About the role

  • Account Executive managing premium finance services and nurturing customer relationships. Developing strategies for growth and achieving profitability goals in a dynamic environment.

Responsibilities

  • Nurture profitable program entity relationships such that Customers value our premium finance services.
  • Achieve organic growth and profitability goals based on the assigned book of business.
  • Develop and implement strategies to maintain and grow existing Customer relations, while developing new ones.
  • Possess strong Customer service skills, superior communication and negotiation skills and an understanding of company loan documentation and state premium finance requirements.
  • Achieve key performance indicators in premium volume, loan units, program entity growth, and profitability based on the assigned book of business.
  • Actively follow up on all quote activities within the AEA queue in a timely fashion.
  • Service program entities by providing premium finance quotations, credit analysis and documentation completion.
  • Develop a plan to develop new Prospects with assigned Sales Executives.
  • Document Program Entities within Salesforce utilizing tasks or Chatter on various items.
  • Review agency variances for the assigned book and work with SE, Regional Manager/Leader for further actions as necessary.
  • Communicate effectively with Sales Executive(s) on all program entity relationships within assigned portfolio.
  • Provide Legendary Service to all Customer inquiries by responding promptly and thoroughly to all requests.
  • Conduct program entity visitations on assigned relationships, as branch scheduling permits.

Requirements

  • Must be detailed oriented
  • Must have strong verbal and written communication skills
  • Must possess excellent Customer service skills
  • Strong problem-solving skills
  • Must be team oriented
  • Must have good organization skills
  • Must be proactive, with a sense of urgency
  • 2-4 Years of experience in premium financing or related field
  • Must be self-motivated with a drive to take initiative
  • Strong sales aptitude, with a desire to win
  • Ability to multi-task
  • Ability to adapt quickly and thrive in a fast-paced environment
  • Proficiency in typing and 10 key
  • College Graduate

Benefits

  • Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.
  • We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
  • Our wellness program, LiveWell, combined with our Employee Assistance Program (for when you need confidential support), help you keep an eye on short and long-term goals and any bumps that pop up along the way.
  • We are also proud to offer subsidies to support your health and fitness goals by providing gym membership subsidies.
  • Imperial PFS offers a 401(k) with a company match
  • With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.
  • Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D.

Job title

Account Executive

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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