Account Executive Support Specialist

Key Responsibilities

• Support assigned Account Executives in achieving established regional key performance indicators (KPIs), including premium volume, loan units, program entity growth, and profitability.
• Proactively manage daily quote follow-ups and quoting activities as delegated to maximize new business conversion and renewal retention.
• Provide seamless coverage for Account Executives during absences by managing quote follow-up queues, servicing program entities, and ensuring continuity of service.
• Aid in quote preparation, credit review support, documentation coordination, and follow-up communications to ensure timely resolution of opportunities.
• Maintain accuracy, responsiveness, and service excellence while operating within delegated authority and company guidelines.

Quoting & Servicing

• Prepare and deliver premium finance quotations within delegated authority guidelines.
• Perform credit analysis when required and ensure accurate and timely documentation completion.
• Submit required documentation to agents to ensure Premium Finance Agreements (PFAs) are received complete and ready for booking.
• Provide proactive telephone follow-up to resolve quotes and onboard new prospects/customers.

Sales Partnership & Business Development

• Partner with assigned AEs and SEs to learn about pursuing and developing new prospect opportunities.
• Document all prospecting and development activities in Salesforce, maintaining active collaboration between AESS.
• Support agency training calls, product demonstrations, and meetings, actively promoting IPFS technology and service offerings.

Relationship Management & Field Engagement

• Conduct program entity visitations, alongside AEs and SEs, as scheduling permits.
• Participate in Continuing Education (CE) classes, trade shows, and local industry events to strengthen market presence and relationships.
• Deliver education and support on IPFS tools and services, including website functionality, eForms, email reports, payment options, and TotalPay.

Portfolio Review & Risk Awareness

• Assist AEs with monthly agency variance reviews for their assigned book of business.
• Collaborate with Sales Executives and Regional Management to determine appropriate action, including rate/term adjustments or additional service offerings.
• Communicate concerns or potential risk indicators, including questionable program entity activity, to Regional leadership promptly.

Communication & Team Contribution

• Maintain consistent and effective communication with Sales Executives, and Regional Leadership regarding portfolio performance and planning.
• Respond promptly and thoroughly to internal and external customer inquiries.
• Participate in monthly Regional meetings, contributing solutions, insights, and constructive input.
• Support Regional Management initiatives and perform additional duties as assigned.

PREFERRED SKILLS & QUALIFICATIONS

• Strong verbal and written communication skills
• Excellent customer service orientation
• Strong analytical and problem-solving abilities
• Detail-oriented with strong organizational skills
• Self-motivated and proactive with a strong sense of urgency
• Demonstrated sales aptitude and desire to achieve results
• Ability to multitask and manage competing priorities
• Adaptable and comfortable working in a fast-paced environment
• Collaborative team player with a growth mindset