leave

Essential Functions: (Essential functions, as defined under the Americans with Disabilities Act, may include the following tasks, knowledge, skills and other characteristics.) This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class.

Duties and Responsibilities: The following is a representative list of the duties and responsibilities associated with this position: Assist the Finance and sales department in day to day operations. Check all Booked deals for the proper and necessary paperwork before they are sent to accounting. Complete product cancellations with customer and make sure we have all supporting documents, assist customers with follow up status on product cancellations. Resolve and communicate with finance managers on all funding delays. Keep Axcessa up to date with notes on the status of each deal and funding’s. Be tentative to finance phone calls when all finance managers are with customers. Provide customer service in making sure customers are assisted and all questions are answered with their financing and product concerns, communicating with the finance managers as needed. Check and follow up on outstanding and out of state tag work with our finance manager and/or Tag and Title department. Once Tag work is completed contact customer to see if they would like to pick up the completed tag work, otherwise confirm the mailing address and mail it to customer. Provide requested documents for Gap Claims or to customers as needed. Ground and purchase Lease trade in’s, ground lease turn in’s.

Physical Demands: Sitting: Remaining in the seated position for long periods of time. Fingering: Picking, pinching, or otherwise working primarily with fingers rather than with the whole hand or arm as in handling. Talking: Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or to the public and to convey detailed spoken instructions to other workers accurately, loudly, or quickly. Environmental Conditions Be able to work in a climate‑controlled environment. We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.