New Home Consultant Trainee responsible for engaging with home buyers and generating sales leads at Lennar's Welcome Home Center. Focused on building relationships and maintaining a sales pipeline in the Dallas area.
About the role
- Bilingual Account Executive managing customer relationships to improve premium finance services. Responsible for growing assigned business portfolios while ensuring customer satisfaction.
Responsibilities
- The bilingual Account Executive sets out to nurture profitable program entity relationships such that Customers value our premium finance services and we achieve superior, sustainable financial returns.
- The individual performing this job will be responsible for achieving organic growth and profitability goals based on their assigned book of business.
- Within this portfolio the Account Executive, will work with Sales Executive, is expected to develop and implement strategies to maintain and grow existing Customer relations, while developing new ones.
- The Account Executive must 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 the areas of premium volume, loan units, program entity growth, and profitability based on the book of business assigned to them by IPFS.
- Actively follow up on all quote activities within the AEA queue in a timely fashion to ensure the greatest potential of winning new opportunities and retaining renewals.
- Maybe be expected to back up absent AEs by following up on their assigned AEA activities.
- Service program entities by providing premium finance quotations, within company guidelines and assigned authorities, which may include a credit analysis and documentation completion in an accurate and timely manner.
- Working with assigned Sales Executives jointly develop a plan to develop new Prospects.
- Activities are to be documented as a task in Salesforce and volleyed between AE & SE until developed or potential is closed.
- In conjunction with Program Entity assigned Sales Executives, strategize and plan tasks or activities to jointly develop or penetrate PEs for additional business opportunities.
- Document Program Entities within Salesforce utilizing tasks or Chatter on items such as agency development, offers of services/benefits, agency changes, etc.
- Review agency variances for assigned book and working with SE, Regional Manager/Leader determine if any further actions are needed.
- Suggestions may include rate or term adjustments, offering of additional IPFS services or further involvement of the Sales Executive.
- Develop and maintain knowledge of tools used by our Customers, including the ability to effectively communicate the applicable features and benefits and provide training on its usage.
- Communicate effectively and frequently with Sales Executive(s) on all program entity relationships within assigned portfolio of program entities.
- Communicate effectively with the Regional Manager/Leader as they require it.
- This communication will include review of completed job tasks, future planning and an overall review of the book of business.
- The overall review of the book of business should include any concerns or questionable acts by a program entity that could alert us to potential fraudulent activities.
- Provide Legendary Service to all Customer inquiries (external and internal) by responding promptly and thoroughly to all requests.
- Submit all required documentation to agent for execution so that PFA will arrive complete for booking.
- Conduct program entity visitations on assigned relationships, as office scheduling permits, to strengthen and enhance relationships; either by accompanying the Sales Executive or visiting independently after coordination with the Sales Executive.
- Participate in CE Credit Classes, as office scheduling permits, especially when conducted for agencies within assigned book of business.
- Attend local events and trade shows, as office scheduling permits, to further establish connections within the marketplace.
- Be knowledgeable of IPFSs Best Practices and review procedural changes to ensure compliance with the organizations policies and procedures.
- Perform various other duties as requested by Management.
Requirements
- Bilingual fluency in English and Spanish, both written and verbal, required
- 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
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
Job type
Experience level
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Not specified
Degree requirement
Tech skills
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