Assistant: Finance and Insurance

4 days ago

Cape Town, South Africa Motus Corporation Full time

**Position Overview**: To ensure that all administrative tasks in respect of Finance and Insurance sales in the Branch are effectively carried out and concluded through effective interaction with customers, the sales department, Regional Manager and administrative department while at all times enhancing customer satisfaction.

**Minimum Experience**:

- 1 - 2 years’ experience working as a F&I at a dealership

**Minimum Qualification**:

- Grade 12

**Minimum Requirements**:

- Highly proficient in Excel with a fair knowledge of Microsoft Suite of products
- NCA Compliance

**Job Outputs**:

- Assist the F&I Manager with general administrative duties and filling as required.
- Must ensure that all Financial and Insurance (F&I) administrative functions are at all times followed by all branches in the region.
- Ensure that all documents, quotes etc are prepared / returned on time.
- Ensure that the established document flow checking system is adhered to and ensure that all deal folders are seen and assessed.
- Assist in all F&I functions in such a way that sales and profits to the dealership are maximized at all times and assisting in the selling of value-added products and directly supporting sales staff.
- Assist in ensuring that the dealership receives maximum profit on each transaction.
- Maintain and enhance all customers’ perceptions of the dealership insofar as service is concerned.
- Ensure that every customer has a clear understanding of all products available.
- Assist the F&I Manager in ensuring that all customers are assisted in the completion of all administration and documentation.
- ensuring that the dealership receives maximum profit on each transaction.

**Competencies**:

- Communication: Able to communicate professionally at multiple levels.
- Knowledge of the NCA & CRA
- I.O.B exam
- Regulatory Exam Certificate for Representatives
- Excellent Analytical Skills.
- Planning, monitoring, evaluation, and reporting.
- Meticulous attention to detail, personal presentation and punctuality required
- Problem-solving
- Time management, including the ability to respond to and resolve queries and issues in the minimum amount of time.
- Able to work independently and under pressure.
- Decision making
- Must do business honestly and with integrity towards the client and the Company.
- Objectivity
- Assertiveness to ensure compliance
- Attention to detail

**Personal Attributes**:

- Committed
- Professional
- Resilient
- Deadline driven
- Goal orientated
- Hardworking
- Proactive, results-driven individual with a track record of success in area of accountability.
- Ability to deal with colleagues in a professional, diplomatic, polite and rational manner even when under pressure.
- Customer sensitivity
- Open to feedback: receiving constructive feedback and providing constructive feedback

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