Account Executive

Job Summary

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.

Key Responsibilities

• 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.
• 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.
• Conduct program entity visitations on assigned relationships, as branch scheduling permits, to strengthen and enhance relationships; either by accompanying the Sales Executive or visiting independently after coordination with the Sales Executive.
• 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.
• Attend local events and trade shows, as branch scheduling permits, to further establish connections within the marketplace.
• Participate in CE Credit Classes, as branch scheduling permits, especially when conducted for agencies within assigned book of business.
• Be knowledgeable of IPFS’s Best Practices and review procedural changes to ensure compliance with the organizations policies and procedures.

Required Skills

• Must be detailed oriented
• Must have strong verbal and written communication skills
• 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
• Able to multi-task
• Able to adapt quickly and thrive in a fast-paced environment
• Proficiency in typing and 10 key

Qualifications

• College Graduate

Benefits

The salary range for this position is $50,000 to $60,000 plus incentive payout potential. If an offer is made, the pay rate determinations will take into account relevant market data and the applicant’s prior experience, education and other qualifications directly related to the position to ensure internal equity.