Senior Finance & Insurance (F&I) Analyst

SUMMARY

Collaborates with the Finance & Insurance (F&I) Operations and F&I Development Managers with development, marketing, administration, and compliance of all the Subaru F&I products such as Subaru Added Security (SAS) and Subaru Equity Shield (SES).

These insurance products are written in partnership with insurance companies, are sold by participating Subaru of America (SOA) retailers, and Guaranteed Asset Protection (GAP) is reinsured through Pleiades Insurance Company, Ltd.

(SOA's Captive insurance company).

Assists with the insurance compliance for SAS (extended service agreements) in all states.

CORE RESPONSIBILITIES


* Designs, prepares, analyzes, and reviews quarterly Risk Management Executive Summary Reports for Chief Financial Officer (CFO) including budget and underwriting Profit for Pleiades Insurance Co., Ltd., Subaru of America's (SOA's) captive insurance company.

Compile and evaluate relevant data and provide supporting explanations or insights as needed.


* Analyze and report on claims, incentives, and sales trends, identifying anomalies and providing recommendations to management.


* Produce monthly reports on Subaru Equity Shield (SES) sales performance and audit retailer participation, incentives, and product performance.

Communicate findings and recommendations to management.


* Support regulatory compliance activities for all Finance & Insurance (F&I) products.

Includes but not limited to preparing renewal applications, coordinating approvals and signatures, updating Subaru Added Security (SAS) forms, managing state submissions and approvals, and maintaining required licenses and retailer appointments for Subaru of America Services, Inc.

(SASI) and Subaru Extended Services Company (SESC), as manage through the appointment of new Florida retailers and renewals of appointments of active Florida retailers, on a biannual basis, to maintain their license to sell Added Security.


* Collaborate with management on the development, marketing, administration, and compliance of Subaru Equity Shield (SES) products.


* Calculate SES retailer incentives, provide performance updates to the SOA Field team, and respond to related inquiries.


* Research and evaluate potential new insurance products for retailer offerings.

Develop communications for product launches or updates, create procedural guides for Subaru intranet processes, respond to compliance requests from partners (e.g., Safe-Guard and Allstate), and update SAS agreements for coverage or regulatory changes.


* Investigate and resolve customer, retailer, and insurance partner complaints related to SES products.

Review case details, determine appropriate resolutions, and communicate outcomes to the Customer Advocacy Department (CAD), Field teams, retailers, or customers.


* Manage operational processes related to Guaranteed Asset Protection (GAP) including reviewing claim notifications, identifying potential sales leads, and coordinating wi...